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  • Posted: Sep 3, 2019
    Deadline: Not specified

  • Read more about this company

    Financial Advisor - Unit Trust Sales

    The role is to Sale the Sanlam Unit Trust products while enhancing a positive market awareness of Sanlam Investments East Africa (“SIEAL”) as a leading and responsible fund management business in Kenya.

    The Financial Advisor - Unit Trust Sales will report to the Distribution Manager and will be responsible for the following key deliverables:

    • Network and generate leads and opportunities to sell the firm’s Unit Trust Products.
    • Proactively identify, establish contact & reach new clients.
    • Keep clients appraised of product and service enhancements, including changes in investment options.
    • Assess and understand the clients overall financial position and based on their needs develop a suitable investment plan.
    • Achieve set targets within the allocated timelines.
    • Look after the customer relationship in pre-sales and to post sales to ensure a world class customer experience.
    • Conduct investor education to existing, new and future clients.
    • Preparation of daily, weekly, monthly sales reports and any other reports that might be required by the Management.
    • Comply with all industry rules and regulations.

    Interested and suitably qualified candidates should forward their applications in PDF via email format clearly quoting the job title in the subject area.

    Method of Application

    The application should include a cover letter, detailed curriculum vitae indicating telephone contacts, mail address, names and contacts of three (3) referees and current remuneration to email address:

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