NCBA Group Financial Advisor Jobs in Kenya

NCBA Group Financial Advisor Jobs in Kenya

Job Purpose Statement

The Investment Advisor role is responsible for offering sound strategic, medium term and day to day investment advice to retail investors in the securities market. Monitoring, analysing and continuously improving the brokerage business by conducting client/market research and analysing economic, capital market and industry trends to make investment recommendations to retail investors.

The holder will is tasked with managing a portfolio of clients by acquisition and retention and maintain a well segmented structure to ensure efficiency and optimal client engagement and support to develop a robust trading and investment culture.

Key Accountabilities (Duties and Responsibilities)

Financial

Proactively generate new business opportunities with target focus on HNW and UHNW clients

Develop and enhance the business processes and
activities which will ensure generation of lead
pipeline for new business and existing clients.

Perform proper after-trade follow-up actions to ensure optimum application of client funds across NCBA Investment Bank and NCBA Group basket of investment options.

Conduct regular review of client’s portfolios,
highlighting any relevant information such as
corporate actions and dividend pay-outs.

Train and guide NCBA bank branch champions to
deliver client service and revenue targets.

Promote and proactively support and on-board
existing clients to use digital trading platforms and online account opening/maintenance platforms.

Conduct risk profile analysis and develop
investment portfolio objectives and proposals for
existing and new High Net Worth customers.

Develop innovative strategies for retaining clients; this includes undertaking client visits and interviews in order to build rapport and get feedback and incorporate it into the growth plan.

Conduct client visits and corporate client forums to conduct talks and presentations to grow existing client base.

Internal business processes

maintain clear client segmentation and customize the service that premium client segments will receive

Identify and develop NCBA unique selling
propositions and differentiators using knowledge of the market and competitor trends

Conduct client trainings and capacity building
meetings as or when required

Give unbiased information about market

conditions and financial information to clients by displaying a good knowledge of the financial market’s

Ensure effective utilization of all resources in the Brokerage

Ensure adherence to internal controls.

Ensure that customer Service standards are
complied with and meet at all times.

Proactively monitor the trade execution of
retail vs Institutional and prepare weekly reports
on the same.

Customer

Maintain portfolio based client communication and alerts to leverage on the NCBA group digital
offering and other communication channels as a
means to developing effective customer relationships with clients in order to get them
affiliated with the company.

Mine the NCBA Bank Premier customer database
and target those client for a one stop shop.
Targeted and customized marketing towards this
client segment that are already HNW of the Bank.

Actively manage client expectations to ensure that clients are getting an overall positive experience.

Learning and growth

Create a yearly learning calendar based on learning needs related to the role.

Consistently attend courses on NCBA Learning
portal.

Identify a suitable Mentor and Coach to help guide career growth path.

Job Specifications

Academic:

Bachelor’s degree in finance, accounting, economics or other business related discipline

Professional:

CISI Level II or III/CMA Exemption Certificate

ATS certification (desirable)

ICIFA associate or full membership.

Desired work experience:

Minimum 3 years’ experience in the capital markets or financial services industry.

Successful track record in Business Development

Deep knowledge of the Financial Markets

How to Apply

For more information and job application details, see; NCBA Group Financial Advisor Jobs in KenyaTitle

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