Orient Asset Managers Limited Financial Advisor Jobs in Kenya

Orient Asset Managers Limited Financial Advisor Jobs in Kenya



Job Purpose:

The position is responsible for providing expert financial advice to our clients and helping them to make informed decisions about their investments.

Key Tasks, Duties and Responsibilities

  • Develop and maintain relationships with clients including conducting regular reviews and assessments of their financial need and goals.

  • Recommend appropriate investment products including unit trusts specifically money market funds and fixed income funds to clients based on their individual circumstances and financial objectives.

  • Monitor market trends and changes in the financial industry to stay up to date on the latest products and services.

  • Maintain accurate and up to date records of client interactions and transactions.

  • Meet or exceed sales target and contribute to the overall growth of the Company.

    Requirements

  • A Bachelor’s degree in Finance, Economics or related from a recognized university.

  • 2 years of working experience as a Financial Advisor.

    How to Apply

    If you are interested in the position and have the required qualifications, skills and experience, kindly send your application to jambo@orientasset.co.ke on or before Wednesday, January 25, 2023.

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