Financial Advisor

5 days ago

Nairobi, Nairobi Area, Kenya Britam Full time 600,000 - 1,200,000 per year

Company Description

Britam Holdings Limited is a leading diversified financial services group listed on the Nairobi Securities Exchange. With interests across Eastern and Southern Africa, Britam offers a wide range of financial products and services including insurance, asset management, banking, and property management. Their offerings encompass life, health, and general insurance, pensions, unit trusts, investment and wealth management, offshore investments, retirement planning, and property development. For more information, visit Britam's website.

Role Description

This is a full-time, on-site role for a Financial Advisor located in Nairobi County, Kenya. The Financial Advisor will be responsible for providing financial planning and advisory services to clients. The role involves developing and managing client portfolios, retirement planning, and advising on investments. The Financial Advisor will work closely with clients to understand their financial needs and objectives and propose suitable financial products and services.

Qualifications

  • Financial Planning and Retirement Planning skills
  • Knowledge of Finance and Investments
  • Experience in providing Financial Advisory services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in Acturial Science, Finance, Economics, Business, or related field
  • Professional certifications such as COP, ECOP, Diploma in Insurance or related qualifications are a plus
  • Experience in the financial services industry is preferred

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