Financial Advisor

1 week ago

Nairobi, Nairobi Area, Kenya APA Insurance Kenya Full time 900,000 - 1,200,000 per year

Company Description

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Role Description

This is a full-time role for a Financial Advisor located on-site in Nairobi County, Kenya. The Financial Advisor will be responsible for providing professional financial guidance and planning to clients. Daily tasks include developing financial plans, advising on investments, and assisting clients with retirement planning. The role also involves continuous monitoring of clients' financial situations to ensure financial goals are met and adapting plans as needed.

Qualifications

  • Strong skills in Financial Planning and Finance
  • Experience and expertise in Retirement Planning and Investments
  • Proficiency in Financial Advisory
  • Excellent analytical and problem-solving abilities
  • Strong interpersonal and communication skills
  • Bachelor's degree in Finance, Economics, or a related field
  • Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) is a plus
  • Ability to work independently and as part of a team

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