
Investment and financial services advisor
1 day ago
Company Description
Madison Group Limited is a leading locally owned insurance company in Kenya, incorporated in 1988 following a merger between Crusader Plc and Kenya Commercial Insurance Corporation. Offering both Life and General Insurance as well as Investment Management services, Madison has its headquarters in Nairobi, with twenty-seven branches across principal towns in Kenya. Despite economic challenges and industry competition, Madison continues to grow, achieving a combined premium income of over 2 billion by the end of 2012. The company's primary objectives are to provide top-notch insurance products at reasonable prices and offer unparalleled customer service.
Role Description
This is a full-time on-site role located in Nairobi County, Kenya, for an Investment and Financial Services Advisor. The advisor will be responsible for providing clients with financial planning, investment advice, retirement planning, and overall financial advisory services. Day-to-day tasks include analyzing clients' financial situations, developing personalized financial plans, recommending appropriate investment products, and maintaining long-term client relationships through exceptional customer service.
Qualifications
- Financial Planning, Finance, and Retirement Planning skills
- Strong knowledge of Investments and Financial Advisory services
- Excellent communication and interpersonal skills
- Analytical and problem-solving abilities
- Ability to work independently and as part of a team
- Diploma or Bachelor's degree in Finance, Economics, Business Administration, or related field
- Professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
- Experience in the insurance or financial services industry is preferred
-
Financial Services Advisor
1 day ago
Nairobi, Nairobi Area, Kenya Lulek Capital Management Ltd Full time 1,200,000 - 3,600,000 per yearCompany DescriptionLulek Capital Management Ltd offers comprehensive investment and insurance services with a deep commitment to helping individuals and businesses achieve their financial goals. The company blends expertise, innovation, and personalization to deliver exceptional value. With a mission to empower clients with the knowledge and solutions needed...
-
Financial Advisor
1 day ago
Nairobi, Nairobi Area, Kenya Britam Full time 1,200,000 - 3,600,000 per yearCompany DescriptionBritam 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,...
-
Financial Advisor
1 day ago
Nairobi, Nairobi Area, Kenya Madison Group Kenya Full time 600,000 - 1,200,000 per yearCompany DescriptionMadison Group Limited is a leading locally owned insurance company in Kenya, established in 1988 following a merger between Crusader Plc and Kenya Commercial Insurance Corporation. With its headquarters in Nairobi and 27 branches across major towns in Kenya, Madison offers a wide range of life and general insurance, and investment...
-
Investment Executive
2 weeks ago
Nairobi, Nairobi Area, Kenya Dry Associates Investment Bank Full time 1,500,000 - 6,000,000 per yearInvestment ExecutiveEnd 2025 with a new career. If you're a seasoned investment professional with a passion for crafting personalized wealth management and growth strategies, then this opportunity is for you. We're seeking a highly motivated and results-oriented Investment Executive to join our dynamic team.In this challenging and rewarding role, you...
-
Investment Advisor
1 day ago
Nairobi, Nairobi Area, Kenya I&M Bank Uganda Full time 900,000 - 1,200,000 per yearPurposeThe Job holder will assist the AGM Investment Advisor – Wealth Management to enhance business growth, drive initiatives that increase client value and income for the unit.Key ResponsibilitiesOrigination of advisory transactions.Assist in the evaluation and processing of new investments for clients.Liaising with the AGM Investment Advisor – Wealth...
-
Financial Sales Consultant
5 days ago
Nairobi, Nairobi Area, Kenya Britam Full time 600,000 - 1,200,000 per yearCompany DescriptionBritam is a leading diversified financial services group listed on the Nairobi Securities Exchange, with interests across the Eastern and Southern Africa region. The company offers a wide range of financial products and services including insurance, asset management, banking, and property. Our product range includes life, health and...
-
Regional Advisor, Energy Enterprise Investment
2 weeks ago
Nairobi, Nairobi Area, Kenya Youth Impact Labs East Africa Full time 1,200,000 - 3,600,000 per yearAbout Mercy CorpsMercy Corps is a leading global organization powered by the belief that a better world is possible.In disaster, in hardship, in more than 40 countries around the world, we partner to put bold solutionsinto action — helping people triumph over adversity and build stronger communities from within.Now, and for the future.The ProgramEnergy 4...
-
Financial Analyst
1 day ago
Nairobi, Nairobi Area, Kenya ARXERN Full time $104,000 - $130,878 per yearCompany DescriptionArxern is a tech-driven wealth management platform that offers investors with AI-powered market tools to manage their investment portfolios. With our innovative technology, we enable smarter, data-driven decisions for investors seeking to optimize their investment . Arxern focuses on providing comprehensive market analysis and actionable...
-
Junior Investment Professional Africa
1 day ago
Nairobi, Nairobi Area, Kenya Rift Partners Full time 1,200,000 - 3,600,000 per yearApplication Deadline 21stSeptember 2025Junior Investment Professional Africa Location:Nairobi, Kenya (other African locations to be considered) Position:Junior Investment Professional Experience:~3-5 yearsEmail to:About Rift Partners GmbHRift Partners GmbH ("Rift Partners") is a holding company operating through two main verticals in the re/insurance sector...
-
Real Estate Investment Specialist
2 weeks ago
Nairobi, Nairobi Area, Kenya Centum Real Estate Full time 900,000 - 1,200,000 per yearJob SummaryCentum Real Estate, East Africa's leading real estate developer focused on enhancing productivity by building lifestyle communities where individuals, families and businesses thrive is seeking persuasive and results driven real estate investment advisors to join the team.The Centum Re investment advisors role is to attract, advise, and secure...