Investment and financial services advisor

5 days ago

Nairobi, Nairobi Area, Kenya Madison Group Kenya Full time $60,000 - $80,000 per year

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

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