Independent Financial Consultant

1 day ago


Mombasa, Mombasa, Kenya Self-Employment Full time 900,000 - 1,200,000 per year

Company Description

Self-Employment.

Role Description

This is a contract role for an independent financial consultant. The role is on-site/hybrid and located in Mombasa and Nairobi County, Kenya. Join me in helping people build wealth with institutional-grade investment solutions. The Consultant will be responsible for analyzing investors' needs, offering expert advice, and implementing strategic solutions. Day-to-day tasks include meeting clients to assess investment requirements, prospecting, conducting research, providing guidance, and monitoring investment progress. The Independent Financial Consultant will also be responsible for monitoring clients' financial performance and making necessary adjustments to their financial plans.

Qualifications

  • Financial Planning, Retirement Planning skills
  • Investment and Finance expertise
  • Strong Analytical Skills
  • Excellent written and verbal communication skills
  • Excellent client relationship management and communication skills
  • Ability to work independently and collaboratively in a team environment and meet deadlines
  • Proficiency in financial software and tools
  • Bachelor's degree in Finance, Economics, or related field


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