Financial Services Advisor

6 days ago

Nairobi, Nairobi Area, Kenya Lulek Capital Management Ltd Full time $40,000 - $60,000 per year

Company Description

Lulek 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 to build and protect their financial futures, Lulek Capital offers a range of investment products and strategies, including retirement planning and wealth management. Additionally, the company provides insurance solutions encompassing life, health, and property insurance to safeguard what matters most to clients.

Role Description

This is a full-time on-site role for a Financial Services Advisor located in Nairobi County, Kenya. The Financial Services Advisor will be responsible for providing financial planning, retirement planning, and investment advisory services to clients. Key tasks include analyzing clients' financial situations, offering financial advice, developing personalized financial strategies, and managing investment portfolios. The advisor will also be responsible for maintaining client relationships, conducting regular reviews, and staying updated on financial market trends and products.

Qualifications

  • Expertise in Financial Planning and Retirement Planning
  • Strong background in Finance and Investments
  • Experience in providing Financial Advisory services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field
  • Experience in the financial services industry is highly desirable

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