Orient Asset Managers Limited
Position Title: Financial Advisor
Reports To: Business Development Manager
Job Purpose: The position is responsible for providing expert financial advice to our clients and helping them to make informed decisions about their investments.
Key Tasks, Duties and Responsibilities
- Develop and maintain relationships with clients including conducting regular reviews and assessments of their financial need and goals.
- Recommend appropriate investment products including unit trusts specifically money market funds and fixed income funds to clients based on their individual circumstances and financial objectives.
- Monitor market trends and changes in the financial industry to stay up to date on the latest products and services.
- Maintain accurate and up to date records of client interactions and transactions.
- Meet or exceed sales target and contribute to the overall growth of the Company.
Requirements
- A Bachelor’s degree in Finance, Economics or related from a recognized university.
- 2 years of working experience as a Financial Advisor.
How to Apply:
If you are interested in the position and have the required qualifications, skills and experience, kindly send your application to jambo@orientasset.co.ke on or before Wednesday, January 25, 2023.