In more detail, the areas of responsibility include:<\/p>\n
Business Development & Client Relationship Management<\/p>\n
\tSkilfully closing sales and meeting the allocated sales targets
\n\tQuality lead generation and effective follow-up on prospective opportunities.
\n\tClient engagement and relationship management.<\/p>\n
Financial Planning<\/p>\n
\tWork closely with clients to understand their financial situation and goals, develop customized plans to help them achieve those goals.
\n\tProviding holistic guidance on products (e.g. pensions, investments, insurance, trusts etc) that align with the client\u2019s financial objectives and risk appetite.
\n\tRecommend and execute business strategies in line with the company\u2019s objective.<\/p>\n
Industry Research & Product Knowledge<\/p>\n
\tDemonstrate solid understanding of financial concepts and of developments in the economy\/markets (both local and global).
\n\tDemonstrate solid understanding of financial products available in the market.<\/p>\n
QUALIFICATION AND EXPERIENCE\u00a0<\/p>\n
The following experience is preferred:<\/p>\n
\tBachelor\u2019s degree in finance, economics, or related field.
\n\tMinimum of 3 years\u2019 experience in the financial sector.
\n\tCertifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Chartered Wealth Manager (CWM) or are highly desirable.
\n\tFinancial Planning and Finance skills.
\n\tPrior experience in the financial services industry is beneficial.
\n\tRetirement Planning and Investments expertise.
\n\tAbility to provide comprehensive Financial Advisory services, self-driven, ambitious and ability to meet set targets.
\n\tBusiness Acumen.
\n\tRelationship building & networking skills.
\n\tExcellent oral & written communication skills.<\/p>\n
Apply Through:<\/p>\n
zamara.bamboohr.com<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"http:\/\/zamara.bamboohr.com","_company_name":"Zamara Kenya","_company_website":"http:\/\/www.zamara.co.ke","_company_tagline":"Zamara is a financial services firm that primarily offers Actuarial Services, Pensions Administration and Consulting and Insurance Brokerage Services. Zamara has been in the Kenyan Market for over 23 years, initially operating as Hymans Robertson and more recently as Alexander Forbes. Working at ... read moreZamara offers our people the opportunity to work for a Truly Pan-African Financial Services firm. Our Values - Simplicity, Empathy and Trust, set a solid foundation for an environment that awards achievement and appreciates hard work, innovation and high levels of professionalism across all departments. We have an strong coaching and mentorship approach that enables us continuously grow our people.","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[692],"job-categories":[704,693,701,1301],"job-types":[687],"class_list":{"0":"post-93743","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-nairobi","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-listings\/93743","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/media?parent=93743"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job_listing_region?post=93743"},{"taxonomy":"job_listing_category","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-categories?post=93743"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/job-types?post=93743"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}