Buy & Sell on Kenya's Safest Online Market

Financial Advisors/Sales Representatives

Posted at
26. Jul, 01:01
Company Industry
Banking & Finance
Work Type
Full time
Job Level
Entry level
Minimum Qualification
Years Experience
1 years
Application Deadline
Nairobi CBD Nairobi

Salary: Purely commission based

Role Responsibilities

  • Meeting the clients to understand their future investment plans and document them
  • They get detailed reports from the clients to determine their income, expenses, risk tolerance, insurance coverage, tax status and their financial objectives
  • Research the market and look for good investment opportunities in the market knowing the budget of the clients
  • Discussing the investment opportunities and risks related to the particular investment with the clients
  • Providing up to date information to the clients regarding the current industry trends and forecast the future market value of the asset in which they are willing to invest
  • Keep a track of the reports and reviews collected by the clients which they can use for future reference
  • Recommend strategies that the clients can use in achieving their financial goals and objectives
  • A financial advisor also sells financial products such as mutual funds, insurance, stocks and bonds to his clients
  • Help the clients open accounts for specific trade purpose
  • Regularly review the plans of the clients to track changes in their financial status, economic changes to indicate the necessity of making a change in the plan
  • Answer all the investment related plans of the clients verbally as well as provide them written documents for future reference

Minimum Requirements

  • A financial advisor should have profound communication skills and should have ability to raise appropriate questions to the clients
  • He should have ability to gather relevant information from the clients
  • Should have ability to forecast the future market trends
  • Should have good analyzing skills, money management skills and planning skills
  • Profound knowledge of the rules and regulations related to investments made in a particular asset
  • Should have ability to think out of the box and provide satisfactory assistance to the clients
  • They should be good listeners and should have ability to derive proper conclusions
  • Should be enthusiastic and willing to assist clients

A financial advisor sells financial products such as mutual funds, insurance, stocks and bonds to his clients

PigiaMe Disclaimer:
NEVER PAY TO HAVE YOUR CV/APPLICATION PUSHED FORWARD. Any job vacancy requesting payment for any reason is a scam. If you are requested to make a payment for any reason please report abuse using the button on this page.
BrighterMonday Kenya
Member Since 8. Mar 1731 Active Ads 10381 Published Ads
Verified info
Apply for this job
To apply for this job, please go to the following website
Report This Ad
Stay Tuned in with Our Newsletter

We hand-pick our favorites and send you the hottest deals every week!