Financial Advisor Job ICEA Lion Group Machakos, Kenya
Key Responsibilities
- This is a full-time, on-site Financial Advisor role based in Machakos.
- The Financial Advisor will engage with clients to understand their financial goals, assess their current financial situations, and provide tailored recommendations on savings, investments, insurance, and retirement planning.
- Day-to-day tasks include conducting financial needs analyses, preparing and presenting financial plans, monitoring client portfolios, and scheduling regular review meetings to adjust strategies as needed.
- The role also involves educating clients on ICEA LION Group’s products and services, ensuring compliance with internal policies and regulatory requirements, and maintaining accurate documentation of all client interactions.
- The Financial Advisor will collaborate with internal teams to deliver comprehensive financial solutions and contribute to business growth through client retention and acquisition.
Qualifications
- Candidates should possess strong skills in Financial Planning and Retirement Planning to design and implement comprehensive, long-term strategies for clients.
- Candidates should possess solid knowledge of Finance and Investments to analyze options, manage portfolios, and guide clients toward suitable financial products.
- Candidates should possess proven Financial Advisory skills to build trust, provide clear recommendations, and support clients through key financial decisions.
- Candidates should possess excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear, accessible manner.
- Candidates should possess strong analytical and problem-solving abilities, attention to detail, and a high level of integrity and ethical judgment.
- Relevant academic qualifications in Finance, Economics, Business, or a related field; professional certifications in financial planning or advisory are an added advantage.
- Ability to work effectively with diverse clients, manage time efficiently, and meet performance targets in an on-site environment in Machakos.
How to Apply
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