Financial Advisor At Cdl Human Resource

Details of the offer

Job Description
The Financial Advisor supports the Fund Manager in marketing and distributing investment products with the following key responsibilities:

Client Servicing:
Share product literature, market updates, and investment reports from the Fund Manager.
Gather feedback on the Fund Manager's products.
Understand and address clients' changing investment needs.

Client Instructions:
Receive and process client instructions on behalf of the Fund Manager, as per the agreed terms.

???????Product Representation:
Provide accurate and truthful information about the Fund Manager's products and avoid mis-selling.

Professional Conduct:
Maintain the highest standards of business ethics and professionalism.

???????Business Growth:
Grow commissions and portfolio by acquiring new clients.

???????Account Opening Support:
Guide clients through the process of opening an Investment Account with the Fund Manager.
Ensure clients complete all required forms and submit KYC documents.

Requirements
Candidate Profile: Financial Advisor Role
The ideal candidate for a Financial Advisor role possesses the following qualifications, skills, and attributes:

???????Qualifications:
Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field.
2–5 years of experience in financial services, investment management, or related fields.
Proven sales and client relationship management experience with diverse client groups.

???????Skills:
Strong knowledge of financial markets, investment strategies, retirement, and estate planning.
Analytical skills to interpret financial data and market trends.
Excellent sales, networking, and communication skills to build and maintain client relationships.
Problem-solving abilities to create tailored financial plans and address client needs.

???????Personal Attributes:
Integrity, trustworthiness, and a customer-focused approach.
Attention to detail, resilience, and adaptability in a dynamic environment.
Commitment to continuous learning and professional development.

???????Assessment Considerations:
Behavioral interviews to evaluate interpersonal skills.
Practical assessments to test financial planning expertise.
Background checks for compliance and certification verification.


Nominal Salary: To be agreed

Source: Myjobmag_Co

Job Function:

Requirements

Credit Risk Management Officer At Yehu Microfinance Services Limited

The Credit Risk Officer will be responsible for managing and mitigating the risks associated with lending activities in Yehu Microfinance Services Limited – ...


Yehu Microfinance Services Limited - Nairobi Area

Published a month ago

Senior Relationship Manager At Lifecare International Insurance Brokers Ltd

Key Responsibilities: Oversee and manage a team of relationship managers. Develop and maintain strong client relationships. Analyze client needs and provide ...


Lifecare International Insurance Brokers Ltd - Nairobi Area

Published a month ago

Financial Analyst At Kcb Bank Kenya

KEY RESPONSIBILITIES: Support in developing individual business segments profit & loss accounts and the annual budgeting process including the consolidation ...


Kcb Bank Kenya - Nairobi Area

Published a month ago

Finance And Budget Assistant At United Nations Office On Drugs And Crime (Unodc)

Duties and Responsibilities Under direct supervision of the Head of the Transnational Organized Crime, Illicit Trafficking, and Terrorism Prevention Programm...


United Nations Office On Drugs And Crime (Unodc) - Nairobi Area

Published a month ago

Built at: 2024-12-23T23:24:09.021Z