Financial Advisor at Zamara

ABOUT ZAMARA

The Zamara Group is a diversified financial services business specialising in pensions, medical services, insurance and actuarial solutions. Headquartered in Nairobi, Kenya, the Group has a presence in eight countries and a Pan-African ambition. Zamara has a rich heritage in Kenya spanning over 30 years. 

Since its inception, the firm has significantly grown in terms of size, client base and range of services. The Group has been at the forefront of industry, influencing the way it works and at the cutting edge of innovation.

Zamara’s higher purpose is to create a financially secure and prosperous society. The Zamara culture is based on the values of Simplicity, Empathy and Trust.

KEY ROLES AND RESPONSIBILITIES 

Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.

The Financial Advisor will be responsible for financial planning, providing finance advice, retirement planning, investment management, and offering financial advisory services.

In more detail, the areas of responsibility include:

Business Development & Client Relationship Management

• Skilfully closing sales and meeting the allocated sales targets
• Quality lead generation and effective follow-up on prospective opportunities.
• Client engagement and relationship management.

Financial Planning

• Work closely with clients to understand their financial situation and goals, develop customized plans to help them achieve those goals.
• Providing holistic guidance on products (e.g. pensions, investments, insurance, trusts etc) that align with the client’s financial objectives and risk appetite.
• Recommend and execute business strategies in line with the company’s objective.

Industry Research & Product Knowledge

• Demonstrate solid understanding of financial concepts and of developments in the economy/markets (both local and global).
• Demonstrate solid understanding of financial products available in the market.

QUALIFICATION AND EXPERIENCE 

The following experience is preferred:

• Bachelor’s degree in finance, economics, or related field.
• Minimum of 3 years’ experience in the financial sector.
• Certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Chartered Wealth Manager (CWM) or are highly desirable.
• Financial Planning and Finance skills.
• Prior experience in the financial services industry is beneficial.
• Retirement Planning and Investments expertise.
• Ability to provide comprehensive Financial Advisory services, self-driven, ambitious and ability to meet set targets.
• Business Acumen.
• Relationship building & networking skills.
• Excellent oral & written communication skills.