Job Detail

Job Description

Job Ref. No: JAML004
We currently have an exciting career opportunity for Independent Financial Advisors within Jubilee Asset Management Limited (JAML). The position holder will report to the Manager - Retail Distribution and will be based at our Head Office in Nairobi.

Role Purpose
To provide Professional Investment Advisory Services to our clients within the Retail, High Net worth & Institutional segments. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as
well as monitoring corporate actions of listed companies.

Main duties and responsibilities:

• Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services.
• Managing, maintaining, and building new and existing client relationships.
• Preparing and presenting proposals to existing and potential clients.
• Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
• Participate in specific product campaigns by ensuring that the products are explained to customers.
• Adhering to compliance, operational procedures, and practice management standards.
• Assists clients grow their investment portfolios by giving them the right advice on where to invest the money for maximum returns while reducing risk.
• Asks clients pertinent questions to understand their financial goals to advise them correctly on what investment options to take.
• Complies with all regulatory requirements in offering advice to clients to avoid penalties from regulators.
• Consistently achieving the allocated sales targets.

Key Competencies

• Prospecting skills
• Personal Branding & Good communication skills
• Social Selling & Negotiation skills
• Virtual Selling Skills
• Able to work independently
• Relationship management and networking skills
• Able to plan and manage time effectively
• Strong negotiation skills are required.
• Ability to understand economic and financial trends is a requirement.
• Ability to work under pressure.

Qualifications

• Bachelor’s Degree/Diploma/Certificate in relevant field.
• Any Professional Certificate in Insurance or Investments will be an added advantage.
• Investment industry knowledge Mandatory.

Relevant Experience
Minimum of 3 years’ sales experience in the Financial Services industry selling investment products or Insurance products. If you are qualified and seeking an exciting new challenge, please apply via jamlcustomerservice@jubileekenya.com quoting the Job Reference Number and Position by Monday, 25th July 2023. Only shortlisted candidates will be contacted.

To Apply:
https://jubileeinsurance.com/ke/wp-content/uploads/2023/07/JAML004-INDEPENDENT-FINANCIAL-ADVISORS.pdf