Job Brief

The Private Wealth Financial Advisor’s role is to increase Assets Under Management for the organization through the sale of Private Wealth products in line with set targets.

Principal Accountabilities:

• Develop a knowledge of the client’s entire financial situation and be able to structure a goals-based investment and financial plan.
• Develop and deliver private wealth education presentations and sessions to clients and prospects.
• Develop relationships with management teams of institutions, as well as cultivating relationships with key industry players in listed and non-listed space
• Collaborates with the Investment Management and Enablement Teams regarding investment strategy and client portfolio structure.
• Provide market feedback to facilitate the development of new and enhancement of existing products that meet client needs. Provide product recommendations
• Continuously update and provide feedback on client FAQs
• Generate and update sales customer relationship management system
• Maintain a deal pipeline and continuously update on progress
• Participate in training IFAs on Nabo products
• Assist in the development of a competitive commission structure and provide feedback on market
• Drive business results and acquire new assets under management through selling financial products to the existing client base and new client acquisition.
• Ability to generate KES 100 Mn in sales per month through selling financial products to existing clients and new clients
• Develop a knowledge of client’s financial needs and be able to communicate a goals-based investment plan to meet their needs
• Provide market feedback to facilitate the development of new products and enhancement of existing products
• Continuously update and provide feedback on client FAQs
• Generate and update customer sales log
• Maintain a deal pipeline and continuously update on progress

Minimum Requirements: 

• Bachelor’s degree or equivalent in a related field (Investments, Finance, Accounting, Economics, Business Administration)
• Enrolled in or progress toward a related professional course and/or certificate (CFA, ACCA, CPA, CAIA)
• Minimum of 3 years work experience in investment management
• Strong knowledge of MS tools including Word, Excel and PowerPoint
• Have a good understanding of investment products in general
• Have existing relationships that meet the profile of a Nabo client