17 Mar 2023

Retail Investment Advisor at NCBA Group

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Job Description

The new NCBA has harnessed the power of both NIC and CBA to create a bank that brings together the best of both worlds from cutting edge mobile banking to good old-fashioned relationship management; from scalable business banking to financial services that grow as your business does; from best-in-class choice of products to investment solutions tailored to your specific needs.

Job Purpose Statement

The purpose of this role will be to support investing retail clients in the whole journey of interacting with investment solutions offered by NCBA Investment Bank. The role shall be the first point of contact for retail clients who enquiries into the NCBA wealth management products offering and/or wish to open investment accounts. Key roles entail;

  • Providing customer services to optimize customer satisfaction, guiding clients in exploring and making investment decisions and throughout the investment account opening process and support after the accounts are set up.
  • Ensure NCBA-IB risk management policies and procedures are adhered throughout the customer engagement journey.
  • Provides training to and coordinates activities of relevant customer-contact staff at branches and other stakeholders who form part of the business development network to drive growth

Job Specifications


  • University Degree in Business related course.
  • Working towards ICIFA and/or CISI membership.

Desired work experience:

  • At least 2 years’ in customer services or experience in Unit Trusts client service or front office operations

Method of Application

Submit your CV and Application on Company Website : Click Here

Closing Date : 24 March. 2023


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