Investment Advisor (14 Positions) at HCS Affiliates Group

  • Full Time
  • Anywhere

HCS Affiliates Group

HCS Affiliates Group is highly regarded as an employer, known for its commitment to employee development, competitive compensation packages, and fostering a culture of innovation and collaboration. Employees benefit from opportunities for career advancement, a supportive work environment, and impactful contributions to the healthcare sector through cutting-edge solutions and services.

Investment Advisor (14 Positions)

  • Job Type Full Time
  • Qualification BA/BSc/HND
  • Experience
  • Location Nairobi
  • Job Field Banking  , Sales / Marketing / Retail / Business Development 
  • Our client is one of the leading Fund Management Companies in Kenya. As part of their growth strategy and to assist in achieving ambitious performance objectives, we wish to assist them recruit experienced, dynamic, innovative and high caliber individuals to fill the position of Financial Advisor.
  • This is an investments sales position operating in a highly competitive and dynamic environment. The Investment Advisors main role will be to sell investment funds to prospective and existing clients and service the accounts thus created. Specifically, the Investment Advisor is expected to do the following on a retainer and a highly rewarding Commission-paying remuneration structure:-

Reports to: Head of Sales

Key Duties and Responsibilities

  • Sell investment products, (i.e. Unit Trust Funds, Wealth Management and International /off- Shore funds) to prospective and existing individual and corporate clients
  • Sign-in, manage and retain clients and their accounts and maintain a strong customer service
  • Meet and exceed exciting and aggressive work targets
  • Work in a high-pressure, fast-paced environment within an entrepreneurial culture that offers Minimum supervision.
  • Build Rapport with Colleagues, to generate from them successful leads.
  • Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.
  • Liaise with research, Business development, Portfolio Managers and client service teams for identifying opportunities to cater to clients’ requirements.
  • Keep abreast with developments in local, regional and global markets, investment products and opportunities
  • Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.
  • Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales.
  • Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales;

Qualifications, Skills and Ability Requirements

  • An undergraduate degree from a recognized university
  • An appropriate qualification/ training in sales and marketing
  • Work experience in the financial services sector e.g. bank, insurance companies, fund manager, stock brokers etc would be an advantage
  • Proven experience and success in selling financial services products: experience of selling unit trust investment products would also be an added advantage
  • A good working knowledge of financial markets and financial products
  • A high sales drive and a strong will to succeed
  • Confident, articulate and with strong communication skills
  • Results oriented with ability to work under strict deadlines and meet sales targets
  • Well groomed, presentable and strong interpersonal skills
  • Highly networked and adept at connecting with people, and with good experience of the Business environment of the preferred region.
  • Ability to thrive in a high-pressure, fast-paced environment with minimum supervision

Method of Application

If this position is of interest to you, please apply to us by sharing your CV and covering letter explaining how you would meet the demands of this challenging position to the email address:  with Investment Advisor on the subject line. Candidates MUST indicate their Current and Expected salaries.

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