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Financial Advisor

About the job

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information,

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Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • KCSE D+ and above
  • Experience in insurance will be added advantage
  • Strong understanding of the investment business
  • Excellent interpersonal skills.

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