Other · Full-time
Direct employerWealth Advisor
NairobiMid level · Not statedDeadline not published by employerChecked 7 Oct 2026
Published by employer
About this role
This plain-English summary was prepared by work.ke from the original advert. Confirm all details on the source before applying.
Role overview
Zamara, a financial services company based in Nairobi, Kenya, is looking for a Wealth Advisor. This full-time role involves managing client relationships and providing financial advice on pensions, insurance, and wealth management. It is suitable for candidates with experience in financial services and strong advisory skills.
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What you will do
- Identify and onboard new individual clients in target segments.
- Generate and follow up on leads to develop business.
- Build and maintain a sales pipeline using the CRM system.
- Recommend financial solutions based on client needs and risk assessment.
- Design personalised financial and investment plans for clients.
- Maintain long-term client relationships and educate clients on market trends.
- Ensure compliance with KYC, AML, and regulatory requirements.
- Keep informed about market trends and financial regulations.
- Engage in continuous professional development to stay updated.
Requirements
- At least 3 years' experience in financial services, relationship management, wealth management, banking, or insurance sales.
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Strong skills in financial planning, retirement planning, and investments.
- Good knowledge of retail financial solutions and products.
- Excellent oral and written communication skills.
- Ability to build relationships and network effectively.
- Certifications such as CPA, CFP, CFA, CWM, CISI, or ECOP are highly desirable.
- Experience in investment and life insurance is highly preferred.
How to apply
Apply through the employer's official contact. The employer has not published a closing date.