Wealth Advisor – Retail Clients

About the role

The Wealth Advisor will originate and manage client relationships across pension, insurance and wealth management propositions for retail clients in Kenya. Acting as a trusted technical expert, you will deliver personalized investment strategies, tailored insurance solutions and effective pension fund management.

Key responsibilities

• Identify, acquire and onboard new individual clients, generate high‑quality leads and maintain a robust sales pipeline in the CRM system.
• Recommend appropriate solutions based on rigorous needs analysis and risk assessment, design bespoke financial and investment plans, and conduct periodic portfolio reviews.
• Ensure all client onboarding documentation meets KYC and AML requirements and that transactions comply with regulatory standards.
• Keep clients informed of market trends, monitor local and global financial developments, and pursue continuous professional development.

Required profile

• Minimum 3 years’ experience in financial services, wealth management, banking or insurance sales.
• Bachelor’s degree in finance, economics, business administration or related field.
• Strong oral and written communication skills with proven ability to build long‑term client relationships.

Required skills

• KYC compliance
• AML compliance