Vacancies: Financial Advisers
Reports to: Investment Team
Summary: Cytonn Investments is an independent investment company, offering privately placed Alternative Investment Solutions to Global Institutions, High Net Worth investors and the Kenyan Diaspora interested in Investing in the East African region.
The company is looking to employ energetic, highly organised and detailed individuals to join the team as Financial Advisers.
The successful candidates will have a unique opportunity to participate in both a strong incentive plan and huge growth opportunities.
Top performing Financial Advisers get opportunity to travel, covering global institutional clients and the diaspora in our key investor markets in the US, UK and Australia.
Skills Required
- A bachelors degree and must have had a B- and above in KCSE
- Strong skills in Microsoft Office -Powerpoint, Word and Excel
- Good data analytical skills
- Complex problem solving abilities
- Ability to carry out assigned projects to completion
- Strong communication skills - verbal and written Skills
- Ability to cultivate solid relationships with staff members, clients and consultants
- Ability to work effectively both individually and in a team
Responsibilities:
- Understand Cytonn's unique investment solutions in Real Estate, Private Equity and Structured Products;
- Identify and cultivate appropriate prospective clients, and follow up on new business opportunities;
- Interview prospective clients to determine their financial objectives, taking into account current income, expenses, insurance coverage, tax status, risk tolerance, and other information needed to develop a financial plan;
- Work with clients to develop a financial plan as the basis of providing sound financial advice;
- Deliver personalised and timely client service and administration that is responsive to client needs;
- Collaborate with the product development team to ensure our products stay relevant to evolving clients needs and emerging market trends;
- Handle customer complaints and resolve problems;
- Genral management, administration and reporting responsibilities relating to client coverage.
Closing Date: May 20th 2015.
Applications are acceptable ONLY through Cytonn's Website - www.cytonn.com/careers or https://cytonn.com/careers/16
Only shortlisted candidates will be contacted
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