Financial Advisor – Global Markets at Standard Investment Bank

Standard Investment Bank

Financial Advisor – Global Markets at Standard Investment Bank,

Financial Advisor – Global Markets at Standard Investment Bank

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Standard Investment Bank (SIB) is one of Kenya’s foremost financial services firm. We offer the market a single point of entry for Investment Banking, Investment Management, Securities Trading and Corporate Finance.

Financial Advisor – Global Markets

Main duties and responsibilities:

  • Providing suitable advice to best fit the needs and requirements for clients.
  • Preparing and presenting proposals to existing and potential clients using state of the art financial planning tools
  • Meeting clients to understand their financial objectives.
  • Explaining complex information relating to Financial Advisory in a clear and effortless way
  • Managing, maintaining and building new and existing client relationships
  • Growing a client book within the first 24 months and consistently thereafter
  • Adhering to compliance, operational procedures and practice management standards
  • Staying abreast of product information, performance and industry changes
  • Building a sustainable book of clients in the corporate and retail segments of SIB
  • Consistently achieving the allocated Sales Production Target as per a performance scorecard.

Formal Qualifications

  • Bachelor’s degree/Diploma in relevant field
  • Relevant Commercial/Financial Tertiary qualification
  • CISI Module I and II
  • Postgraduate Diploma in Financial Planning
  • CFP Advantageous

Experience and Knowledge

  • 5 years’ experience in the Financial Services industry in a Sales role within the Asset/wealth and Investment management spaces
  • Knowledge and understanding of the dynamics in allocated market
  • Experience and track record in high-performance sales environments
  • Knowledge of best practice in Financial Planning and Financial Advisory Services
  • Knowledge and understanding of financial planning through meaningful client engagements
  • Knowledge of and understanding of the consultative sales methodology
  • Experience in application of a defined sales process.

Method of Application

If you are qualified and interested, please apply by sending your CV and Cover Letter to the email with the subject Financial Advisor – Global Markets by 5pm Tuesday 31st January, 2023.A