Wealth Advisor Job, Latest Kenyan Finance Job Vacancies,

Established in 2011, Moran Capital Management Ltd provides Investment strategy and integrated family office advisory services to select client families. We seek a Wealth Advisor. Reporting to the Managing Director and located in Nairobi, the Wealth Advisor will be responsible for finding, attracting, and maintaining ongoing relationships with high-net-worth clients and leading in the development of new client relationships. As the principal contact with the client, the Wealth Advisor must have a broad and deep understanding of sophisticated Wealth Management practices and investment strategies. The ideal candidate will have extensive impact/mission related investing expertise. He/she is a team player and methodical business builder with experience and expertise as a trusted wealth advisor serving the sophisticated needs of ultra-high net worth individuals and families.

Duties and Responsibilities

  • Business Development – responsible for finding, attracting and maintaining high-net-worth individuals and families
  • Client service management – work in conjunction with a group of client support personnel, to deliver investment management, financial planning, and other pertinent financial services.
  • Make presentations to clients on financial and lifestyle planning options and opportunities
  • Direct consultation with attorneys, accountants and other advisors on financial, lifestyle and estate planning
  • Develop and/or deliver private wealth education sessions to clients and staff.
  • Understand and coordinate income lifestyle planning and work closely with client advisors.
  • Evaluate and discuss options to meet client philanthropic goals. Provide recommendations to individuals and family foundations enabling them to fulfill their goals related to mission/impact investing
  • Seek to establish a level of trust and confidence with the client so that any financial issue can be addressed, and solutions offered. Investment Management
  • Monitor performance versus benchmarks and develops insights for clients regarding key contributors and detractors
  • Manage investment transition for new clients
  • Evaluate large holdings for performance relative to the overall portfolio and plan strategies for diversification

Person’s Specification

  • Ability to discuss investment performance, economic and market trends
  • Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements
  • Ability to discuss estate planning and work with internal and external resources to meet estate planning goals of the client.
  • Very strong business development skills with the ability to attract investment deposits of over Ksh 50 million per month
  • Minimum Qualifications Master’s degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) and/or 10 years of related experience
  • At least one CFP, CPA, CFA or CIMA certification
  • Extensive leadership, communication, and coaching skills
  • Exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes
  • Must be able to operate in an autonomous and entrepreneurial environment.
  • Ability to foster teamwork and motivate colleagues
  • Capacity to work with demanding clients and diverse groups of people
  • Client-centered focus
  • Excellent strategic thinking ability
  • Excellent consultative skills
  • Strong written and verbal communication skills
  • Confident and results driven
  • Mandatory personal integrity and credibility
  • Skilled at analyzing and solving problems
  • A strong team player
  • Entrepreneurial spirit, enthusiastic and positive energy
  • Must demonstrate integrity and dignity
  • Exhibits a commitment to lifelong learning, encourages others to do so and continues to grow technically and interpersonally

How To Apply

If interested, please send your CV to Fanisi HR Solutions at [email protected] by Saturday 27th November 2021. Only shortlisted candidates will be contacted.

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