Madison Assets Management Unit Managers and Financial Advisors Jobs in Kenya

Unit Managers 

The company is looking to grow its team by recruiting Unit Managers

Key Responsibilities

·         Leading a team of agents

·         Grow and recruit more team members

·         Train, motivate and help the agents with production

·         Preparation of weekly and monthly targets, reviews, activities, etc.

·         Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises;

·         Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;

·         Analysing information and preparing plans best suited to individual clients’ requirements;

·         Researching the marketplace and providing clients with information on new and existing products and services;

·         Designing financial strategies;

·         Assisting clients to make informed decisions;

·         Researching information from various sources, including providers of financial products;

·         Promoting and selling financial products to meet given or negotiated sales targets;

·         Negotiating with clients for the best possible rates;

·         Liaising with other professionals, market research and intelligence

·         Keeping up to date with financial products and legislation;

·         Producing financial reports;

·         Contacting clients with news of new products or changes to legislation that may affect their savings and investments;

·         Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Qualifications

·         You must have been in this industry for some time.

·         Sales and marketing also encouraged.

·         Must have working experience as a financial advisor.

·         Mature individual.

Qualities

·         Good interpersonal skills.

·         Team player.

·         Innovativeness.

·         Aggressive

·         Hungry for success.

Interested and qualified candidates can send their CV and cover letter to: fwangara@mams.co.ke

Investment Advisors

We are currently recruiting Investment Advisors responsible for the sales of Madison Asset products and managing client relations.

Successful candidates should at least posses a higher diploma and above, have good interpersonal skills, confident and active.

Successful candidates will attract good remuneration and networking abilities. send your CV tofwangara@mams.co.ke