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Wealth Advisor at Zamara Kenya
Zamara
Kenya 🇰🇪 Kenya
Posted about 9 hours ago (12 Oct 2026) Updated about 9 hours ago
Job Description
The Wealth Advisor will provide comprehensive financial planning and investment advice to individual and corporate clients of Zamara Kenya. Responsibilities include developing tailored wealth strategies, managing client relationships, and staying abreast of market developments. The role requires a solid finance background and strong client‑service orientation.
Qualifications & Requirements
- • Bachelor's Degree in Finance, Economics, Business Administration, or a related discipline.
- • Professional certification such as CFP or CFA (preferred).
- • At least three years of experience in wealth management or financial advisory.
- • Excellent communication, analytical, and relationship‑building skills.
- • Ability to work independently and meet sales targets.
Required Skills
Responsibilities
- • Conduct client interviews to assess financial goals, risk tolerance, and investment needs.
- • Develop customized wealth management and investment strategies.
- • Monitor client portfolios and recommend adjustments based on market conditions.
- • Build and maintain long‑term relationships with high‑net‑worth individuals and corporate entities.
- • Stay updated on regulatory changes and product offerings to provide informed advice.