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Financial Advisor at Prudential Life Assurance Kenya
JobSearch
Nairobi 🇰🇪 Kenya
Posted 3 days ago (2 Sep 2026) Updated about 4 hours ago
How to Apply
Apply through the Prudential Life Assurance Kenya LinkedIn page.
Job Description
The Financial Advisor provides personalized financial guidance, helping clients set goals and select appropriate insurance, investment and retirement solutions. Responsibilities include conducting financial analyses, preparing proposals, maintaining client relationships and ensuring compliance with regulatory standards. The advisor also collaborates with internal teams and pursues business development opportunities.
Qualifications & Requirements
- • BA/BSc/HND or equivalent degree in Finance, Economics, Business or a related field
- • Strong financial planning and advisory skills
- • Solid understanding of investments and retirement planning
- • Excellent communication and client relationship abilities
- • High ethical standards and commitment to compliance
- • Ability to meet targets and manage multiple client engagements
- • Proficiency with basic office software and digital client‑management tools
Required Skills
Responsibilities
- • Provide personalized financial guidance to individual and corporate clients
- • Assess client needs, set financial goals and recommend suitable insurance, investment and retirement products
- • Conduct financial analyses and prepare presentation proposals
- • Maintain ongoing client relationships and monitor plan performance
- • Ensure compliance with regulatory and company standards
- • Collaborate with internal teams and participate in training programs
- • Engage in proactive business development activities