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Wealth Advisor at Zamara Kenya
JobSearch
Nairobi 🇰🇪 Kenya
Posted 1 day ago (8 Oct 2026) Updated about 5 hours ago
Job Description
The Wealth Advisor will originate and manage client relationships for pension, insurance and wealth management solutions, delivering personalized investment strategies for retail clients in Kenya. The role involves generating new business, maintaining a robust sales pipeline, and providing expert advice on financial products. Strong relationship‑building and compliance skills are essential to grow assets under management and meet revenue targets.
Qualifications & Requirements
- • Bachelor’s degree or HND in Finance, Accounting, Business Administration or a related field
- • Professional certification in financial advisory or wealth management
- • Minimum of 3 years experience in financial services, relationship management or wealth management
- • Strong oral and written communication skills
- • Proven ability to grow assets under management and generate revenue
- • Knowledge of local and global financial markets and wealth‑management products
- • High ethical standards and commitment to compliance
Required Skills
Responsibilities
- • Identify, acquire, and onboard new individual clients across target segments
- • Generate high‑quality leads and diligently follow up on prospective opportunities
- • Cultivate referrals and new business through proactive networking and client engagement
- • Develop and execute personal sales plans to consistently achieve monthly and annual targets
- • Maintain a healthy, well‑managed sales pipeline within the CRM system
- • Recommend tailored wealth‑management, insurance and pension solutions to retail clients
- • Advise clients on investment strategies, retirement planning and financial products
- • Build and sustain long‑term relationships to ensure high client satisfaction