Z
Wealth Advisor Job Zamara
Zamara
Nairobi 🇰🇪 Kenya
Posted about 9 hours ago (12 Oct 2026) Updated about 9 hours ago
Job Description
The Wealth Advisor will deliver personalized financial planning and investment guidance to high‑net‑worth clients, helping them achieve their wealth objectives. Responsibilities include constructing portfolios, conducting market analysis, and maintaining ongoing client relationships. A solid foundation in finance and strong advisory skills are required.
Qualifications & Requirements
- • Bachelor’s Degree in Finance, Economics, Business or related discipline
- • Minimum 3 years of experience in wealth advisory or investment management
- • Strong knowledge of financial products, markets, and regulatory environment
- • Excellent analytical, presentation and client‑service skills
- • Professional certifications (e.g., CFP, CFA) preferred
- • High ethical standards and confidentiality
Required Skills
Responsibilities
- • Provide personalized wealth management advice to individual and corporate clients
- • Develop comprehensive financial plans, including investment, retirement, and tax strategies
- • Conduct market research and analysis to recommend suitable investment products
- • Monitor client portfolios and adjust strategies based on performance and goals
- • Build and maintain long‑term client relationships through regular reviews
- • Ensure compliance with regulatory requirements and internal policies