Financial Advisor

About ICEA LION Group

ICEA LION Group stands as a foremost Pan-African insurance and financial services provider dedicated to safeguarding and enhancing wealth. With a customer-centric vision, the company prides itself on integrity, valuing employees, and being a reliable partner through pivotal life events. Its focus is on delivering innovative financial solutions to both individuals and businesses.

Role Overview

The Financial Advisor position is full-time and based onsite in Nairobi. The professional will offer expert financial planning and advisory services, including designing financial strategies, crafting investment plans, assisting clients with retirement preparations, and offering tailored financial guidance. Establishing and nurturing meaningful client relationships to help achieve long-term financial aspirations is essential.

Qualifications and Expectations

• Advanced skills in financial planning and advisory services.
• Strong proficiency in investments and retirement planning techniques.
• Comprehensive understanding of personal and business financial management.
• Excellent communication and interpersonal abilities to foster client connections.
• Proven capability to work autonomously and achieve sales or performance goals.
• Possession of professional credentials like CFP or CFA is advantageous.
• A Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline.
• Experience in financial advisory roles is favorable but not compulsory.