- 经验
- 任何
- 薪水
- —
- 职位空缺
- 1
- 发布
- 1周前
- 工作模式
- 杂交种
- 学历
- 学士学位
- 合格
- Candidates with a bachelor’s degree in Finance, Business Administration, Economics, or a related field are eligible. Professional certification such as CFP is a plus, but not mandatory.
- 恢复
- 需要申请
职位描述
Company Overview
OKC Shield is a professional financial services firm focused on creating tailored solutions for individuals and businesses. The company supports clients in reaching their financial objectives through personalized guidance, practical expertise, and a strong emphasis on trust and long-term partnerships. It combines innovation with dedicated service to help clients succeed in a changing economic climate.
Role Summary
This full-time hybrid position is for a Financial Advisor in Nairobi County, Kenya, with the flexibility to work partly from home. The role centers on helping clients plan their finances, build retirement strategies, and make informed investment choices. You will review financial information, develop recommendations, and support clients in setting and achieving both immediate and long-range financial goals. A major part of the job is developing lasting client relationships through dependable advice and ongoing support.
Key Qualifications
The ideal candidate should bring a solid background in financial planning, retirement planning, and client-focused strategy development. A strong grasp of finance and investments is important, along with the ability to evaluate market movements and offer practical guidance. Previous experience in financial advisory work and providing professional recommendations will be valuable. You should also have sharp analytical and numerical abilities, strong problem-solving skills, and excellent communication and interpersonal skills. A bachelor’s degree in Finance, Business Administration, Economics, or a related discipline is required. Professional credentials such as CFP are an added advantage, and familiarity with financial modelling, forecasting tools, and financial software is preferred.
Additional Information
This position is based in Nairobi County, Kenya. The role is full-time and hybrid, meaning it includes both office-based and remote work. No salary, stipend, number of openings, start date, or application deadline was specified in the source information.