Jubilee Insurance Hiring Private Wealth Advisors, Nairobi (2 posts)

Role Purpose

The role holder is responsible for delivering personalized financial advice and wealth management services to high-networth individuals (HNWI). This role involves building and maintaining strong client relationships, developing tailored financial strategies, and collaborating with the business development team to support the growth of the HNWI client base. The Private Wealth Advisor ensures that clients receive exceptional service and guidance to achieve their financial goals.

Main Responsibilities

1. Client Relationship Management
   o Develop and maintain strong, long-term relationships with HNWI clients.
   o Understand clients’ financial needs, risk tolerance, and goals to provide personalized financial advice and solutions.
   o Conduct regular reviews of client portfolios to ensure alignment with financial objectives and market conditions.
   o Serve as the primary point of contact for clients, ensuring timely and accurate responses to inquiries and requests.
2. Financial Planning and Advisory
   o Develop comprehensive financial plans tailored to the unique needs of HNWI clients.
   o Provide expert advice on a range of financial products and services, including equities, fixed income, alternative investments, and insurance solutions.
   o Monitor and evaluate investment performance, recommending adjustments as necessary to optimize client portfolios.
3. Business Development
   o Collaborate with the Head of Business Development – HNWI & Institutions to identify and pursue new business opportunities.
   o Participate in networking events, seminars, and other activities to expand the firm’s client base and enhance its market presence.
   o Develop and execute client acquisition strategies to attract and retain HNWI clients.
   o Ability to generate 100 Mn in sales per month through your identified pipeline.
4. Compliance and Risk Management
   o Ensure all client interactions and transactions comply with relevant regulations, company policies, and ethical standards.
   o Maintain accurate and up-to-date client records, including financial plans, investment proposals, and communications.
   o Identify and manage potential risks associated with client portfolios, providing proactive solutions and recommendations.
5. Team Collaboration and Professional Development
   o Work closely with other members of the business development and investment teams to deliver a cohesive and integrated client experience.
   o Stay current with market trends, economic developments, and regulatory changes to provide informed advice to clients.
   o Participate in ongoing training and professional development to enhance knowledge and skills in wealth management and financial advisory services.