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Madison Assets Management Unit Managers and Financial Advisors Jobs in Kenya

Category: General Jobs in Kenya
Posted: Jan 29, 2014

Unit Managers 

The company is looking to grow its team by recruiting Unit Managers

Key Responsibilities

  • Leading a team of agents
  • Grow and recruit more team members
  • Train, motivate and help the agents with production
  • Preparation of weekly and monthly targets, reviews, activities, etc.
  • Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises;
  • Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
  • Analysing information and preparing plans best suited to individual clients’ requirements;
  • Researching the marketplace and providing clients with information on new and existing products and services;
  • Designing financial strategies;
  • Assisting clients to make informed decisions;
  • Researching information from various sources, including providers of financial products;
  • Promoting and selling financial products to meet given or negotiated sales targets;
  • Negotiating with clients for the best possible rates;
  • Liaising with other professionals, market research and intelligence
  • Keeping up to date with financial products and legislation;
  • Producing financial reports;
  • Contacting clients with news of new products or changes to legislation that may affect their savings and investments;
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
  • You must have been in this industry for some time.
  • Sales and marketing also encouraged.
  • Must have working experience as a financial advisor.
  • Mature individual.
  • Good interpersonal skills.
  • Team player.
  • Innovativeness.
  • Aggressive
  • Hungry for success.
Interested and qualified candidates can send their CV and cover letter to: [email protected]

Investment Advisors

We are currently recruiting Investment Advisors responsible for the sales of Madison Asset products and managing client relations.

Successful candidates should at least posses a higher diploma and above, have good interpersonal skills, confident and active.

Successful candidates will attract good remuneration and networking abilities. send your CV to [email protected]


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