Financial Advisor Job at Ndovu… See details on how to apply for the opportunities available at Ndovu.
Descriptions;
ndovu is an investment platform that provides easy access to global financial markets, including Africa. ndovu digitizes the investing process, providing access to global markets whilst providing advice all through your phone. ndovu is regulated by the Capital Markets Authority of Kenya as a Fund Manager.
RESPONSIBILITIES:
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in investment planning, cash management, and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Qualifications:
- 1-2 years of experience in financial related roles or investment consulting providing quality financial advice.
- Holds one of the following qualifications CIFA, CFA, CPA, CAIA,
- Knowledge of mutual funds, securities, and insurance industries is requirement.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Not afraid to roll up your sleeves and get stuff done in a fast-moving, ever-changing startup environment.
