2 jobs in Madison Group Kenya
Investment and financial services advisor
Posted today
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Job Description
Company Description
Madison Group Limited is a leading locally owned insurance company in Kenya, incorporated in 1988 following a merger between Crusader Plc and Kenya Commercial Insurance Corporation. Offering both Life and General Insurance as well as Investment Management services, Madison has its headquarters in Nairobi, with twenty-seven branches across principal towns in Kenya. Despite economic challenges and industry competition, Madison continues to grow, achieving a combined premium income of over 2 billion by the end of 2012. The company's primary objectives are to provide top-notch insurance products at reasonable prices and offer unparalleled customer service.
Role Description
This is a full-time on-site role located in Nairobi County, Kenya, for an Investment and Financial Services Advisor. The advisor will be responsible for providing clients with financial planning, investment advice, retirement planning, and overall financial advisory services. Day-to-day tasks include analyzing clients' financial situations, developing personalized financial plans, recommending appropriate investment products, and maintaining long-term client relationships through exceptional customer service.
Qualifications
- Financial Planning, Finance, and Retirement Planning skills
- Strong knowledge of Investments and Financial Advisory services
- Excellent communication and interpersonal skills
- Analytical and problem-solving abilities
- Ability to work independently and as part of a team
- Diploma or Bachelor's degree in Finance, Economics, Business Administration, or related field
- Professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
- Experience in the insurance or financial services industry is preferred
Financial Advisor
Posted today
Job Viewed
Job Description
Company Description
Madison Group Limited is a leading locally owned insurance company in Kenya, established in 1988 following a merger between Crusader Plc and Kenya Commercial Insurance Corporation. With its headquarters in Nairobi and 27 branches across major towns in Kenya, Madison offers a wide range of life and general insurance, and investment management services. Despite economic challenges and intense industry competition, Madison has grown significantly, achieving a combined premium income of over 2 billion by the end of 2012. The company is dedicated to providing the best insurance products at reasonable prices while offering unparalleled customer service.
Role Description
This is a full-time on-site role located in Nairobi for a Financial Advisor. The Financial Advisor will conduct financial planning, provide investment advice, assist with retirement planning, and offer comprehensive financial advisory services. The day-to-day tasks include meeting with clients to discuss financial goals, analyzing financial data, creating strategies to meet financial objectives, and keeping clients informed about market trends and regulatory changes.
Qualifications
- Financial Planning and Finance skills
- Retirement Planning and Investments skills
- Financial Advisory skills
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Relevant certifications such as CFP, CFA, or equivalent are advantageous
- Bachelor's degree or Diploma in Finance, Economics, or related field