24 Client Advisor jobs in Kenya
Apprentice Financial Advisor - Client Relations
00100 Abothuguchi West
KES30000 month
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Our client, a leading financial advisory firm, is looking for enthusiastic and motivated Apprentices to join their team as Financial Advisor Trainees. This is a fully remote, foundational program designed to equip individuals with the skills and knowledge needed to excel in client relations and financial planning. You will gain hands-on experience in understanding client financial needs, providing tailored advice, and building lasting relationships. This apprenticeship offers a structured learning path and direct mentorship.
Key responsibilities include assisting senior financial advisors in client meetings, preparing financial plans, and conducting research on investment products and market trends. You will learn to use financial planning software, manage client portfolios, and ensure compliance with all regulatory requirements. The ability to communicate effectively with clients, understand their goals, and build trust is essential. You will develop strong organizational skills to manage client data and follow-up communications, all within a remote work environment. This program emphasizes professional development and practical application of financial concepts.
The ideal candidate will possess a strong interest in finance and a desire to build a career in financial advisory. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred. Excellent communication, interpersonal, and customer service skills are mandatory. You should be eager to learn, highly motivated, and possess strong organizational and time management abilities. Familiarity with basic financial concepts is a plus. The ability to work independently, manage tasks effectively, and collaborate with a remote team is crucial. This is an exceptional opportunity for driven individuals to launch their career in financial services and develop expertise in client relations, with the flexibility of a remote internship.
Responsibilities:
Key responsibilities include assisting senior financial advisors in client meetings, preparing financial plans, and conducting research on investment products and market trends. You will learn to use financial planning software, manage client portfolios, and ensure compliance with all regulatory requirements. The ability to communicate effectively with clients, understand their goals, and build trust is essential. You will develop strong organizational skills to manage client data and follow-up communications, all within a remote work environment. This program emphasizes professional development and practical application of financial concepts.
The ideal candidate will possess a strong interest in finance and a desire to build a career in financial advisory. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred. Excellent communication, interpersonal, and customer service skills are mandatory. You should be eager to learn, highly motivated, and possess strong organizational and time management abilities. Familiarity with basic financial concepts is a plus. The ability to work independently, manage tasks effectively, and collaborate with a remote team is crucial. This is an exceptional opportunity for driven individuals to launch their career in financial services and develop expertise in client relations, with the flexibility of a remote internship.
Responsibilities:
- Assist senior advisors in client consultations.
- Prepare financial plan documents.
- Research investment products and market trends.
- Learn and utilize financial planning software.
- Manage client data and communication.
- Understand and adhere to compliance regulations.
- Build client relationships and provide support.
- Shadow experienced financial advisors.
- Bachelor's degree in Finance or related field (preferred).
- Strong interest in financial services.
- Excellent communication and interpersonal skills.
- Customer-focused attitude.
- Eagerness to learn and adapt.
- Strong organizational and time management skills.
- Ability to work independently in a remote setting.
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Remote Financial Advisor - Client Portfolio Management
60110 Gathiruini
KES70000 annum plus
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Our client, a reputable financial institution, is seeking a dedicated and client-focused Remote Financial Advisor to join their expanding team. In this hybrid role, you will manage a portfolio of clients, providing expert financial planning and investment advice. You will conduct client meetings virtually, utilizing digital tools to discuss financial goals, assess risk tolerance, and develop personalized investment strategies. Responsibilities include market analysis, portfolio rebalancing, retirement planning, and estate planning. You will also be responsible for client acquisition through proactive outreach and networking. The ideal candidate possesses strong communication, interpersonal, and analytical skills, with a deep understanding of financial markets and products. Regulatory compliance and ethical conduct are paramount. You will work closely with internal support teams and investment specialists to ensure clients receive comprehensive financial solutions. This role requires a self-starter who can build and maintain strong client relationships in a flexible work environment.
Key Responsibilities:
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, including investment, retirement, insurance, and estate planning.
- Conduct client needs analysis, risk assessment, and financial goal setting.
- Manage and grow a portfolio of client accounts, ensuring alignment with their financial objectives.
- Provide regular portfolio performance reviews and make recommendations for adjustments.
- Stay informed about market trends, economic conditions, and new financial products.
- Identify and pursue new business opportunities through networking and client referrals.
- Ensure compliance with all relevant financial regulations and company policies.
- Utilize CRM and financial planning software to manage client information and track progress.
- Collaborate with specialists in areas such as tax planning and estate law to provide holistic advice.
- Deliver exceptional client service and build long-term, trusted relationships.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 3-5 years of experience in financial advising, wealth management, or a similar client-facing financial role.
- Relevant certifications such as CFP (Certified Financial Planner), Series 7, and Series 63/65 are highly preferred.
- Proven track record of successfully managing client relationships and achieving sales targets.
- Strong knowledge of investment products, financial markets, and financial planning strategies.
- Excellent communication, presentation, and interpersonal skills.
- Proficiency with financial planning software and CRM systems.
- High ethical standards and a commitment to client best interests.
- Ability to work independently and manage time effectively in a hybrid work model.
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1
Senior Auditor - Financial Services
00100 Abothuguchi West
KES7200000 Annually
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Posted 4 days ago
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Our client, a prestigious financial institution, is seeking a seasoned Senior Auditor to enhance its internal audit function. This is a fully remote position, offering significant flexibility and the opportunity to work with a leading global company from your preferred location. You will be responsible for conducting comprehensive internal audits of financial operations, assessing internal controls, identifying risk areas, and recommending improvements to enhance efficiency and compliance. Your duties will include planning and executing audit procedures, documenting audit findings, preparing detailed audit reports, and following up on the implementation of corrective actions. You will collaborate virtually with management across various departments to ensure adherence to regulatory requirements and best practices. The ideal candidate will hold a professional accounting designation (e.g., CPA, CIA) and possess a minimum of 6 years of experience in internal audit, external audit, or risk management, preferably within the financial services sector. Strong knowledge of banking regulations, accounting standards (IFRS/GAAP), and auditing methodologies is essential. Experience with data analytics tools for audit purposes is a significant advantage. Excellent analytical, problem-solving, and communication skills are paramount for effectively conveying audit findings and recommendations in a remote environment. We are looking for a detail-oriented, independent, and proactive professional committed to upholding the highest standards of integrity and professional skepticism. This role offers a superb opportunity to contribute to the financial health and stability of a major organization while enjoying the benefits of a fully remote work experience.
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2
Management Consultant - Financial Services
90100 Mumbuni
KES170000 Annually
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Posted 7 days ago
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Our client is looking for a skilled and experienced Management Consultant focused on the Financial Services sector, based in **Machakos, Machakos, KE**. This role is crucial for advising financial institutions on optimizing their operations, enhancing customer experience, and navigating complex regulatory environments. You will be responsible for conducting thorough analyses of client businesses, identifying strategic opportunities, and developing innovative solutions to address challenges. The ideal candidate will possess a deep understanding of the financial services industry, including banking, insurance, and investment management, coupled with strong analytical and problem-solving skills. Responsibilities include market analysis, operational efficiency improvements, digital transformation strategies, and risk management advisory. You will work closely with clients' leadership teams to understand their needs, develop tailored strategies, and support the implementation of recommended changes. Excellent communication, presentation, and interpersonal skills are essential for building strong client relationships and driving project success. This position requires a proactive approach, a keen eye for detail, and the ability to manage multiple projects effectively in a client-facing environment. Experience in regulatory compliance and fintech solutions would be a significant advantage. Join a leading consulting firm committed to delivering high-impact solutions and fostering long-term client partnerships. You will contribute to critical projects that shape the future of financial services.
Qualifications:
Qualifications:
- Master's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 6 years of experience in management consulting or within the financial services industry.
- Proven expertise in financial services operations, strategy, and regulation.
- Strong analytical and problem-solving capabilities.
- Excellent client management and stakeholder engagement skills.
- Proficiency in financial modeling and data analysis tools.
- Ability to work collaboratively in a team environment and manage project deliverables.
- Strong presentation and communication skills.
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3
Senior Risk Analyst - Financial Services
00103 Gathiruini
KES165000 Annually
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Our client, a prominent financial institution, is seeking a highly analytical and detail-oriented Senior Risk Analyst to join their dynamic team. This fully remote position offers an exceptional opportunity to contribute to robust risk management frameworks from anywhere. You will be responsible for identifying, assessing, and mitigating various financial risks, including credit risk, market risk, and operational risk. Your core duties will involve developing and implementing sophisticated risk models, conducting stress testing, and performing scenario analysis to evaluate the potential impact of adverse events on the company's financial health. This role requires a deep understanding of financial markets, quantitative analysis, and regulatory requirements within the insurance sector. You will work closely with senior management and business units to embed a strong risk culture and ensure compliance with internal policies and external regulations. The ideal candidate will possess advanced analytical skills, proficiency in statistical software (e.g., R, Python, SAS), and experience with data visualization tools. You will be adept at interpreting complex financial data, translating it into actionable insights, and communicating your findings clearly to both technical and non-technical audiences through virtual channels. Strong problem-solving abilities and a proactive approach to risk identification are essential. Experience in the insurance industry, particularly with Solvency II or similar regulatory frameworks, is a significant advantage. This position is perfect for a seasoned professional looking to leverage their expertise in a remote capacity, impacting strategic decisions for a key player in the **Mlolongo, Machakos, KE** region and beyond.
Responsibilities:
Responsibilities:
- Identify, assess, and monitor financial risks across the organization.
- Develop and validate quantitative risk models.
- Conduct scenario analysis and stress testing.
- Analyze portfolio exposures and concentrations.
- Prepare risk reports and present findings to senior management.
- Ensure compliance with regulatory requirements and internal policies.
- Collaborate with business units to implement risk mitigation strategies.
- Enhance risk management frameworks and processes.
- Contribute to capital adequacy assessments.
- Stay updated on industry best practices and emerging risks.
- Master's degree in Finance, Economics, Statistics, or a related quantitative field.
- 5+ years of experience in risk management within the financial services or insurance industry.
- Strong understanding of financial markets and instruments.
- Proficiency in statistical analysis software (R, Python, SAS).
- Experience with risk modeling techniques and validation.
- Knowledge of regulatory frameworks (e.g., Solvency II) is highly desirable.
- Excellent analytical, problem-solving, and communication skills.
- Ability to work independently and manage time effectively in a remote setting.
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4
Senior Compliance Officer - Financial Services
10200 Bungoma, Western
KES110000 month
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Our client is seeking a diligent and experienced Senior Compliance Officer to join their remote legal and compliance team. This critical role involves ensuring adherence to all relevant financial regulations, laws, and internal policies. You will be responsible for developing, implementing, and monitoring compliance programs, conducting risk assessments, and providing guidance on regulatory requirements. The ideal candidate will possess a strong understanding of financial services regulations, anti-money laundering (AML) laws, and Know Your Customer (KYC) procedures. Key responsibilities include managing regulatory reporting, investigating compliance breaches, and developing training materials for staff. This position requires a Bachelor's degree in Law, Finance, Business Administration, or a related field, with a minimum of 5 years of experience in compliance within the financial sector. Proven experience in a remote work environment, coupled with excellent analytical, research, and communication skills, is essential. You will work closely with various departments to foster a culture of compliance and mitigate risks. The ability to interpret complex regulatory documents and translate them into practical business processes is vital. This role offers a significant opportunity to contribute to the integrity and stability of our client's financial operations from a remote setting, safeguarding their business against legal and financial risks.
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5
Remote Investment Analyst - Financial Services
40200 Moiben
KES130000 Annually
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Our client is seeking a meticulous and analytical Investment Analyst to join their finance department, operating fully remotely. This role is essential for conducting in-depth financial research, analyzing investment opportunities, and providing recommendations to support strategic investment decisions. You will be responsible for evaluating market trends, assessing company financials, and building financial models to forecast performance and value investments. Key responsibilities include preparing detailed investment reports, monitoring portfolio performance, and identifying potential risks and opportunities. You will collaborate closely with portfolio managers, traders, and other financial professionals to contribute to the overall investment strategy. The ideal candidate will possess a Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field, and at least 3 years of experience in investment analysis, financial modeling, or a similar role within the financial services industry. Strong quantitative skills, proficiency in financial modeling software (e.g., Excel), and knowledge of financial databases (e.g., Bloomberg, Refinitiv) are required. Excellent written and verbal communication skills, along with the ability to present complex financial information clearly and concisely, are crucial. You must be a highly organized, detail-oriented individual with strong critical thinking and problem-solving abilities. The capacity to work independently, manage multiple tasks, and meet tight deadlines in a remote environment is essential. Our client is looking for a driven professional who can contribute to their success in the competitive financial markets through rigorous analysis and insightful recommendations.
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6
Senior Risk Manager - Financial Services
30500 Kitale, Rift Valley
KES6500000 Annually
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Our client, a leading financial institution, is seeking an experienced Senior Risk Manager to oversee their risk management framework at their headquarters in **Kitale, Trans-Nzoia, KE**. This is an essential on-site role focused on identifying, assessing, and mitigating financial and operational risks.
As the Senior Risk Manager, you will be responsible for developing and implementing robust risk management policies and procedures across the organization. You will lead a team of risk analysts, conduct comprehensive risk assessments, and ensure compliance with regulatory requirements. Your expertise in quantitative analysis and strategic risk mitigation will be vital in safeguarding the institution's assets and reputation.
Key Responsibilities:
Qualifications:
As the Senior Risk Manager, you will be responsible for developing and implementing robust risk management policies and procedures across the organization. You will lead a team of risk analysts, conduct comprehensive risk assessments, and ensure compliance with regulatory requirements. Your expertise in quantitative analysis and strategic risk mitigation will be vital in safeguarding the institution's assets and reputation.
Key Responsibilities:
- Develop, implement, and maintain the enterprise-wide risk management framework and policies.
- Identify, assess, and monitor key financial, operational, and strategic risks facing the organization.
- Conduct regular risk assessments, including stress testing and scenario analysis.
- Develop and implement risk mitigation strategies and controls.
- Ensure compliance with all relevant financial regulations and reporting requirements (e.g., Central Bank guidelines).
- Prepare comprehensive risk reports for senior management and the board of directors.
- Lead and mentor a team of risk analysts and specialists.
- Collaborate with various departments to embed a strong risk culture throughout the organization.
- Monitor market trends and regulatory changes impacting the financial services industry.
- Manage relationships with external auditors and regulatory bodies on risk-related matters.
Qualifications:
- Master's degree in Finance, Economics, Statistics, or a related quantitative field. Professional certifications such as FRM or CFA are highly desirable.
- Minimum of 8 years of experience in risk management within the financial services sector, with at least 3 years in a leadership role.
- Proven experience in developing and implementing enterprise-wide risk management frameworks.
- In-depth knowledge of financial markets, instruments, and regulatory requirements.
- Strong quantitative and analytical skills, with proficiency in statistical modeling and risk assessment tools.
- Excellent leadership, communication, and stakeholder management skills.
- Ability to interpret complex data and present findings clearly and concisely.
- Experience in managing credit risk, market risk, operational risk, and compliance risk.
- High level of integrity and ethical conduct.
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7
Graduate Business Analyst, Financial Services
01001 Makongeni
KES450000 Annually
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Posted 2 days ago
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Our client, a prestigious financial services firm renowned for its innovative approach and commitment to client success, is seeking motivated and ambitious recent graduates to join their team as Graduate Business Analysts. This is a fully remote role, offering an exceptional starting point for a career in financial analysis and consulting.
As a Graduate Business Analyst, you will work alongside experienced professionals to support various business functions, including market research, data analysis, process improvement, and project management. You will gain exposure to diverse areas of the financial services industry, contributing to client engagements and internal strategic initiatives. This program is designed to provide comprehensive training and mentorship, empowering you to develop critical analytical, problem-solving, and communication skills.
Key Responsibilities:
As a Graduate Business Analyst, you will work alongside experienced professionals to support various business functions, including market research, data analysis, process improvement, and project management. You will gain exposure to diverse areas of the financial services industry, contributing to client engagements and internal strategic initiatives. This program is designed to provide comprehensive training and mentorship, empowering you to develop critical analytical, problem-solving, and communication skills.
Key Responsibilities:
- Assist in gathering and analyzing business requirements from stakeholders.
- Conduct market research and competitive analysis within the financial services sector.
- Support the development of financial models and reports.
- Analyze data to identify trends, patterns, and insights to inform business decisions.
- Contribute to the documentation of business processes and procedures.
- Participate in project meetings and assist with project coordination tasks.
- Help in creating presentations and reports for clients and internal stakeholders.
- Learn and apply industry-standard business analysis tools and techniques.
- Support the implementation of new systems and process improvements.
- Contribute to team objectives and foster a collaborative work environment.
- Bachelor's degree in Business Administration, Finance, Economics, Statistics, or a related field.
- Strong academic record with a minimum GPA of 3.0 or equivalent.
- Excellent analytical and quantitative skills.
- Proficiency in Microsoft Excel is essential; knowledge of other data analysis tools (e.g., SQL, Tableau) is a plus.
- Strong written and verbal communication skills.
- Proactive attitude, strong work ethic, and a keen desire to learn.
- Ability to work effectively both independently and as part of a remote team.
- Excellent organizational and time management skills.
This advertiser has chosen not to accept applicants from your region.
8
Junior Data Analyst - Financial Services
90115 Gathiruini
KES450000 Annually
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Posted 2 days ago
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Our client, a leading fintech company, is seeking an ambitious and detail-oriented Junior Data Analyst to join their dynamic analytics team. This fully remote position offers an excellent opportunity for an individual passionate about data to contribute to critical business decisions within the financial services sector. You will be instrumental in collecting, cleaning, analyzing, and visualizing data to uncover insights, identify trends, and support the development of innovative financial products and services, all from your remote work environment.
Key Responsibilities:
Key Responsibilities:
- Assist in the collection, cleaning, and preprocessing of large datasets from various sources within the financial domain.
- Perform exploratory data analysis to identify patterns, trends, and anomalies, and generate reports to communicate findings.
- Develop and maintain dashboards and visualizations to track key performance indicators (KPIs) and provide actionable insights to stakeholders.
- Support senior analysts and data scientists in the development and testing of statistical models and machine learning algorithms.
- Collaborate with business teams to understand data requirements and translate them into analytical solutions.
- Ensure data accuracy and integrity through rigorous validation processes.
- Learn and apply new analytical tools and techniques to enhance data analysis capabilities.
- Contribute to the documentation of data sources, methodologies, and analytical processes.
- Participate in team meetings, providing input and insights based on data analysis.
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