295 Financial Advisors jobs in Kenya
Senior Investment Banker - Financial Advisory
Posted 13 days ago
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Job Description
Responsibilities:
- Lead client engagements, managing all aspects of M&A transactions, capital raising activities, and strategic advisory projects.
- Develop sophisticated financial models, valuation analyses, and market assessments to support transaction execution.
- Structure and negotiate complex financial agreements, including purchase agreements, merger agreements, and financing documents.
- Manage client relationships, serving as the primary point of contact and trusted advisor throughout the transaction process.
- Identify and originate new business opportunities, leveraging existing networks and market intelligence.
- Prepare comprehensive client presentations, pitch books, and deal marketing materials.
- Oversee due diligence processes, coordinating with legal counsel, accountants, and other advisors.
- Mentor and guide junior bankers and analysts within the remote team.
- Stay abreast of market trends, regulatory changes, and economic developments impacting the financial services industry.
- Ensure the highest standards of professionalism, ethics, and client service.
- Effectively manage project timelines and deliverables in a remote setting.
- Contribute to the firm's strategic growth and business development initiatives.
- Communicate complex financial concepts clearly to diverse stakeholders.
- MBA or Master's degree in Finance, Economics, or a related field from a top-tier institution.
- Minimum of 10 years of progressive experience in investment banking, corporate finance, or M&A advisory.
- Proven track record of successfully originating and executing a variety of financial transactions.
- Expertise in financial modeling, valuation techniques, and deal structuring.
- Strong understanding of capital markets, corporate finance principles, and regulatory frameworks.
- Excellent leadership, negotiation, and interpersonal skills.
- Exceptional communication and presentation abilities.
- Demonstrated ability to manage multiple complex projects simultaneously and lead remote teams effectively.
- Strong network of contacts within relevant industries and financial communities is a significant advantage.
- This role is fully remote and has a connection to the Mlolongo, Machakos, KE area, but requires no physical presence there.
VP of Investment Banking & Financial Advisory
Posted 2 days ago
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Job Description
Responsibilities:
- Originate and execute M&A, capital raising, and corporate finance transactions.
- Provide strategic financial advisory services to corporate clients.
- Develop and maintain strong relationships with key stakeholders and clients.
- Lead deal teams through all phases of the transaction process.
- Conduct comprehensive financial analysis, valuation, and due diligence.
- Prepare pitch books, presentations, and other client materials.
- Negotiate transaction terms and agreements.
- Mentor and develop junior members of the investment banking team.
- MBA or Master's degree in Finance, Economics, or a related quantitative field.
- 10+ years of progressive experience in investment banking, corporate finance, or M&A advisory.
- Demonstrated track record of originating and closing significant transactions.
- Expertise in financial modeling, valuation techniques, and transaction structuring.
- Deep understanding of capital markets, financial regulations, and industry trends.
- Exceptional analytical, problem-solving, and negotiation skills.
- Proven leadership and team management capabilities in a remote environment.
- Excellent written and verbal communication skills.
Job Description
Company Description
Britam Holdings Limited is a leading diversified financial services group listed on the Nairobi Securities Exchange. With interests across Eastern and Southern Africa, Britam offers a wide range of financial products and services including insurance, asset management, banking, and property management. Their offerings encompass life, health, and general insurance, pensions, unit trusts, investment and wealth management, offshore investments, retirement planning, and property development. For more information, visit Britam's website.
Role Description
This is a full-time, on-site role for a Financial Advisor located in Nairobi County, Kenya. The Financial Advisor will be responsible for providing financial planning and advisory services to clients. The role involves developing and managing client portfolios, retirement planning, and advising on investments. The Financial Advisor will work closely with clients to understand their financial needs and objectives and propose suitable financial products and services.
Qualifications
- Financial Planning and Retirement Planning skills
- Knowledge of Finance and Investments
- Experience in providing Financial Advisory services
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Bachelor's degree in Acturial Science, Finance, Economics, Business, or related field
- Professional certifications such as COP, ECOP, Diploma in Insurance or related qualifications are a plus
- Experience in the financial services industry is preferred
Senior Management Consultant - Remote Financial Advisory
Posted 15 days ago
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Job Description
Advisory | Accounting | Audit | Tax | Payroll
Posted today
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Job Description
About the job Advisory | Accounting | Audit | Tax | Payroll
About Us
ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally. Our mission is to instill confidence in a world of change. Enable Transformation while doing more with less Our exceptional people are the cornerstone of our unique culture and talent experience.
Responsibilities
- Understand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues.
- Develop an understanding of the ITC audit automation approach and ERP tools.
- Assess risks and evaluate the client's internal control structure.
- Perform substantive tests and tests of internal controls to identify and resolve accounting or reporting issues.
- Prepare financial statements under prescribed formats.
Required Skills And Qualifications
- Completion of 90+ credit hours towards a B.A. / B.S. degree or equivalent from an accredited university in Accounting or Finance.
- You must have passed your ACCA, CPA, CFA, or CIMA exam.
N.B: We kindly request you to complete a brief survey. Your feedback will help us enhance the candidate experience and ensure we attract the best talent.
Next Steps: Once you have completed the survey, please proceed with your job application as instructed.
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Financial Advisor
Posted today
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Company Description
At Pioneer Insurance, you're not just an employee; you're part of a thriving community. We foster a work culture centered on superior value for our staff, prioritizing job satisfaction and promoting a performance-based environment. We continuously recognize and reward performance, enhance staff welfare, and uphold core values such as teamwork, integrity, empowerment, and innovation. Our culture values cooperation, respect, empowerment, and creativity, creating a family-like, accountable, and innovative work atmosphere.
Role Description
This is a full-time on-site role for a Financial Advisor based in Kisumu County, Kenya. The Financial Advisor will be responsible for providing clients with sound advice and guidance on financial planning, investment strategies, retirement planning, and other financial advisory services. They will develop personalized financial plans for clients, assess clients' financial situations, and recommend financial products and services. The Financial Advisor will also maintain current knowledge of industry trends and regulatory requirements.
Qualifications
- Skills in Financial Planning, Finance, and Retirement Planning
- Experience with Investments and Financial Advisory
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Economics, Business, or related field
- Relevant certifications (e.g., CFP, CFA) are a plus
Financial Advisor
Posted today
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Company Description
We suggest you enter details here.
Role Description
This is a full-time role for a Financial Advisor located on-site in Nairobi County, Kenya. The Financial Advisor will be responsible for providing professional financial guidance and planning to clients. Daily tasks include developing financial plans, advising on investments, and assisting clients with retirement planning. The role also involves continuous monitoring of clients' financial situations to ensure financial goals are met and adapting plans as needed.
Qualifications
- Strong skills in Financial Planning and Finance
- Experience and expertise in Retirement Planning and Investments
- Proficiency in Financial Advisory
- Excellent analytical and problem-solving abilities
- Strong interpersonal and communication skills
- Bachelor's degree in Finance, Economics, or a related field
- Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) is a plus
- Ability to work independently and as part of a team
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licenced financial advisors
Posted today
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Company Description
CIC Insurance Group is a leading Cooperative Insurer in Africa, providing insurance and related financial services in Kenya, Uganda, South Sudan, and Malawi. The Group offers a wide range of products including General Insurance, Life Assurance, Medical Insurance, and Asset Management services. Renowned for its pioneering role and leadership in Micro-insurance, CIC Insurance Group is distinguished by its focus on innovation and excellence in service delivery, earning National and International recognition.
We're Hiring – sales insurance agents
Looking for a sales insurance agent to work in a leading Insurance company
Certificate Level
Good communication skills
Experience in the insurance industry it's an added advantage.
Must have 25 yrs of age and above.
Incentive: KSh 15,000 plus attractive commissions
Send your CV to
Location: Nairobi
Role Description
This is a full-time on-site role for a Licensed Financial Advisor located in Nairobi. The Financial Advisor will be responsible for financial planning, investment management, retirement planning, and providing comprehensive financial advice. Day-to-day tasks include assessing clients' financial needs, developing and implementing personalized financial plans, advising on investment opportunities, and ensuring clients achieve their financial goals.
Qualifications
- Proficiency in Financial Planning and Finance
- Expertise in Retirement Planning and Investments
- Experience in Financial Advisory services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Relevant certifications and licenses required for financial advising
- Bachelor's degree in Finance, Economics, or related field
- Experience in the insurance or financial services industry is an advantage
Independent Financial Consultant
Posted today
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Company Description
Self-Employment.
Role Description
This is a contract role for an independent financial consultant. The role is on-site/hybrid and located in Mombasa and Nairobi County, Kenya. Join me in helping people build wealth with institutional-grade investment solutions. The Consultant will be responsible for analyzing investors' needs, offering expert advice, and implementing strategic solutions. Day-to-day tasks include meeting clients to assess investment requirements, prospecting, conducting research, providing guidance, and monitoring investment progress. The Independent Financial Consultant will also be responsible for monitoring clients' financial performance and making necessary adjustments to their financial plans.
Qualifications
- Financial Planning, Retirement Planning skills
- Investment and Finance expertise
- Strong Analytical Skills
- Excellent written and verbal communication skills
- Excellent client relationship management and communication skills
- Ability to work independently and collaboratively in a team environment and meet deadlines
- Proficiency in financial software and tools
- Bachelor's degree in Finance, Economics, or related field
Financial Advisor
Posted today
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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