221 Retail Banking jobs in Kenya

Company Description

Lulek Capital Management Ltd offers comprehensive investment and insurance services with a deep commitment to helping individuals and businesses achieve their financial goals. The company blends expertise, innovation, and personalization to deliver exceptional value. With a mission to empower clients with the knowledge and solutions needed to build and protect their financial futures, Lulek Capital offers a range of investment products and strategies, including retirement planning and wealth management. Additionally, the company provides insurance solutions encompassing life, health, and property insurance to safeguard what matters most to clients.

Role Description

This is a full-time on-site role for a Financial Services Advisor located in Nairobi County, Kenya. The Financial Services Advisor will be responsible for providing financial planning, retirement planning, and investment advisory services to clients. Key tasks include analyzing clients' financial situations, offering financial advice, developing personalized financial strategies, and managing investment portfolios. The advisor will also be responsible for maintaining client relationships, conducting regular reviews, and staying updated on financial market trends and products.

Qualifications

• Expertise in Financial Planning and Retirement Planning
• Strong background in Finance and Investments
• Experience in providing Financial Advisory services
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Experience in the financial services industry is highly desirable

• Develop and execute annual audit plans, identifying key risk areas within the financial services operations.
• Conduct detailed risk assessments and internal control evaluations across various departments and processes.
• Plan, manage, and execute financial, operational, and compliance audits in accordance with professional standards.
• Examine accounting records, financial statements, and internal control systems to identify weaknesses or inefficiencies.
• Document audit procedures, findings, and recommendations clearly and concisely.
• Prepare comprehensive audit reports for senior management and the audit committee, highlighting key risks and control deficiencies.
• Follow up on audit findings to ensure that management implements corrective actions effectively and in a timely manner.
• Stay updated on industry best practices, regulatory changes, and emerging risks in the financial services sector.
• Build and maintain strong working relationships with stakeholders across the organization.
• Provide guidance and mentorship to junior audit staff.

• Bachelor's degree in Accounting, Finance, or a related field. Professional certifications such as CPA, ACCA, CIA, or CISA are highly preferred.
• Minimum of 6 years of experience in internal audit, external audit, or risk management, with a significant focus on the financial services industry.
• Strong understanding of accounting principles (e.g., IFRS), auditing standards, and risk-based audit methodologies.
• Proven experience in identifying and assessing financial, operational, and compliance risks.
• Excellent analytical, critical thinking, and problem-solving skills.
• Proficiency in data analysis tools and audit management software.
• Exceptional written and verbal communication skills, with the ability to articulate complex findings effectively.
• High level of integrity, objectivity, and professional skepticism.
• Demonstrated ability to work independently, manage multiple audit projects simultaneously, and meet deadlines in a remote work environment.
• Strong interpersonal skills to effectively engage with management and staff at all levels.

• Lead and manage client engagements within the financial services industry, focusing on areas such as strategy, digital transformation, risk management, regulatory compliance, and operational efficiency.
• Conduct thorough market research, data analysis, and diagnostic assessments to identify client challenges and opportunities.
• Develop strategic recommendations and actionable implementation plans tailored to the unique needs of financial institutions.
• Facilitate workshops, interviews, and client meetings (virtually and/or in-person as needed) to gather insights and build consensus.
• Prepare high-quality deliverables, including reports, presentations, and proposals.
• Mentor and guide junior consultants, fostering their professional development.
• Stay abreast of industry trends, emerging technologies, and regulatory changes impacting the financial services sector.
• Contribute to the development of our client's intellectual capital and thought leadership.
• Manage project timelines, budgets, and resources effectively.
• Build and maintain strong client relationships, acting as a trusted advisor.

• Master's degree in Business Administration, Finance, Economics, or a related field.
• Minimum of 6 years of experience in management consulting or within the financial services industry, with a strong consulting track record.
• Deep understanding of the financial services landscape, including banking, insurance, and capital markets.
• Proven expertise in areas such as strategy development, digital transformation, operational improvement, or risk and compliance.
• Exceptional analytical, problem-solving, and strategic thinking abilities.
• Outstanding communication, presentation, and interpersonal skills, with the ability to influence senior stakeholders.
• Experience working in a remote or hybrid capacity, demonstrating excellent self-discipline and collaboration skills.
• Proficiency in data analysis and financial modeling.
• Ability to travel occasionally as required by client engagements.

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

• Master's degree in Business Administration, Finance, Economics, or a related field.
• Minimum of 8 years of progressive experience in management consulting, with a significant focus on the financial services industry.
• Proven track record of successfully delivering strategic and operational projects for banks, insurance companies, or other financial institutions.
• Deep understanding of financial services operations, products, regulations (e.g., Basel III, IFRS 9), and market dynamics.
• Exceptional analytical, problem-solving, and strategic thinking skills.
• Strong business acumen and the ability to translate complex financial concepts into actionable advice.
• Superior client-facing skills, with the ability to build rapport and trust with senior executives.
• Excellent communication, presentation, and leadership abilities.
• Experience in change management and implementing complex solutions.
• Ability to work autonomously, manage multiple engagements, and deliver high-quality results in a remote setting.
• Relevant professional certifications (e.g., CFA, FRM) are a strong asset.

• Developing and refining risk models and methodologies to identify and measure potential risks.
• Conducting comprehensive risk assessments for new products, processes, and strategic initiatives.
• Monitoring key risk indicators (KRIs) and preparing regular risk reports for senior management and regulatory bodies.
• Performing stress testing and scenario analysis to evaluate the impact of adverse market conditions.
• Assisting in the development and implementation of risk mitigation strategies and controls.
• Staying up-to-date with evolving regulatory landscapes (e.g., Basel III, IFRS 9) and ensuring compliance.
• Collaborating with business units to foster a strong risk culture throughout the organization.
• Providing training and guidance to junior risk analysts.
• Investigating and reporting on significant risk events.

• Master's degree in Finance, Economics, Mathematics, Statistics, or a related quantitative field.
• Minimum of 6 years of experience in risk management within the banking or financial services sector.
• In-depth knowledge of financial instruments, markets, and risk management principles.
• Proven experience with quantitative risk modeling and statistical analysis tools (e.g., R, Python, MATLAB).
• Strong understanding of relevant financial regulations.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication and presentation skills, with the ability to convey complex risk concepts clearly.
• Ability to work independently and manage priorities effectively in a remote environment.
• Professional certifications such as FRM or PRM are a significant advantage.