Financial Advisor, Islamic Investment Banking (Mombasa) at Standard Investment Bank

Key Responsibilities:

• Conduct thorough financial assessments for clients to understand their investment goals, risk tolerance, and financial situation.
• Develop personalized and Shariah-compliant investment strategies that adhere to Islamic financial principles, ensuring they are aligned with the client’s objectives.
• Recommend a diversified portfolio of investment products, such as Sukuk, Islamic funds, equities, and other Shariah-compliant financial instruments.
• Stay updated on the latest developments and trends in Islamic finance and investment markets to provide up-to-date advice.
• Monitor and review client portfolios regularly, making necessary adjustments based on market conditions and changing client circumstances.
• Educate clients about the principles of Shariah-compliant investing and provide guidance on the ethical and social considerations that influence investment decisions.
• Collaborate with internal teams, including research and compliance, to ensure that investment recommendations follow Shariah guidelines and regulations.
• Cultivate and maintain strong client relationships through regular communication, meetings, and proactive engagement.
• Keep accurate records of client interactions, investment decisions, and portfolio performance.
• Participate in business development activities to attract new clients and contribute to the growth of the firm’s Shariah-compliant investment advisory services.

Qualifications:

• Bachelor’s degree in Finance, Economics, Islamic Banking, or a related field. A Master’s degree or relevant certification (e.g., Certified Islamic Finance Executive) is a plus.
• A minimum of 5 years of experience as a Financial Advisor, with a proven track record in Shariah-compliant investment advisory.
• In-depth knowledge of Islamic finance principles, including Shariah-compliant investment instruments and regulations.
• Strong analytical skills to assess financial data and market trends, and the ability to translate these insights into actionable investment strategies.
• Excellent communication and interpersonal skills to build rapport with clients and explain complex financial concepts in an understandable manner.
• Proficiency in financial software and tools for portfolio analysis and investment research.
• Demonstrated ethical and professional behaviour in line with Islamic financial ethics and values.
• Ability to work independently and as part of a team, while managing multiple clients and priorities simultaneously.
• Fluency in Somali and Swahili is a plus, as the role may involve communicating with clients from diverse backgrounds.