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Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance.
Job Ref. No. JAML026
Role Purpose
The role holder is responsible for delivering personalized financial advice and wealth management services to high-networth individuals (HNWI). This role involves building and maintaining strong client relationships, developing tailored financial strategies, and collaborating with the business development team to support the growth of the HNWI client base. The Private Wealth Advisor ensures that clients receive exceptional service and guidance to achieve their financial goals.
Main Responsibilities
Client Relationship Management
Financial Planning and Advisory
Business Development
Compliance and Risk Management
Team Collaboration and Professional Development
Corporate Governance
Culture
Key Competencies
Qualifications
Relevant Experience
If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by 8th August 2024.
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