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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: JAML001
Role Purpose
To provide Professional Investment Advisory services to our clients within the Retail, High Net worth & Institutional segments. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.
Main duties and responsibilities:
Key Competencies
Qualifications
Relevant Experience
Job Ref. No: JAML002
Role Purpose
To provide Professional Investment Advisory services to our clients within the retail segment. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.
Main duties and responsibilities:
Key Competencies
Qualifications
Relevant Experience
Job Ref. No: JAML003
Role Purpose
The Portfolio Manager is responsible for executing the Company’s Investment Strategy in consultation with the Investment Committee and support the Marketing Team in selling the Company’s Investment Products to grow assets under management. They will also oversee and manage investment portfolios for a variety of clients, ensuring that they are aligned with each client's investment objectives, risk tolerance, and time horizon. The Portfolio Manager will work closely with clients, financial advisors, and other professionals to develop and execute investment strategies that maximize returns while minimizing risk.
Main duties and responsibilities:
Investment
Business Development
Reporting & Relationship Management
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 Friday, 5 th May 2023
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