O
Business Development Assistant - Independent Financial Advisor
New
Min Qualification:
Job descriptions & requirements
Orient Asset Managers Limited
Business Development Assistant - Independent Financial AdvisorResponsibilities
- Identify, recruit, and onboard Independent Financial Advisors.
- Build and maintain strong relationships with IFAs to drive consistent business.
- Provide ongoing training on investment products, portfolios, and market updates.
- Support IFAs in structuring suitable investment solutions for clients.
- Assist IFAs with client presentations, proposals, and high-value client engagements.
- Monitor IFA performance against agreed targets and take corrective action where necessary.
- Respond promptly to IFA sales enquiries and client escalations.
- Conduct regular market visits and relationship management meetings.
- Prepare weekly sales performance and pipeline reports.
- Participate in the development of new products and distribution strategies.
Apply online at https://www.orientasset.co.ke/careers
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