General & Marketing Development Manager

About the company

It is a client centric, independent financial advisory and coaching company, but with a very unique approach. 'We focus on making your money and lifestyle work for you, guiding you along your personalized journey. '

The key duties you will have are as follows:

• Responsible for the successful and efficient running of the Kenya office which also serves as the main administrative hub for the company
• Ensured the daily functioning of different departments in the office
• Provided support, advice, and ongoing training to newly recruited consultants and also train new and existing if new technologies or systems are introduced to the company
• Respond to employee concerns in timely manner
• Ensure employees work in harmony with each other and there's a conducive environment for the same
• Enforce company policy
• Complete administrative work and correspond with other departments
• Plan, coordinate, and manage all business operations to achieve the company goals
• Assist in budget preparation and expense management activities
• Address client inquiries promptly and ensure customer satisfaction
• Making sure all items (stationery etc.) required in the office are available
• Making sure office equipment are in good order.
• Set up and Manage the Director's calendar
• All information pertaining to clients have been correctly filed in the systems and information recorded on CRM
• Bring in leads from referrals / networking events / personal contacts
• Represent the company in ongoing networking events both business and social, ensuring the reputation of the company continues
• Make calls to prospects to book meetings for Director
• Strengthened the relationships between the company and the intermediaries we work with to improve the service offered to clients
• Ensure social media posts are prepared and approved in advance of the dates required
• Seminar / Workshop Coordination,  planning
• Preparation of presentations. – power points
• Ensure monthly or any marketing information etc to clients through Mailchimp or broadcast
• All Marketing materials are in order i.e. the presentation booklets for testimonial, affiliate partnership etc
• Oversee that recent articles required have been saved in the correct folder
• Bring in new business
• Manage the expectations of our clients and ensuring they are kept constantly updated with the performance of their investments by arranging performance reviews with the clients for the Director
• Meet clients for coffee chats
• Meet clients to review the performance of their investment
• Prepare reports from Fact find for new prospects

Knowledge And Skills

• Bachelors degree in marketing and business administration or related field is advantageous.
• Qualification in Certified Investment and Financial Analysts (CIFA) or The Chartered Institute for Securities & Investment (CISI) will be an added advantage
• Good understanding of Financial Services Industry related legislation and regulation
• Experience in managing a country hub
• At least three years’ work experience within sales or marketing
• Understanding of sales processes and service industry
• Fluency in English 
• Willingness to work overtime in order to achieve targets
• Being fully computer literate
• 35 years old+
• Excellent networking skills.

*Remuneration to be discussed at the interview

Application closes on 2nd June 2025