Alternate Doors Wealth Advisor Job


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Wealth Advisor Job, Finance Jobs in Kenya 2021,

Our Client a leading Investment, Insurance Training and Consulting firm is currently looking to hire a Wealth Advisor.

Responsibilities

  • Extensive Communication with Clients and their advisors.
  • Ability to discuss investment performance, economic and market trends.
  • Direct consultation with attorneys, accountants and other advisors on financial, lifestyle and estate planning.
  • Client meeting planning, facilitation and presentation.
  • Develop and/ or deliver private wealth education sessions to clients and staff.
  • Develop a knowledge of the client’s entire financial and family situation and be able to structure a goals based investment and financial plan.
  • Ability to discuss estate planning and work with internal and external resources to meet estate planning goals of the client.
  • Understand and coordinate income lifestyle planning and work closely with client advisors.
  • Evaluate and discuss options to meet client philanthropic goals.
  • Seek to establish a level of trust and confidence with the client so that any financial issue can be addressed and solutions offered.
  • Ability to establish client investment objectives including risk tolerance, asset allocation and requirements.
  • Develops an investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance. Annually reviews IPS with client.
  • Implementation of investment plans.
  • Translate investment policy to individual investment objectives.
  • Monitor performance versus benchmarks and develops insights for clients regarding key contributors and detractors.
  • Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to rebalance.
  • Reviews portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly.
  • Present alternative investment ideas to clients.
  • Manage investment transition for new clients.
  • Collaborates with and is accountable to the Investment Management & Research Team regarding investment strategy and client portfolio structure including, but not limited to, bringing impact/mission related investing ideas to the manager Research team and helping to engage in due diligence on those ideas.
  • Provide recommendations to individuals and family foundations enabling them to fulfill their goals related to mission/impact investing.
  • Evaluate large holdings for performance relative to the overall portfolio and plan strategies for diversification.
  • Develops leads and referrals from current clients and outside contacts.
  • Seek to increase current accounts through additions to AUM.
  • Offer value-added fee-based services.
  • Participate in sales meetings with prospective clients.

Qualifications

  • Master’s degree or equivalent in related field ( Investments, Finance, Law, Accounting/Tax, Economics, Business Administration)
  • 15 years of related experience or an equivalent combination of Education and experience.
  • At Least one CFP, CPA, CFA or CIMA certification; extensive knowledge of certifications not earned.
  • Extensive leadership, communication and coaching classes (Coaching for results, meeting facilitation, leadership 360, etc.)
  • Ability to foster teamwork and motivate colleagues.
  • Capacity to work with demanding clients and diverse groups of people.
  • Client- Centered focus.
  • Excellent consultative skills.
  • Team player
  • Entrepreneurial spirit.
  • Enthusiastic, positive energy.
  • Excellent strategic thinking ability.

How To Apply

Please send your CV to [email protected]

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