Individual Financial Advisor

Company Description:

Winton Investments Services Limited is a fast growing independent off-shore financial advisory company.
Winton Investments Services Limited was incorporated in 2004. We have offices in Nairobi, Mombasa and Dar-es-salaam. Winton prides itself in being one of the few companies who have been licensed to provide off-shore financial advice by the Capital Markets Authority. We currently have over 200 clients consisting of individual clients, corporate clients and institutional investors.
Winton Prides itself in being one of the very few financial advisory firms who provide after sales services to its clients. We are not focused on making a sale, but on building a long term relationship with each of our clients.
Winton represents several different providers for investments and life assurance. This allows us to provide the best solution for you after we have fully understood your needs.

Application Deadline: 11/16/2008

Position Description:
Currently, Winton Investment Services Ltd is seeking for qualified candidates to join their team as Individual Financial Advisor. This opportunity is a Permanent position to be based in Nairobi, Kenya.

Responsibilities:
Achieve sales targets set by management
Prospect clients through:
-Cold calling
-Personal networking
-Standard referral system
-Group presentations
-Participating in expos and marketing events
Create need for WIS products in prospective clients
Generate business via cross-selling to existing clients
Present periodic reports on performance to supervisor
Attend and participate company sponsored corporate events
After understanding client needs, to explain to the client what gaps they have in their financial planning and provide solutions for these gaps.
To get the client to sign up with solutions from us.
To provide “wow” after sales service.
Liaise with internal departments in order to service clients.
Service existing client via:
-Personal visits
-Telephone calls
-Email correspondence

Candidate Requirements:
University degree, preferably in a Business related field.
Professional qualification in financial advisory
Computer literate and possessing excellent communication, organizational and presentation skills.
Knowledge of the local and International Financial Markets.
At least 1 year experience on selling financial products, or 3 years experience in Corporate Sales.

Communication
-Must have good communication skills that reflect a professional image of the Company in order to cultivate and develop a long-term relationship with clients.
-Excellent verbal and written communication skills.
-Ability to work with minimum supervision.
-Should be able to comprehend and execute instructions from superiors.
-Outgoing and passionate about working with and for people.

Co-operation
-Should be able to work closely as a team member with colleagues and superiors.

Initiative
-Innovative, proactive and creative, especially with regards to developing systems, policies, procedures and problem solving.
-Must be able to react and keep abreast of daily changes in the industry.
-Must be able to think fast and provide solutions to problems and client expectations.
-Should have the ability to develop and derive new procedures and processes to improve customer service.

Adaptability
-Should be able to handle pressure and stress of customer and staff demands.
-Should be able to handle pressure and stress of an excessive workload and extra responsibilities at times.
-Is open to and is able to cope with change, is able to deal with ambiguity as a result of change.
-Good time management and multi tasking skills.

Interested candidates are invited to send latest CV directly to neil@winton-investments.com quoting your availability and expected salary.

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