Posted:3 hours ago
By:Hiring Kenya
Company Details
Industry:
Banking
Description:
Momentum Credit was founded on the 29th of July 2013 and was formerly known as Platinum Bridging Capital Limited. The company rebranded to Momentum Credit in March 2017 with purposeful intent to reorient its focus to meet an overwhelming market need of providing structured working capital solutions to Individuals and Small Medium Enterprises (SMEs). SMEs are touted, by reputable institutions such as the World Bank, as the economic growth engines that shall drive Africa out of chronic poverty to the utopia of middle income status. However such companies regularly face a crippling lack of access to financing, due to the broad based perception of being too risky. Contrary to this belief, we at Momentum Credit believe in the aspirations of our continent and exist as a credible alternative for this market. We now focus on providing structured solutions that make credit easily and readily accessible to those that can afford such financing, whom in most cases, would be undeservedly labelled as unbankable. Which is w
Job Description
This is a full-time on-site role for Financial Advisors based in Kisii. The Financial Advisor will be responsible for assisting clients with financial planning, offering professional advice on investments, and guiding individuals in creating strategies for achieving financial security and retirement goals. Daily responsibilities include assessing clients’ financial situations, preparing customized financial plans, and providing recommendations to help clients achieve their financial objectives.
Qualifications
- Proficiency in Financial Planning and an understanding of the basics of Finance
- Knowledge of Retirement Planning and strategies for achieving long-term financial goals
- Expertise in Investments and the ability to guide clients in making sound investment decisions
- Proven experience in providing Financial Advisory services
- Strong communication and interpersonal skills to build relationships with clients
- Relevant certifications or training in finance or financial planning is an advantage
- Ability to work independently and manage client portfolios effectively
Salary: Discuss During Interview
Education: Diploma
Employment Type: Full Time
