Client Service Executive Jobs in Kenya

Client Service Executive Jobs in Kenya

We are an independent financial advisory company that’s committed to enhancing the financial lives of our clients and to enriching their family legacies through organization and deployment of wealth in ways that enable their lives to be happier, more harmonious and secure.

We listen to the client plans, objectives and goals be it building wealth, education plans for children, saving and retirement planning etc.

We carefully think through every client’s needs to come up with an optimal plan for each individual case.

We have achieved this by partnering with both local and off-shore companies that enable us offer various products and services including: Stocks Portfolio Management, Purchase of over the Counter shares, Loan Facilitation, Project Management, Fixed deposits, Unit Trusts, Government and Corporate Bonds, Collective Investment schemes, Offshore Investments

We are hence looking for well-organized and highly motivated Client Service Executive who are result-oriented to achieve the following:

Main Responsibilities