Department: Cooperate Investment
Reports To: Head Of Cooperate Investment
Company Description
We are committed to helping you secure your tomorrow with our comprehensive suite of insurance, pensions, and investment solutions. Our dedication ensures that you have the tools and services you need to plan and protect your future effectively.
Role Description
This is an on-site, full-time role for a Financial Advisor based in Kampala. The Financial Advisor will be responsible for day-to-day tasks including providing financial planning and retirement planning services, managing investment portfolios, and offering financial advisory to clients. The role involves gathering client's financial information, analyzing financial status, and presenting suitable financial products and services.
Qualifications
• Financial Planning and Financial Advisory skills
• Knowledge in Investments and Finance
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Ability to work independently and as part of a team
• Aged 25 and above
• Experience in Financial planning is added advantage

• Provide financial planning and retirement planning services
• Manage investment portfolios
• Offer financial advisory to clients
• Analyze financial status
• Present suitable financial products and services

• Financial Planning and Financial Advisory skills
• Knowledge in Investments and Finance
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills

• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Ability to work independently and as part of a team
• Aged 25 and above
• Experience in Financial planning is added advantage