Zamara Kenya
Zamara Kenya is seeking a skilled professional to provide comprehensive financial advisory services to clients across various investment and retirement planning needs. This full-time job opportunity in Kenya combines business development with personalized financial planning for individuals looking to grow their wealth. If you have experience in the financial sector and hold relevant certifications, apply for this Financial Advisor position on a rolling basis.
📋 Job Overview
- Category: Accounting Jobs
- Job Type: Full Time Jobs
- Location: Nairobi
- Company: Zamara Kenya
- Application Deadline: Rolling basis
- Last Updated: April 3, 2026
Financial Advisor at Zamara Kenya – Zamara Kenya Kenya Job Details
In more detail, the areas of responsibility include:
Business Development & Client Relationship Management
- Skilfully closing sales and meeting the allocated sales targets
- Quality lead generation and effective follow-up on prospective opportunities.
- Client engagement and relationship management.
Financial Planning
- Work closely with clients to understand their financial situation and goals, develop customized plans to help them achieve those goals.
- Providing holistic guidance on products (e.g. pensions, investments, insurance, trusts etc) that align with the client’s financial objectives and risk appetite.
- Recommend and execute business strategies in line with the company’s objective.
Industry Research & Product Knowledge
- Demonstrate solid understanding of financial concepts and of developments in the economy/markets (both local and global).
- Demonstrate solid understanding of financial products available in the market.
QUALIFICATION AND EXPERIENCE
The following experience is preferred:
- Bachelor’s degree in finance, economics, or related field.
- Minimum of 3 years’ experience in the financial sector.
- Certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Chartered Wealth Manager (CWM) or are highly desirable.
- Financial Planning and Finance skills.
- Prior experience in the financial services industry is beneficial.
- Retirement Planning and Investments expertise.
- Ability to provide comprehensive Financial Advisory services, self-driven, ambitious and ability to meet set targets.
- Business Acumen.
- Relationship building & networking skills.
- Excellent oral & written communication skills.
🎯 How to Apply
To apply for this job please visit zamara.bamboohr.com.
❓ Frequently Asked Questions
To apply for a Financial Advisor at Zamara Kenya job in Kenya, you should hold a Bachelor's degree in finance, economics, or a related field with a minimum of 3 years' experience in the financial sector. Professional certifications such as CPA, CFP, CFA, or CWM are highly desirable and will strengthen your candidacy for this full-time job opportunity.
The Financial Advisor role at Zamara Kenya involves business development, client relationship management, and providing holistic financial planning guidance tailored to each client's goals and risk appetite. Jobs in this financial advisory space require you to demonstrate strong knowledge of financial products like pensions, investments, insurance, and trusts while meeting sales targets and developing customized strategies aligned with client objectives.
This job in Kenya is being recruited on a rolling basis, meaning applications are accepted continuously until the position is filled. To apply for the Financial Advisor opportunity at Zamara Kenya, ensure you meet the experience and qualification requirements, particularly the 3 years in the financial sector and any professional certifications, then submit your application directly through the job listing portal.
🔍 Similar Jobs You May Like
💼 Looking for more Accounting Jobs jobs in Nairobi?
Get daily job alerts sent directly to your WhatsApp.
Join WhatsApp Channel
Job Vacancies Now is a free job listing platform and does not charge job seekers at any point during the application process. Users are encouraged to use the platform responsibly and report any suspicious or fraudulent activity.