Wealth Advisor

Zamara is a financial services firm that primarily offers Actuarial Services, Pensions Administration and Consulting and Insurance Brokerage Services. Zamara has been in the Kenyan Market for over 23 years, initially operating as Hymans Robertson and more recently as Alexander Forbes. Working at Zamara offers our people the opportunity to work for a Truly Pan-African Financial Services firm.

Wealth Advisor

KEY ROLES AND RESPONSIBILITIES

• Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.

• The Wealth Advisor is responsible for originating and managing client relationships across our pension, insurance and wealth management propositions for retail clients. Acting as a trusted technical expert, the role drives the delivery of Zamara’s Wealth Management solution — enabling personalized investment strategies, tailored insurance solutions and effective pension fund management for retail clients in Kenya.

KEY RESPONSIBILITIES

Business Development and Origination

• Identify, acquire and onboard new individual clients across target segments.

• Generate high-quality leads and diligently follow up on prospective opportunities.

• Cultivate referrals and new business through proactive networking and client engagement.

• Develop and execute personal sales plans to consistently achieve monthly and annual targets.

• Build and maintain a healthy, well-managed sales pipeline within the CRM system.

Client Advisory and Relationship Management

• Recommend appropriate solutions informed by rigorous needs analysis and risk assessment.

• Design bespoke financial and investment plans aligned to each client’s objectives.

• Establish and nurture enduring, long-term client relationships.

• Educate clients on market trends, investment solutions and sound financial planning strategies.

• Conduct periodic portfolio reviews and recommend timely, appropriate adjustments.

Financial Planning

• Partner closely with clients to understand their financial circumstances and goals, developing tailored plans to help them achieve those objectives.

• Provide holistic guidance across products — including pensions, investments, insurance and trusts — aligned to each client’s objectives and risk appetite.

• Recommend and execute business strategies consistent with the Group’s commercial objectives.

Compliance and Risk Management

• Ensure all client onboarding documentation fully meets KYC and AML requirements.