Latest Job Openings at Jubilee Insurance

Job Ref. No: JAML001

Role Purpose

To provide Professional Investment Advisory services to our clients within the Retail, High Net worth & Institutional segments. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.

Main duties and responsibilities:

• Meeting clients to understand their financial objectives by selling & cross selling of all JFSL products and services.
• Managing, maintaining and building new and existing client relationships.
• Preparing and presenting proposals to existing and potential clients
• Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
• Participate in specific product campaigns by ensuring that the products are explained to customers.
• Adhering to compliance, operational procedures, and practice management standards.
• Staying abreast of product information, performance, and industry changes.
• Building a sustainable book of clients in the retail segment.
• Assists clients grow their investment portfolios by giving them the right advice on where to invest the money for maximum returns while reducing risk.
• Asks clients pertinent questions to understand their financial goals to advise them correctly on what investment options to take.
• Advises clients on changing economic and investment trends to assist them in making informed choices about investments in their chosen areas.
• Interprets financial and investment reports on behalf of clients to assist them in having a deeper understanding of the performance of their investments.
• Carries periodic updates of clients’ investment portfolios to assist clients in seeing the performance of their portfolios.
• Builds client relationships that assist them in offering new investment products and services.
• Meets with clients to understand their financial needs and objectives, risk tolerance, income, and asset profiles to assist them in choosing the ideal investment options.
• Complies with all regulatory requirements in offering advice to clients to avoid penalties from regulators.
• Consistently achieving the allocated sales targets.

Key Competencies

• Prospecting skills
• Personal Branding
• Social Selling skills
• Virtual Selling Skills
• Consultative Selling skills
• Able to work independently
• Relationship management and networking skills
• Able to plan and manage time effectively
• Strong negotiation skills are required.
• Ability to understand economic and financial trends is a requirement.
• Good communication skills.
• Good stakeholder management skills.
• A high level of attention to detail
• Ability to work under pressure.

Qualifications

• Bachelor’s degree/Diploma in relevant field
• CISI Module I and II (optional)
• Investment industry knowledge (added advantage)

Relevant Experience

• Minimum of 5 years’ sales experience in the Financial Services industry selling investment products or experience selling Insurance products with minimum API of Kes 3m for full year 2022.

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Job Ref. No: JAML002

Role Purpose

To provide Professional Investment Advisory services to our clients within the retail segment. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.

Main duties and responsibilities:

• Meeting clients to understand their financial objectives by selling & cross selling of all JFSL products and services.
• Managing, maintaining and building new and existing client relationships.
• Preparing and presenting proposals to existing and potential clients
• Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
• Participate in specific product campaigns by ensuring that the products are explained to customers.
• Adhering to compliance, operational procedures, and practice management standards.
• Staying abreast of product information, performance, and industry changes.
• Building a sustainable book of clients in the retail segment.
• Assists clients grow their investment portfolios by giving them the right advice on where to invest the money for maximum returns while reducing risk.
• Asks clients pertinent questions to understand their financial goals to advise them correctly on what investment options to take.
• Advises clients on changing economic and investment trends to assist them in making informed choices about investments in their chosen areas.
• Interprets financial and investment reports on behalf of clients to assist them in having a deeper understanding of the performance of their investments.
• Carries periodic updates of clients’ investment portfolios to assist clients in seeing the performance of their portfolios.
• Builds client relationships that assist them in offering new investment products and services.
• Meets with clients to understand their financial needs and objectives, risk tolerance, income, and asset profiles to assist them in choosing the ideal investment options.
• Complies with all regulatory requirements in offering advice to clients to avoid penalties from regulators.
• Consistently achieving the allocated sales targets.

Key Competencies

• Prospecting skills
• Personal Branding
• Social Selling skills
• Virtual Selling Skills
• Consultative Selling skills
• Able to work independently
• Relationship management and networking skills
• Able to plan and manage time effectively
• Strong negotiation skills are required.
• Ability to understand economic and financial trends is a requirement.
• Good communication skills.
• Good stakeholder management skills.
• A high level of attention to detail
• Ability to work under pressure.

Qualifications

• Bachelor’s degree/Diploma in relevant field
• Investment industry knowledge (added advantage)

Relevant Experience

• Minimum of 1 years’ work experience in the Financial Services industry in a Sales role within the Asset/wealth and Investment management space

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Job Ref. No: JAML003

Role Purpose

The Portfolio Manager is responsible for executing the Company’s Investment Strategy in consultation with the Investment Committee and support the Marketing Team in selling the Company’s Investment Products to grow assets under management. They will also oversee and manage investment portfolios for a variety of clients, ensuring that they are aligned with each client’s investment objectives, risk tolerance, and time horizon. The Portfolio Manager will work closely with clients, financial advisors, and other professionals to develop and execute investment strategies that maximize returns while minimizing risk.

Main duties and responsibilities:

Investment

• Develop and oversee the economic and investment research and report to the CEO.
• Responsible for developing portfolios and delivering investment returns exceeding pre-set benchmarks.
• Manage a team of investment professionals and research analysts.
• Ensure timely and coordinated implementation of Investment Committee decisions.
• Regularly monitor portfolios under management and recommend any rebalancing strategies to bring them in line with both agreed investment committee strategies and current client circumstances.
• Report in accordance with the CFA Institute GIPS Performance Reporting Standards
• Uphold and follow the CFA Code of Ethics and Standards of Professional Conduct.
• Ensure investment decisions are backed by high quality and appropriate research and analysis; both internally and externally.

Business Development

• Manage existing client relationships in order to retain and grow business from company’s clients.
• Support the Business Development team in presentations to potential clients.
• Leverage existing business relationships of the Group to grow company client base.

Reporting & Relationship Management

• Responsible for periodic reporting to clients while incorporating economic and market overviews, portfolio valuation, performance and strategy for the following quarter.
• Coordinate with other Departmental Heads to ensure timely and accurate reporting to regulators (CMA/ RBA) as per the regulations.
• Making presentations to Client Investment Committees/ Trustees/ Fund secretaries.
• Preparing strategy papers, investment recommendations and reports to the Board, CEO and Investment Committee.
• Actively manage relationships with brokers and other market participants

Key Competencies

• Strong analytical skills, including the ability to conduct in-depth research and analysis of potential investments.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and other professionals.
• Solid understanding of financial markets, investment principles, and portfolio management strategies.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Strong leadership skills, with the ability to provide guidance and mentorship to junior investment professionals.
• Attention to detail and commitment to accuracy, with the ability to analyze complex data and identify trends and patterns.
• Strong problem-solving skills, with the ability to identify and address issues and challenges in a timely and effective manner.

Qualifications

• Bachelor’s degree in finance, economics, or a related field.
• Master’s in Business Administration or its equivalent will be an advantage.
• CFA Charter holder or equivalent.
• Knowledge in investment reporting and corporate financial reporting.
• Knowledge of legislation governing Retirement Benefits, institutional and retail investments.
• Excellent computer skills, including proficiency in Excel, Bloomberg, and other financial analysis tools

Relevant Experience

• Minimum of 4-6 years’ experience in managing investments.
• Track record of delivering superior investment returns
• Experience in managing funds on a local and/or regional basis will be an added advantage.
• Solid understanding of applicable laws and regulations related to investment management.
• Excellent computer skills, including proficiency in Excel, Bloomberg, and other financial analysis tool