Standard Investment Bank (SIB) is one of Kenya's foremost financial services firm. We offer the market a single point of entry for Investment Banking, Investment Management, Securities Trading and Corporate Finance.
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- Contents
- Open Jobs
- Financial Advisor, Islamic Investment Banking
- Financial Advisor – Global Markets
- Method of Application
- Job TypeFull Time
- QualificationBA/BSc/HND , MBA/MSc/MA
- Experience5 years
- LocationMombasa
- Job FieldBanking  , Finance / Accounting / Audit 
Job Overview:
To cater for our Muslim clients and other ethical investors, Standard Investment Bank through its Islamic Investment Banking window, SIB Najah is seeking an experienced and knowledgeable Financial Advisor to join our dynamic team. The ideal candidate will have a strong understanding of Islamic finance principles and regulations, coupled with excellent financial advisory skills. The primary responsibility of this role is to provide tailored investment advice and financial planning services that align with Shariah guidelines and meet the unique needs of our clients.
Key Responsibilities:
- Conduct thorough financial assessments for clients to understand their investment goals, risk tolerance, and financial situation.
- Develop personalized and Shariah-compliant investment strategies that adhere to Islamic financial principles, ensuring they are aligned with the client’s objectives.
- Recommend a diversified portfolio of investment products, such as Sukuk, Islamic funds, equities, and other Shariah-compliant financial instruments.
- Stay updated on the latest developments and trends in Islamic finance and investment markets to provide up-to-date advice.
- Monitor and review client portfolios regularly, making necessary adjustments based on market conditions and changing client circumstances.
- Educate clients about the principles of Shariah-compliant investing and provide guidance on the ethical and social considerations that influence investment decisions.
- Collaborate with internal teams, including research and compliance, to ensure that investment recommendations follow Shariah guidelines and regulations.
- Cultivate and maintain strong client relationships through regular communication, meetings, and proactive engagement.
- Keep accurate records of client interactions, investment decisions, and portfolio performance.
- Participate in business development activities to attract new clients and contribute to the growth of the firm’s Shariah-compliant investment advisory services.
Qualifications:
- Bachelor’s degree in Finance, Economics, Islamic Banking, or a related field. A Master’s degree or relevant certification (e.g., Certified Islamic Finance Executive) is a plus.
- A minimum of 5 years of experience as a Financial Advisor, with a proven track record in Shariah-compliant investment advisory.
- In-depth knowledge of Islamic finance principles, including Shariah-compliant investment instruments and regulations.
- Strong analytical skills to assess financial data and market trends, and the ability to translate these insights into actionable investment strategies.
- Excellent communication and interpersonal skills to build rapport with clients and explain complex financial concepts in an understandable manner.
- Proficiency in financial software and tools for portfolio analysis and investment research.
- Demonstrated ethical and professional behaviour in line with Islamic financial ethics and values.
- Ability to work independently and as part of a team, while managing multiple clients and priorities simultaneously.
- Fluency in Somali and Swahili is a plus, as the role may involve communicating with clients from diverse backgrounds.
- Job TypeFull Time
- QualificationBA/BSc/HND , Diploma
- Experience5 years
- LocationMombasa
- Job FieldBanking  , Sales / Marketing / Retail / Business Development 
Job Overview:
Standard Investment Bank (SIB) is a leading financial services firm in Kenya founded in 1995. The firm offers individual and institutional clients a single point of entry for Asset Management, Securities Trading, Market Research, Investment Management and Corporate Finance. SIB is regulated as an Investment Bank (2003) and an Online Forex Trading Money Manager (2018) by the Capital Markets Authority.
An exciting career opportunity is available for Financial Advisors to service the corporate and retail segments of SIB.
The key purpose of this role is to provide professional financial services to our clients within these 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 successful candidate will be expected to carry out the following duties and responsibilities:
Main duties and responsibilities:
- Providing suitable advice to best fit the needs and requirements for clients.
- Preparing and presenting proposals to existing and potential clients using state of the art financial planning tools
- Meeting clients to understand their financial objectives.
- Explaining complex information relating to Financial Advisory in a clear and effortless way
- Managing, maintaining and building new and existing client relationships
- Growing a client book within the first 24 months and consistently thereafter
- 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 corporate and retail segments of SIB.
- Consistently achieving the allocated Sales Production Target as per a performance scorecard.
Formal Qualifications:
- Bachelor’s degree/Diploma in relevant field
- Relevant Commercial/Financial Tertiary qualification
- CISI Module I and II
- Postgraduate Diploma in Financial Planning Advantageous
- CFP Advantageous
Experience and Knowledge:
- 5 years’ experience in the Financial Services industry in a Sales role within the Asset/Wealth and Investment management spaces
- Knowledge and understanding of the dynamics in allocated market
- Experience and track record in high-performance sales environments
- Knowledge of best practice in Financial Planning and Financial Advisory Services
- Knowledge and understanding of financial planning through meaningful client engagements
- Knowledge of and understanding of the consultative sales methodology
- Experience in application of a defined sales process.
Computer Literacy:
- Proficient in MS Office
- Experience using CRM
- Experience using financial planning toolkits/software
Interpersonal and Intrapersonal Skills:
- Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
- Networking
- Prospecting skills
- Personal Branding
- Social Selling skills
- Virtual Selling Skills
- Consultative Selling skills
- Lifelong Learning
- Self-driven: Able to work independently
- A passion for the financial planning environment
- Relationship management and networking skills
- Able to plan and manage time effectively
- Analytical and numerical skills with the ability to analyze and interpret statistical information
- Impeccable work ethic
- Team-orientated
- Strong presentation skills
- Emotional Intelligence
Industry Background:
- Asset Management
- Commercial banking (Deposit Mobilization)
- Investment Banking
- Real Estate
- Insurance
Employment Type
- Full-time: 100% Commission Structure
Job Functions
- Client Service
- Financial Planning
- Investment Advisory
- Account Management
- Sales
Method of Application
Use the link(s) below to apply on company website.
