Experience

  • Financial Advisor

    at Cytonn Investments

    February 2017 - at Present

    Nairobi

     Understand private placement distribution methodology  Understand unique investment solutions in Real Estate, Private Equity and Structured Products;  Identify and cultivate appropriate prospective clients, and follow up on new business opportunities;  Interview prospective clients to determine their financial objectives, taking into account current income, expenses, insurance coverage, tax status, risk tolerance, and other information needed to develop a financial plan;  Work with clients to develop a financial plan as the basis of providing sound financial advice;  Deliver personalized and timely client service and administration that is responsive to client needs;  Collaborate with the product development team to ensure our products stay relevant to evolving client needs and emerging market trends;  Handle customer complaints and resolve problems;  General management, administration and reporting responsibilities relating to client coverage.

Education

  • Bcom (Finance Option)

    at The Catholic University of Eastern Africa

    2007 - 2011 (4 years) Nairobi

Hives