at Cytonn Investments
February 2017 - at Present
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.
Bcom (Finance Option)
at The Catholic University of Eastern Africa
2007 - 2011 (4 years) Nairobi