Jubilee Insurance was established in August 1937 as the first locally incorporated insurance company based in Mombasa. Over the years, Jubilee Insurance has expanded its reach throughout the region, becoming the largest composite insurer in East Africa, offering Life, Pensions, General, and Medical Insurance.

With a client base of over 1.9 million, Jubilee stands as the number one insurer in East Africa. We operate a network of offices in Kenya, Uganda, Tanzania, and Burundi, and we are the only ISO-certified insurance group listed on the three East African stock exchanges – The Nairobi Securities Exchange (NSE), Dar es Salaam Stock Exchange, and Uganda Securities Exchange. For more information, visit www.JubileeInsurance.com.

Private Wealth Advisors (1 Year Contract)

We currently have an exciting career opportunity for Private Wealth Advisors (2) within Jubilee Asset Management
Limited. The position holder will report to the Business Development Manager – HNWI & Institutions and will be
based at the Head Office in Nairobi.

Key Competencies

1. In-depth knowledge of Asset Management regulations and industry practices.
2. Analytical and problem-solving skills to assess and address risks.
3. Excellent communication and interpersonal skills to educate and advise stakeholders.
4. Ability to collaborate effectively with cross-functional teams.
5. Detail-oriented with strong organizational and time management abilities.
6. Proactive approach to staying updated on regulatory developments.

Qualifications

1. Bachelor’s degree in Investments, Business, Finance or any other related course
   Relevant Experience
2. Minimum 2-3 years’ experience in wealth management or financial advisory.
3. In-depth knowledge of the asset management industry.
4. Proven track record of success in onboarding and managing high-net-worth client relationships.

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