Independent Financial Advisor (Hybrid, Mbarara)
Kura Asset Managers · Mbarara
Job description
About the role
Kura Asset Managers is seeking a full‑time Independent Financial Advisor to work from its Mbarara office with a hybrid arrangement. You will meet clients, understand their financial goals and design personalized investment and financial planning solutions.
Key responsibilities
- Analyse market trends, review client portfolios and prepare investment proposals and reports.
- Provide ongoing advice on retirement planning, investments and overall financial health while ensuring regulatory compliance.
Required profile
- Strong background in financial planning and retirement planning with a proven track record in wealth management.
- Relevant academic qualifications in Finance, Economics, Business or related fields; professional certifications such as CFP or CFA are a plus.
Required skills
- Financial planning and retirement planning.
- Finance and investment knowledge including asset allocation, risk management and portfolio construction.
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Published 8 hours ago
Expires 3 weeks from now
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Kura Asset Managers
Mbarara
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