Independent Financial Advisor
Kura asset managers
Kampala, UG
Full-time
Posted 2w ago
Job Description
Company Description Kura Asset Managers is a growing financial services firm focused on delivering personalized investment and wealth management solutions. Based in Kampala, the firm works with a diverse range of clients, including individuals and businesses seeking long-term financial stability and growth. Kura Asset Managers emphasizes independent advice, transparent communication, and disciplined financial planning. The company values professionals who are client-focused, ethical, and committed to helping clients achieve their financial goals.
Role Description This is a full-time Independent Financial Advisor role based in Kampala with a hybrid work arrangement, allowing some work-from-home flexibility. The advisor will meet with clients to assess their financial needs, goals, and risk tolerance, and develop tailored financial plans and investment strategies. Day-to-day responsibilities include analyzing financial information, monitoring client portfolios, recommending adjustments, and providing guidance on retirement planning and other long-term objectives. The role involves preparing reports, maintaining accurate client records, and staying informed about market trends and regulatory changes. The advisor will also build and maintain client relationships through regular communication, reviews, and proactive support.
Qualifications
• Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive, long-term strategies for clients.
• Candidates should possess solid knowledge of Finance and Investments to analyze options, manage portfolios, and optimize returns within appropriate risk levels.
• Candidates should possess expertise in Financial Advisory to provide independent, objective guidance and explain complex concepts in clear, accessible language.
• Relevant academic background in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are an added advantage.
• Strong analytical, numerical, and problem-solving skills, with attention to detail and a high standard of ethical conduct and regulatory compliance.
• Excellent communication and interpersonal skills, with the ability to build trust, manage client expectations, and work both independently and collaboratively in a hybrid environment.
Role Description This is a full-time Independent Financial Advisor role based in Kampala with a hybrid work arrangement, allowing some work-from-home flexibility. The advisor will meet with clients to assess their financial needs, goals, and risk tolerance, and develop tailored financial plans and investment strategies. Day-to-day responsibilities include analyzing financial information, monitoring client portfolios, recommending adjustments, and providing guidance on retirement planning and other long-term objectives. The role involves preparing reports, maintaining accurate client records, and staying informed about market trends and regulatory changes. The advisor will also build and maintain client relationships through regular communication, reviews, and proactive support.
Qualifications
• Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive, long-term strategies for clients.
• Candidates should possess solid knowledge of Finance and Investments to analyze options, manage portfolios, and optimize returns within appropriate risk levels.
• Candidates should possess expertise in Financial Advisory to provide independent, objective guidance and explain complex concepts in clear, accessible language.
• Relevant academic background in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are an added advantage.
• Strong analytical, numerical, and problem-solving skills, with attention to detail and a high standard of ethical conduct and regulatory compliance.
• Excellent communication and interpersonal skills, with the ability to build trust, manage client expectations, and work both independently and collaboratively in a hybrid environment.