Certified Financial Advisor with 5+ years of experience in wealth management and client portfolio optimization. Proven track record in increasing AUM by 35% and client retention rates by 25%. Specialized in retirement planning, tax-efficient investments, and SME financial solutions within Kenyan market contexts.
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Grace
Wanjiku
Kakamega, Machakos County, Kenya
•Phone +254719000000
•grace.wanjiku@email.com
WORK EXPERIENCE
Senior Financial Consultant
• Kenya
Equity Financial Services
Jan 2021 - Present
• Grew client assets under management (AUM) by KES 85M through strategic portfolio diversification
• Implemented client segmentation strategy that improved satisfaction scores by 22% (NPS score 74)
• Trained 12 junior advisors on CMA-compliant investment strategies
Wealth Management Advisor
• Kenya
Barclays Bank Kenya PLC
Jul 2018 - Dec 2020
• Managed 150+ HNWI portfolios with average annual returns of 12.4%
• Pioneered mobile-first financial literacy program reaching 5,000+ rural clients
• Reduced client onboarding time by 40% through digital KYC implementation
EDUCATION
Certificate in Financial Planning
Andrews University
• Kenya
• May 2020
SKILLS
Portfolio Management • Retirement Planning • Tax Optimization • Financial Modeling (Excel) • CRM Systems (Salesforce) • Regulatory Compliance (CMA, RBA) • Client Relationship Management • Swahili & English Fluency
PROJECTS
Mobile Financial Literacy Initiative
• Kenya
• Developed SMS-based financial education program reaching 15,000+ low-income Kenyans
• Partnered with 7 SACCOs across Western Kenya to deliver content
• Resulted in 37% increase in formal savings account openings among participants
SME Financial Health Assessment
• Kenya
• Created diagnostic tool for 200+ Machakos County SMEs
• Identified KES 18M in potential tax savings through legal deductions
• Implemented cash flow management solutions reducing payment delays by 45%
CERTIFICATIONS
Certified Financial Planner (CFP)
• Kenya
• Oct 2021
Kenya Institute of Financial Management
Investment Advisory Certification
• Kenya
• Mar 2022
Capital Markets Authority Kenya
ACCOMPLISHMENTS
Top Performer - Western Region
• 2023
Equity Financial Services
Financial Literacy Champion Award
• 2021
Central Bank of Kenya
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Top Hiring Companies: Britam Insurance, Pioneer Assurance, Pioneer Insurance, British American Insurance Company (Britam)
Common Work Locations: Nairobi, Nairobi
Top Skills
AccountingExcelPowerpointCommunicationQuickbooksCustomer ServiceFinancial ReportingProblem-Solving
Education Levels
Bachelor's Degree 88.2%
Diploma 11.8%
Top Schools
- Strathmore University 7
- University Of Eastern Africa, Baraton 5
- Mt Kenya University 2
- Management University Of Africa 1
- Open University Of Kenya 1
Top Certifications
- Certified Public Accountant (Cpa) 7
- Cpa Advanced Level 5
- Executive Certificate Of Proficiency In Insurance (Ecop) 5
- Culture Change Training 5
- Effective Customer Service Skills 3
Common Responsibilities
- • While primarily focused on financial advising, the following transferable skills were utilized:...
- • * Utilized Microsoft Office Suite to prepare client reports and presentations....
- • * Ensured accountability by adhering to strict compliance standards in all financial transactions....
- • Provided tailored advice on insurance and investment products based on client financial needs, increasing client satisfa...
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