Independent Financial Advisor

Company Description Kura Asset Managers is a growing financial services firm focused on delivering personalized investment and financial planning solutions. The company is committed to helping clients build, protect, and manage wealth through disciplined, research-driven strategies. Kura Asset Managers values integrity, transparency, and long-term relationships with individual and institutional clients. Team members are encouraged to act with independence and professionalism while collaborating to offer high-quality advisory services. The firm supports continuous learning and development to keep pace with evolving markets and client needs.
Role Description This is a full-time Independent Financial Advisor role based in Mbarara with a hybrid work arrangement, allowing some work from home. The advisor will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored financial plans and investment strategies. Day-to-day responsibilities include analyzing market trends, reviewing portfolios, preparing proposals and reports, and providing ongoing advice on retirement planning, investments, and overall financial health. The role involves maintaining regular communication with clients, ensuring regulatory compliance, and documenting all advisory activities accurately. The advisor will work independently while coordinating with the broader Kura Asset Managers team to deliver consistent and high-quality client service.
Qualifications

• Strong skills in Financial Planning and Retirement Planning, with the ability to design comprehensive, goal-based financial strategies.
• Solid understanding of Finance and Investments, including asset allocation, risk management, and portfolio construction.
• Experience in Financial Advisory, with a track record of advising clients on wealth management and long-term financial decisions.
• Relevant academic background in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA) are an advantage.
• Excellent analytical, numerical, and problem-solving abilities, with attention to detail and sound judgment.
• Strong communication and interpersonal skills, with the ability to explain complex financial concepts clearly and build trust with diverse clients.
• Proven ability to work independently, manage time effectively, and operate in a hybrid environment combining office and remote work.
• High ethical standards, commitment to regulatory compliance, and familiarity with local financial regulations and market conditions.

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