Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Mwalavu Muendo

Thika

Summary

Dynamic Financial Advisor with a proven track record at Britam Insurance Company, excelling in investment strategies and client relationship management. Adept at conducting financial analysis and risk assessment, I empower clients to achieve their financial goals through tailored solutions and effective communication. Committed to delivering exceptional value and insights in the investment landscape.

Overview

1
1
year of professional experience

Work History

Financial Advisor

Britam Insurance Company
Nairobi
08.2024 - 02.2025
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
  • Recommended Britam Life, Health and Education products to clients to help them achieve their goals.
  • Communicated with clients about their investment objectives and preferences through phone calls or emails.
  • Advised customers on various options available for investing their money based on risk tolerance levels.

Education

Bachelor of Science - Actuarial Science

Mount Kenya University
Thika, Kenya
08-2025

Skills

  • Risk assessment
  • Investment strategies
  • Market research
  • Effective communication
  • Problem solving
  • Client relationship management
  • Customer service
  • Team collaboration

Languages

Kikamba
First Language
English
Proficient (C2)
C2
Kiswahili
Proficient (C2)
C2

References

References available upon request.

Timeline

Financial Advisor

Britam Insurance Company
08.2024 - 02.2025

Bachelor of Science - Actuarial Science

Mount Kenya University

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Mwalavu Muendo