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Joseph Kariuki

@josephkariuki6

Financial advisor focused on client needs, compliance, and growth solutions.

Kenya
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What I'm looking for

I’m looking for a role where I can deepen client relationships, grow a pipeline ethically, and operate with strong compliance. I want a collaborative team that values integrity, training, and measurable sales and service outcomes.

I’m a client-focused Financial Advisor who builds trust through thorough needs analysis, accurate documentation, and ongoing policy servicing. I proactively grow a sales pipeline through networking, cold calling, referrals, and community engagement, while helping clients connect insurance decisions to a broader strategy for estate planning, tax planning, and investment growth.

Across my experience, I’ve combined commercial execution with operational excellence and risk awareness. As a Guest Excellence and Operations Associate, I coordinated order preparation and delivery, monitored service trends, and supported continuous improvement through training and performance evaluations. Earlier, I led ethics and compliance work—monitoring red flags, conducting forensic audits, implementing anti-fraud controls, and leading a team of 4 to strengthen integrity and mitigation practices.

I also bring strong people and communication capability, supported by Media/Communication education and IT fundamentals. I’ve trained and supervised contract interpreters through prescreening interviews and cultural orientation classes, and I’ve coordinated complex executive operations including travel, budgets, and correspondence. In project work at Manna Foods Limited, I used structured planning and MS Excel inventory tracking to resolve issues, lead cross-functional teams, and document outcomes that increased profits from losses of 70k+.

Experience

Work history, roles, and key accomplishments

CA

Ethics & Compliance Team Lead

Cws/Rsc Africa

Jan 2024 - Mar 2025 (1 year 2 months)

Monitored employee activities and operational processes for ethics and conduct red flags, leading a team of 4 members. Conducted forensic audits, implemented anti-fraud controls and fraud risk assessments, advised on ethical dilemmas, and developed codes of conduct and whistleblower/conflict-of-interest policies.

ML

Project Manager

Manna Foods Limited

Mar 2021 - Feb 2023 (1 year 11 months)

Led end-to-end project delivery from initiation to closing by building project teams, coordinating stakeholders, and managing project budgets. Improved operational performance by documenting issues and resolving product concerns through consumer testing, contributing to profits after losses of 70k+ and using Excel for inventory tracking.

SL

Executive Assistant to Managing Director

Sahihi Interior Builders Limited

Feb 2020 - Oct 2022 (2 years 8 months)

Provided executive support by managing complex calendars across multiple time zones and handling email correspondence on behalf of the managing director. Coordinated travel itineraries, maintained expense and budget tracking, and organized meeting/event logistics with accurate documentation.

Education

Degrees, certifications, and relevant coursework

HI

Hyrax Education Institute

Diploma, Information Technology

Completed a Diploma in Information Technology at Hyrax Education Institute in Nakuru.

PU

Pan Africa Christian University

Bachelor of Arts, Communication and Media

Earned a Bachelor of Arts in Communication and Media from Pan Africa Christian University in Nairobi.

Tech stack

Software and tools used professionally

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