Open to opportunities

Judy Mutegi

@judymutegi

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Customer-focused financial services professional driving client growth and retention.

Kenya

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What I'm looking for

I seek a client-focused role in finance where I can lead or grow relationships, drive revenue, mentor advisors, and continue learning industry trends.

I am a courteous, patient, and detail-oriented customer service and financial services professional with extensive experience in client relationship management, business development, and investment advisory. I have led and coached teams of financial advisors, designed wealth-building strategies, and delivered market insights and tailored financial plans for retail and corporate clients.

My strengths include strong communication, networking, negotiation, and administrative skills, plus proficiency with Microsoft Office and Google Workspace. I consistently exceed targets by developing new business opportunities, maintaining high client retention, and staying current with industry trends and regulatory changes.

Experience

Work history, roles, and key accomplishments

Current

Independent Financial Advisor

Current

Nabo Capital

Apr 2025 - Present (10 months)

Provide investment advice and retirement planning, create wealth-building strategies, and manage client relationships to retain and grow assets under advisory.

Investment Advisory Retirement Planning Client Relationship Management Accounting Data Analytics Time Management

Business Development Officer

Mayfair Asset Managers Ltd

Nov 2024 - Apr 2025 (5 months)

Identified and developed new business opportunities, built and maintained relationships with clients and intermediaries, and negotiated deals to drive revenue growth.

Business Development Client Relations Market Research Negotiation Social Media Marketing Stakeholder Management Presentation Skills

Unit Manager

Madison Life Assurance Kenya

Sep 2022 - Aug 2023 (11 months)

Led and coached a team of financial advisors to meet sales targets, expanded client relationships, and secured new business through proactive networking and customized service.

Team Leadership Coaching Sales & Management Client Relationship Management Networking Negotiation Performance Tracking

Account Manager

Ingot Brokers Africa Ltd

Aug 2022 - Jan 2023 (5 months)

Managed client relationships, provided market insights and trading advisory, and pursued sales and business development opportunities to grow accounts.

Account Management Sales Business Development Market Research Relationship Building

Financial Advisor

Cytonn Investments

Jan 2016 - Jul 2018 (2 years 6 months)

Advised clients on Cytonn investment solutions, interviewed prospects to develop financial plans, and delivered personalized client service to capture new business opportunities.

Financial Advisory Financial Planning Private Equity Client Services