Lena Wamuhu - Financial Advisor - Jubilee Asset Management | Himalayas
LW
Open to opportunities

Lena Wamuhu

@lenawamuhu

Driven financial professional with expertise in investment strategies.

Kenya

What I'm looking for

I am seeking a role that offers growth opportunities and values client relationships.

I am a driven financial and investment professional with a strong track record of three years in the industry. My experience spans various roles, including Financial Advisor at Jubilee Asset Management and Relationship Officer at Equity Bank Kenya. I excel in counseling clients on financial matters, providing tailored investment recommendations, and building strong vendor relationships through effective communication.

Throughout my career, I have demonstrated my ability to increase client acquisitions by 20% through strategic networking and referrals. My attention to detail has led to a 15% reduction in transaction processing errors, while my sales presentations have resulted in a remarkable 30% increase in product sales within six months. I am passionate about delivering exceptional customer service, managing over 200 inquiries monthly with a 95% satisfaction rate.

Experience

Work history, roles, and key accomplishments

EK

Relationship Officer

Equity Bank Kenya

Jan 2023 - Jan 2024 (1 year)

Managed high-volume transactions while ensuring accurate processing for customers. Demonstrated multitasking during peak hours and resolved customer inquiries to establish trust and satisfaction.

KS

Census Enumerator

Kenya National Bureau of Statistics

Aug 2019 - Aug 2019 (0 months)

Interviewed residents for the Census, ensuring compliance with regulations and maintaining confidentiality. Organized data efficiently for timely submission and utilized communication skills to navigate cultural differences.

Education

Degrees, certifications, and relevant coursework

ALX Africa logoAA

ALX Africa

Impact Certificate, Virtual Assistance

2024 -

Pursuing an Impact Certificate in Virtual Assistance, focusing on skills necessary for remote support and administrative tasks in a digital environment.

Maseno University logoMU

Maseno University

Bachelor of Science, Agribusiness Management

2017 - 2021

Studied Agribusiness Management with a focus on integrating IT solutions into agricultural practices, preparing for a career in the financial and investment sectors.

RC

ROHK College

Certification of Professional Achievement, Computer Science

2017 - 2017

Completed a Certification of Professional Achievement in Computer Packages, enhancing skills in various computer applications relevant to business operations.

Tech stack

Software and tools used professionally

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