Winnie Raing'o
@winnieraingo
I am a financial advisor focused on investments, client relations, and wealth growth.
KenyaWhat I'm looking for
I am a dedicated financial professional with over a decade of experience advising clients on investments, debt management, insurance and portfolio optimization. At Jubilee Asset Management and KCB Capital I consistently generated new business through networking and referrals while keeping portfolios aligned with current market trends.
I hold a Bachelor of Commerce in Accounting and certifications to trade on the Nairobi Securities Exchange, and I combine client relations, problem-solving and time management to deliver tailored financial plans that build wealth and stability.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Jubilee Asset Management
May 2023 - Present (2 years 3 months)
Provide consultative financial advice across debt, insurance, and investment products, maintain clients' investment portfolios, and generate a steady pipeline of leads through networking and referrals.
Investment Advisor
KCB Capital
Jul 2018 - Present (7 years 1 month)
Develop personalized stock market investment strategies, review financial data to revitalize client plans, and acquire new clients through networking and local marketing.
Equities Trader
Francis Drummond & Company Limited
Nov 2014 - Jun 2018 (3 years 7 months)
Advised clients on purchase and sale of securities, negotiated pricing to optimize outcomes, reviewed and approved transactions, and expanded the client base through prospecting.
Customer Service Officer
Francis Drummond & Company Limited
Sep 2013 - Nov 2014 (1 year 2 months)
Managed customer inquiries and order processing, created and updated client accounts and databases, and ensured quality assurance and timely issue resolution.
Education
Degrees, certifications, and relevant coursework
ATS Certified
ATS Certification, ATS Certification
ATS certification obtained February 2014.
SUStrathmore University
Bachelor of Commerce, Accounting
Bachelor of Commerce (Accounting) from Strathmore University completed in 2013.
NENairobi Securities Exchange
Trading Certification, Investment Tracking & Management
Certification to trade on the Nairobi Securities Exchange focusing on investment tracking and management.
Tech stack
Software and tools used professionally
Availability
Location
KenyaAuthorized to work in
Job categories
Interested in hiring Winnie?
You can contact Winnie and 90k+ other talented remote workers on Himalayas.
Message WinnieFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
