Financial Advisor, Islamic Investment Banking

Job Type: Full Time
Closing Date: 12th January, 2024
Location: Nairobi
Reporting Line: Head of Distribution, Islamic Investment Banking

Standard Investment Bank (SIB) is a leading financial services firm in Kenya founded in 1995. The firm offers individual and institutional clients a single point of entry for Asset Management, Securities Trading, Market Research, Investment Management and Corporate Finance. SIB is regulated as an Investment Bank (2003) and an Online Forex Trading Money Manager (2018) by the Capital Markets Authority.

To cater to our Muslim clients and other ethical investors, Standard Investment Bank through its Islamic Investment Banking window, SIB Najah is seeking an experienced and knowledgeable Financial Advisor to join our dynamic team. The ideal candidate will have a strong understanding of Islamic finance principles and regulations, coupled with excellent financial advisory skills. The primary responsibility of this role is to provide tailored investment advice and financial planning services that align with Shariah guidelines and meet the unique needs of our clients.

The successful candidate will be expected to carry out the following duties and responsibilities:

Main duties and responsibilities:

  • Conduct thorough financial assessments for clients to understand their investment goals, risk tolerance, and financial situation.
  • Develop personalized and Shariah-compliant investment strategies that adhere to Islamic financial principles, ensuring they are aligned with the client’s objectives.
  • Recommend a diversified portfolio of investment products, such as Sukuk, Islamic funds, equities, and other Shariah-compliant financial instruments.
  • Stay updated on the latest developments and trends in Islamic finance and investment markets to provide up-to-date advice.
  • Monitor and review client portfolios regularly, making necessary adjustments based on market conditions and changing client circumstances.
  • Educate clients about the principles of Shariah-compliant investing and provide guidance on the ethical and social considerations that influence investment decisions.
  • Collaborate with internal teams, including research and compliance, to ensure that investment recommendations follow Shariah guidelines and regulations.
  • Cultivate and maintain strong client relationships through regular communication, meetings, and proactive engagement.
  • Keep accurate records of client interactions, investment decisions, and portfolio performance.
  • Participate in business development activities to attract new clients and contribute to the growth of the firm’s Shariah-compliant investment advisory services.


  • Bachelor’s degree in Finance, Economics, Islamic Banking, or a related field. A Master’s degree or relevant certification (e.g., Certified Islamic Finance Executive) is a plus.
  • A minimum of 5 years of experience in investment advisory or relationship management in the banking sector.
  • In-depth knowledge of Islamic finance principles, including Shariah-compliant investment instruments and regulations.
  • Strong analytical skills to assess financial data and market trends, and the ability to translate these insights into actionable investment strategies.
  • Excellent communication and interpersonal skills to build rapport with clients and explain complex financial concepts in an understandable manner.
  • Proficiency in financial software and tools for portfolio analysis and investment research.
  • Demonstrated ethical and professional behaviour in line with Islamic financial ethics and values.
  • Ability to work independently and as part of a team, while managing multiple clients and priorities simultaneously.
  • Fluency in English, Somali or Swahili is a plus, as the role may involve communicating with clients from diverse backgrounds.


To apply, please submit your resume and cover letter as one document in PDF version to with the subject: “Financial Advisor – Islamic Investment Banking” on or before Friday 12th January 2023 at 4pm.


N/B Incomplete applications will not be considered