Internship | Job Vacancies at Zamara Group

Financial Advisor at Zamara

Financial Advisor at Zamara

ABOUT ZAMARA

Since its inception, the firm has significantly grown in terms of size, client base and range of services. The Group has been at the forefront of industry, influencing the way it works and at the cutting edge of innovation.

Zamara’s higher purpose is to create a financially secure and prosperous society. The Zamara culture is based on the values of Simplicity, Empathy and Trust.

KEY ROLES AND RESPONSIBILITIES

Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.

The Financial Advisor will be responsible for financial planning, providing finance advice, retirement planning, investment management, and offering financial advisory services.

In more detail, the areas of responsibility include:

Business Development & Client Relationship Management

Skilfully closing sales and meeting the allocated sales targets
Quality lead generation and effective follow-up on prospective opportunities.
Client engagement and relationship management.

Financial Planning

Work closely with clients to understand their financial situation and goals, develop customized plans to help them achieve those goals.
Providing holistic guidance on products (e.g. pensions, investments, insurance, trusts etc) that align with the client’s financial objectives and risk appetite.
Recommend and execute business strategies in line with the company’s objective.

Industry Research & Product Knowledge

Demonstrate solid understanding of financial concepts and of developments in the economy/markets (both local and global).
Demonstrate solid understanding of financial products available in the market.

QUALIFICATION AND EXPERIENCE

The following experience is preferred:

Bachelor’s degree in finance, economics, or related field.
Minimum of 3 years’ experience in the financial sector.
Certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Chartered Wealth Manager (CWM) or are highly desirable.
Financial Planning and Finance skills.
Prior experience in the financial services industry is beneficial.
Retirement Planning and Investments expertise.
Ability to provide comprehensive Financial Advisory services, self-driven, ambitious and ability to meet set targets.
Business Acumen.
Relationship building & networking skills.
Excellent oral & written communication skills.

Product Owner – Digital Platforms at Zamara

ABOUT THE ROLE

We are seeking a commercially minded and customer-focused Product Owner – Digital Platforms to lead the business ownership of Zamara’s digital products and platforms that include the client portals, advisor platforms, internal platforms and digital infrastructure.

The role holder will act as the bridge between business, customers, and technology teams, ensuring that Zamara’s digital solutions deliver measurable value to clients while supporting the Group’s strategic ambitions.

The Product Owner will be responsible for defining the vision, requirements, and priorities for Zamara’s digital platforms, ensuring they deliver exceptional customer experiences while driving business growth.

The role focuses on business ownership of digital products, translating strategic goals into product requirements, prioritizing development initiatives, and ensuring the delivery of solutions that meet customer needs.

Key digital platforms under this role may include:

Client portals (pensions, insurance, investments, wellness)
Advisor and intermediary portals
Mobile applications
Self-service platforms
Data and analytics dashboards
Digital onboarding and service journeys

The Product Owner will work closely with technology teams, business units, operations, and customer experience teams to ensure products are delivered successfully and continuously improved.

The position will report to the Head of Research, Analytics and SaaS Business and will be based in Nairobi, Kenya.

KEY RESPONSIBILITIES

Product Vision & Strategy

Define and communicate the product vision and strategy for Zamara’s digital platforms in alignment with the Group’s business objectives.
Develop and maintain a product roadmap that prioritizes initiatives delivering the highest business and customer value.
Identify opportunities to enhance digital service delivery, automation, and customer self-service.
Monitor industry trends, fintech innovations, and competitive developments to ensure Zamara remains at the forefront of digital financial services.
Align product development initiatives with Zamara’s customer experience and digital transformation strategy.

Product Ownership & Backlog Management

Act as the business owner of digital platforms, ensuring that product capabilities align with business needs.
Define and manage the product backlog, prioritizing features based on customer value, business impact, and strategic importance.
Translate business needs into clear product requirements, user stories, and acceptance criteria.
Work closely with development teams during sprint planning, reviews, and releases.
Ensure that product enhancements deliver measurable improvements in user adoption, efficiency, and customer satisfaction.

Customer Experience & Journey Design

Champion a customer-first approach in the design and development of digital solutions.
Map and continuously improve end-to-end customer journeys across digital channels.
Work with CX and analytics teams to gather insights from customer feedback, behaviour, and usage patterns.
Ensure digital platforms enable customers to easily access services, transact, and monitor their financial positions.
Drive improvements in digital adoption, customer engagement, and overall satisfaction.

Business Value & Product Performance

Define and track key product performance indicators, including:

User adoption and active users
Digital transaction volumes
Customer engagement levels
Conversion rates
Customer satisfaction metrics

Use data and analytics to identify improvement opportunities and optimise product performance.
Regularly report on product performance and value delivery to executive management.

Stakeholder Management

Act as the primary business liaison between business units and technology teams.
Work closely with stakeholders across pensions, insurance, investments, operations, marketing, and customer service to ensure product alignment.
Manage expectations of internal stakeholders regarding product timelines, capabilities, and priorities.
Facilitate workshops and product discovery sessions to gather business requirements and insights.

Digital Innovation & Platform Evolution

Identify opportunities to incorporate emerging technologies such as:

Artificial Intelligence
Data analytics
Automation
Digital identity and onboarding

Support the continuous evolution of Zamara’s digital ecosystem and platform architecture.
Ensure platforms are scalable and adaptable for regional expansion across multiple markets.

Governance, Risk & Compliance

Ensure digital products comply with regulatory requirements, data protection standards, and internal policies.
Work with compliance and risk teams to ensure secure and responsible product development.
Support the adoption of responsible data practices and ethical use of technology.

KEY QUALIFICATION AND EXPERIENCE

Bachelor’s degree in business, Technology, Finance, Digital Marketing, Computer Science, or related field.
MBA or master’s degree in Strategy, Product Management, Digital Transformation or Innovation (preferred).
Certifications in Agile, Scrum Product Owner (CSPO), Product Management, or UX Design are a pl
7+ years in digital product management, digital transformation, customer experience strategy, or fintech solution
Proven track record in managing digital platforms or customer-facing technology products.
Strong understanding of Agile product development methodologies.
Experience working with cross-functional teams including technology, operations, and customer experience.
Hands-on experience with AI-driven engagement models and data analytics plat
Strong background in customer journey mapping and omnichannel experience design
Demonstrated success in leading cross-functional teams in digital transformation project
Expertise in leveraging emerging technologies (AI, blockchain, IoT) to enhance digital prod

Desired Competencies

Strong business and commercial acumen
Excellent product thinking and problem-solving capability
Ability to translate business needs into product requirements
Strong stakeholder management and communication skills
Customer-centric mindset
Data-driven decision making
Ability to work in fast-paced digital transformation environments
Strategic thinking combined with execution focus

Expected Outcomes

Successful delivery of digital product initiatives aligned with Zamara’s strategy.
Increased digital adoption and customer engagement across platforms.
Improved efficiency and automation of key customer service journeys.
Strong alignment between business strategy and digital capabilities.
Continuous improvement of customer experience across digital touchpoints.

The deadline for application is 31 March 2026

Consultant Care Management (Mombasa) at Zamara

This role will be based in Mombasa, Kenya.

ABOUT ZAMARA

Zamara’s higher purpose is to create a financially secure and prosperous society. The Zamara culture is based on the values of Simplicity, Empathy and Trust.

ABOUT THE ROLE

Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.

The Assistant Consultant will ascertain seamless service delivery to clients by offering support and assistance to medical insurance policy holders through the claims & call centre and at medical facilities, with minimal inconvenience, while supporting the overall goal of client satisfaction.

KEY ROLES AND RESPONSIBILITIES

Care Management

Manning calls on the 24-hour medical emergencies help lines
Facilitate approval and authorisation for Emergency Inpatient hospitalisation e.g. post road traffic accidents from the insurance companies/underwriters.
Outpatient treatment authorisation (off smart/ no card)
Facilitate evacuation processes to ensure favourable outcomes and reasonable charge to clients.
Preauthorization request processing and hospital procedure booking including maternity and theatre procedure bookings.
Liaising with the Insurance companies in the process of undertaking and pre-authorizations.
Provider panel management – ensuring required facilities are onboarded and favourable relationship is always maintained.
Advocating for clients
Negotiation of borderline claims
Support with overseas referral
Offer dedicated services to clients at their premises.

Reporting

Provide data reports collected from various monitoring tools assigned to the role e.g. weekly and/or monthly reports.
Trend analysis – hospital charges, cost of various packages etc

Value Adds

Facilitation of admission and discharge processes for patients by securing all necessary documents and ensuring minimal participation by the patient during the admission or discharge.
Facilitation of special care for admitted patients e.g haircuts for executive clients at the bed side/ flowers.
Issuing Zamara gift packs – pack of diapers, branded get well / birth congratulations to admitted patients.

SKILLS AND QUALIFICATIONS

A Diploma in Nursing Sciences/ Clinical medicine
Minimum of one (1) year working in a hospital set up/ health facility/medical insurance care department
General understanding of the insurance industry is an added advantage.
Capacity to build relationships
Business etiquette
Excellent interpersonal and customer service skills
Team player
Problem Solving skills
Self-Driven
Flexible to train

ACTUARIAL GRADUATE TRAINEE VACANCY AT ZAMARA GROUP

The Zamara Group is a diversified financial services business specialising in pensions, medical services, insurance and actuarial solutions. Headquartered in Nairobi, Kenya, the Group has a presence in eight countries and a Pan-African ambition. Zamara has a rich heritage in Kenya spanning over 30 years. Since its inception, the firm has significantly grown in terms of size, client base and range of services. The Group has been at the forefront of industry, influencing the way it works and at the cutting edge of innovation. Zamara’s higher purpose is to create a financially secure and prosperous society. The Zamara culture is based on the values of Simplicity, Empathy and Trust.

Roles and responsibilities

Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.
The Graduate Trainee will provide support to the Actuarial team in all aspects of actuarial consultancy services.
In more detail, the areas of responsibility include:

Actuarial Valuations & Calculations

• Prepare calculations for checking by Senior Analyst and ensure deadlines are adhered to.
• Carry out data checks/analysis for valuations and financial reviews.
• Draft valuation reports to be checked by Senior Analyst.
• Prepare individual calculations and ensure they are done according to the trust deed & rules and are within the accepted turnaround times.
• Ensure work is done in line with the quality control procedures.

Client Relations

• Occasionally communicate with clients to request for information or seek clarification with regard to data received.
• Accompany senior team members to meetings.

Professional Development

• Learn and understand the processes/procedures & systems used for individual calculations and valuations.
• Develop technical knowledge through formal on the job training.
• Identify potential process improvements and other inefficiencies and escalate to senior resources.
• Take on R&D initiatives under guidance of Senior Analyst.
• Assist team to contribute to the actuarial profession in Kenya.

Experience and personal qualities

Must Have Qualifications

Bachelor’s degree in actuarial science
Graduated within the past 2 years with a Second-Class Upper Division or above
Mean Grade of B+ or above in KCSE or its equivalent

The following personal qualities are preferred:

MS Office with focus on Excel Skills
Build knowledge of Insurance/Pensions Industry
Basic actuarial mathematics
Analytical skills
Results oriented
Excellent oral and written communication skills
Responsible and accountable
Time management
Accuracy and attention to detail

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