Martin Gitau
Financial Advisor
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About
A financial advisor building a career at the intersection of client advisory and quantitative analysis. My path started in a financial engineering degree and a stint inside government, where I helped bring structure to how diplomatic missions abroad managed their budgets before moving into direct client-facing advisory at Britam, where I help individuals build and protect wealth through savings, investment and insurance. I picked up hands-on experience in forecasting and machine learning, applying it to a real market problem rather than just coursework, and I’ve spent time in volunteer leadership roles that taught me how to manage people, track performance, and deliver on cross-border commitments.
What ties it together is a habit of using data and structure to make decisions, whether that’s a model predicting share prices or a system for keeping an advisory team accountable to its numbers.
Experience
Financial Advisor - Britam Holdings Plc
(2025-03)
- Generated KES 3.9 million in annualized premium through 52 new clients.
- Qualified for the AKI Annual Agent of the Year Award 2026 (Life Assurance Business), placing among Kenya’s leading life agents.
- Run full-cycle client advisory: needs analysis, KYC and onboarding, product structuring across life assurance, unit trusts and retirement solutions.
Finance Attachee - Government of Kenya - Ministry of Foreign and Diaspora Affairs
(2023-01 - 2023-04)
- Implemented budget allocations for 99 Kenyan missions abroad.
- Analyzed financial correspondences, offering actionable insights that improved diplomatic budget management.
- Delivered financial advisory services for 7+ diplomatic missions, streamlining financial operations.
International Relations & Experience Manager - Entity Support Team Incoming Global Talent - AIESEC in Kenya
(2023-11 - 2024-07)
- Managed internship experiences for 5 international interns and built exchange and partner trackers that improved data-tracking efficiency by 15
Incoming Global Talent Team Lead - JKUAT Branch - AIESEC in Kenya
(2023-07 - 2023-10)
- Led an international relations engagement with AIESEC Serbia that opened 2 new partnership opportunities.
Membership Experience Manager - JKUAT Branch - AIESEC in Kenya
(2022-05 - 2023-02)
- Ran performance tracking and the rewards and recognition programme for branch members. Named Best Talent Management Member, Feb 2023.
Voluntary Service Scheme - Holiday Job - Harambee Sacco
(2017-10 - 2017-11)
- Data entry and arranging of files.
Education
BSc.
- Financial Engineering - Jomo Kenyatta University of Agriculture and Technology (JKUAT) (2019-09 - 2024-11)
Association of Chartered Certified Accountants (ACCA) - KCA University (2021-01)
International Computer Driving Licence (ICDL) (2019-01 - 2019-06)
Executive Certificate of Proficiency - College of Insurance (2025-09 - 2025-10)
Kenya Certificate of Secondary Education (KCSE) - Starehe Boys’ Centre and School (2015-02 - 2018-11)
