Feb 26, Actserv Financial Advisor Jobs in Kenya

Arima Fund Limited is an investment club established in 2014 with the goal of achieving financial stability, security, and independence for its members. Our Vision is to become the investment home of choice and achieve attractive returns for our members.

Arima Fund partnered with ACTSERV, a leading actuarial consulting firm in Kenya with over two decades of business visibility in 13 African countries, to enable the Fund to seek out superior investment opportunities in Kenya and beyond. Over the years, we have tailored our products to meet our members investment needs.

We are seeking to recruit a Financial Advisor, with 1-2 years’ sales and marketing experience within the financial services industry, to source, retain, and grow client base for Arima Fund Ltd.

Reporting to: Private Wealth Advisor

Key Duties and Responsibilities:

Market research and analysis

Fearless cold calling for business generation

Participate in product launches and campaigns

Client engagement and relationships management

Skillfully closing sales and meeting the allocated sales targets

Quality lead generation and effective follow-up on prospective opportunities

Recommend and execute business strategies in line with the company’s objective

Assess clients’ needs and goals to sell & cross-sell Arima investment products and services

Ensure compliance with regulatory requirements, including CMA regulation on private offers

Performing other related tasks as may be assigned from time to time.

Qualifications:

Bachelor’s degree in Sales and Marketing or other relevant business-related field

1-2 years’ experience selling a financial product or in a sales role in the Financial Services industry

Investment industry knowledge – an added advantage.

Commitment to professional values and integrity

Displays initiative, self-drive, ownership of work, adaptability and flexibility

Strong prospecting, salesmanship, negotiation, communication, networking, client relations, problem-solving & computer skills

How to Apply

For more information and job application details, see; Actserv Financial Advisor Jobs in Kenya

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