22 Apr 2024

Independent Financial Advisors at Actserv

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Job Description

ACTSERV is an actuarial consulting firm with over two decades of business visibility. Having grown in scale and market share, we strive to improve on our service offering by embarking on adaptive technology that delivers cutting edge solutions. This allows us to walk with client teams in delivering on their value propositions.

Summary

We are seeking to onboard Independent Financial Advisors (IFAs), with experience within the financial services industry, Sales & Marketing to source, retain, and grow client base for Arima Fund Ltd while earning attractive and competitive commission.

Reporting to: Private Wealth Advisor

Key Duties and Responsibilities:

  • Skillfully close sales as an independent financial advisor
  • Assess clients’ needs and goals to sell Arima investment products and services
  • Ensure compliance with regulatory requirements, including CMA regulation on private offers

Qualifications & competencies

  • Diploma or Bachelor’s degree in Sales and Marketing or other relevant qualification
  • Experience in Sales or selling a financial product/ similar role in the Financial Services industry
  • Investment industry knowledge- an added advantage.
  • Commitment to professional values and integrity
  • Displays initiative, self drive and passion of work
  • Strong prospecting, salesmanship, communication, networking, client retention and relation skills




Method of Application

Submit your CV and Application on Company Website : Click Here

Closing Date : 30 April. 2024





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