Financial Advisor Job Opportunity at Arima Fund Limited- Job Ref: ACT/ARM/2023/08-01

Full Time

Arima Fund Limited.

Financial Advisor Job Opportunity at Arima Fund Limited

Are you a financial enthusiast looking to make your mark in the world of investments? Arima Fund Limited, in collaboration with ACTSERV, is offering a fantastic opportunity for a talented Financial Advisor to join our dynamic team. This is your chance to be part of an investment club with a vision to become the preferred choice for investors, offering attractive returns while achieving financial stability, security, and independence.

Job Reference: ACT/ARM/2023/08-01

About Us:

Arima Fund Limited is an esteemed investment club, founded in 2014, on a mission to empower its members with financial prosperity. Through strategic partnerships and a commitment to excellence, we have tailored our investment products to meet the unique needs of our valued members. Our partnership with ACTSERV, a renowned actuarial consulting firm, has expanded our reach and visibility across 13 African countries, opening doors to exceptional investment opportunities.

Job Purpose:

We are on the lookout for a Financial Advisor with 1-2 years of experience in the financial services industry. As a Financial Advisor at Arima Fund, your role will involve sourcing, retaining, and growing our client base.

Reporting to: Private Wealth Advisor

Key Responsibilities:

1. Market Research and Analysis

  • Stay informed about market trends and opportunities.

2. Fearless Cold Calling for Business Generation

  • Proactively reach out to potential clients to expand our customer base.

3. Participation in Product Launches and Campaigns

  • Contribute to the success of our product launches and marketing campaigns.

4. Client Engagement and Relationship Management

  • Nurture client relationships to ensure satisfaction and loyalty.

5. Skillful Sales Closing and Meeting Targets

  • Utilize your sales expertise to meet and exceed assigned targets.

6. Quality Lead Generation and Effective Follow-up

  • Generate high-quality leads and follow up on potential opportunities.

7. Business Strategy Recommendation and Execution

  • Collaborate on business strategies aligned with our objectives.

8. Assessing Clients’ Needs and Cross-selling

  • Identify and fulfill clients’ investment needs with Arima’s products.

9. Regulatory Compliance

  • Ensure adherence to regulatory requirements, including CMA regulations on private offers.

10. Other Assigned Tasks – Be adaptable and ready to assist with other relevant tasks as needed.

Qualifications & Competencies:

  • Bachelor’s degree in Sales and Marketing or a relevant business-related field.
  • 1-2 years’ experience in selling financial products or in a sales role in the Financial Services industry.
  • Knowledge of the investment industry is an added advantage.
  • Commitment to professional values and integrity.
  • Demonstrates initiative, self-drive, ownership of work, adaptability, and flexibility.
  • Strong skills in prospecting, sales, negotiation, communication, networking, client relations, problem-solving, and computer literacy.

How to Apply:

Interested candidates who meet the above requirements are invited to submit their applications, including a cover letter, CV with three professional referees. Please ensure to indicate the Position Title and the Job Reference Number in your application.

Please Note: Only shortlisted candidates will be contacted.

Apply Now for a Fulfilling Career in Financial Advisory

Job Type: Full Time

Job Location: Nairobi

Please submit your application in English language.

Expert Tips To Be A Successful Applicant

  1. Tailor Your Application: Customize your cover letter and CV to highlight how your skills and experience align with the role of a Financial Advisor. Provide specific examples of your achievements in the financial services industry.

  2. Research Arima Fund: Demonstrate your genuine interest in our organization by researching Arima Fund and ACTSERV. Mention any notable achievements or initiatives that resonate with you.

  3. Showcase Your Sales Prowess: Emphasize your sales achievements, including any sales targets you’ve met or exceeded. Use quantifiable metrics to demonstrate your impact.

  4. Highlight Your Financial Industry Knowledge: If you have knowledge of the investment industry, make sure to showcase it. Explain how this knowledge can benefit Arima Fund and its clients.

  5. Emphasize Soft Skills: In addition to technical skills, highlight your soft skills such as communication, problem-solving, and adaptability. These qualities are highly valued in a financial advisory role.

  6. Professional References: Choose professional referees who can vouch for your skills and work ethic. Ensure they are aware of your application and can provide positive feedback.
  7. Follow Instructions: Pay close attention to application instructions, including the inclusion of the Position Title and Job Reference Number. Attention to detail is key.
  8. Positive Attitude: Display enthusiasm for the role and the opportunity to contribute to Arima Fund’s success. A positive attitude can set you apart.
  9. Prepare for Interviews: Anticipate potential interview questions and prepare thoughtful responses. Showcase your knowledge of the industry and your passion for financial advisory.
  10. Continuous Learning: Express your commitment to ongoing learning and professional development. The financial industry is constantly evolving, and a commitment to staying updated is highly valued.

Best of luck with your application! We look forward to potentially welcoming you to our team at Arima Fund Limited.

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