Independent Financial Advisors at
3 weeks ago
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
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