Financial Advisor

Job Overview

Sanlam Allianz Investments Ltd (SAIL) is a leading fund manager in the region with a strong record of accomplishment in service delivery and performance. We are seeking a results-driven Financial Advisor to join our Unit Trust Distribution Team in Uganda. Reporting to the Head of Retail, you will play a pivotal role in expanding our client base and growing Assets Under Management across retail, corporate, and institutional segments. This is a dynamic opportunity for a proactive professional who thrives in building relationships and delivering tailored investment solutions.

Key Responsibilities

• Promote and distribute Unit Trust and other investment products in line with the Company’s sales strategy to meet monthly and quarterly targets.
• Identify, prospect, and acquire new clients across retail, corporate, and institutional segments to drive growth in Assets Under Management (AUM).
• Build and maintain strong, long-term relationships with clients by providing exceptional service and proactive communication.
• Achieve agreed sales, revenue, and asset growth targets through proactive business development activities and strategic outreach.
• Develop and maintain a robust sales pipeline, ensuring effective lead generation, follow-up, and conversion at every stage.
• Conduct client meetings, presentations, and product demonstrations to generate new business opportunities and educate investors.
• Identify opportunities to deepen existing client relationships through additional investments and cross-selling initiatives.
• Plan and execute client engagement activities, investor education forums, and business development events to support business growth.
• Maintain accurate records of client interactions, sales activities, and pipeline opportunities in the CRM system.
• Ensure compliance with all regulatory requirements, internal policies, and client onboarding procedures without exception.
• Adhere to Company policies including internal and external policies, risk, compliance, and regulatory standards at all times.
• Accept additional responsibilities as documented in your performance objectives and as may be assigned from time to time.

Qualifications & Experience

Essential

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field from a recognized institution.
• At least three years of proven experience in sales, business development, client relationship management, or a similar financial services role.
• Excellent communication, presentation, and interpersonal skills with the ability to engage diverse client audiences.
• Proven ability to organize and coordinate events while managing multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office applications, particularly Word, Excel, PowerPoint, and Outlook for professional reporting and presentations.
• Strong client acquisition and relationship management skills with a track record of meeting or exceeding sales targets.

Desirable

• Relevant professional certifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or similar qualifications.
• Experience working in a fund management, asset management, or investment advisory firm in Uganda or the East African region.
• Strong understanding of local financial markets, regulatory frameworks, and investor behavior in Uganda.
• Fluency in Swahili or other local Ugandan languages to enhance client engagement in rural or semi-urban areas.
• Self-motivated with a hunter mindset and the ability to work independently while contributing to team goals.

What the Role Offers

• Competitive base salary plus performance-based commissions tied to sales targets and asset growth milestones.
• Comprehensive health insurance coverage for you and your immediate family members.
• Company-provided housing allowance or subsidized accommodation in Kampala or nearby urban centers.
• Monthly transport allowance to cover travel expenses for client visits, meetings, and business development activities.
• Subsidized lunch provided at the office or a meal allowance for days spent on external client engagements.
• Opportunities for professional development through internal training programs and external certification support.
• A clear career progression path within the Sanlam Allianz distribution network across multiple countries in Africa.

How to Apply

Interested candidates should submit a detailed Curriculum Vitae (CV), copies of academic certificates, professional certifications, and a concise cover letter explaining why you are the ideal candidate for this role. Ensure your application highlights your sales achievements, client relationship management experience, and understanding of the Ugandan investment landscape. Please apply now by clicking the link below.

About the Company

Sanlam Allianz Investments Ltd (SAIL) is a leading fund manager in the East African region with a strong record of accomplishment in service delivery and performance. The company manages a diverse portfolio of investment products including Unit Trusts, pension funds, and institutional mandates across multiple asset classes. SAIL is committed to financial inclusion and investor education, regularly hosting forums and workshops to empower Ugandans with sound financial knowledge. As part of the Sanlam Group, a pan-African financial services leader, SAIL combines global expertise with local insight to deliver consistent, risk-adjusted returns for its clients. The company fosters a culture of excellence, integrity, and innovation, making it an employer of choice for top talent in the financial services industry.

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