Individual Independent Financial Advisors

Job Overview

SBG Securities Uganda is seeking motivated and results-driven Independent Financial Advisors to join our growing network. This role is ideal for professionals who thrive in sales and are passionate about helping clients achieve their financial goals. As an Independent Financial Advisor, you will act as a bridge between our firm and the diverse Ugandan market, offering tailored investment solutions to individuals and businesses across the country. The position is designed for self-starters who require minimal supervision and can operate effectively in a remote or hybrid setting. You will be empowered with a strong brand backing, comprehensive product training, and ongoing support to ensure your success. This is not just a job; it is an opportunity to build a lucrative career in financial services within a reputable institution.

Key Responsibilities

• Proactively identify and approach potential clients to present our investment products and services.
• Build and maintain strong relationships with existing clients to ensure high retention rates and cross-selling opportunities.
• Conduct thorough needs-based assessments to recommend appropriate financial solutions that align with client objectives.
• Ensure all client documentation is accurately completed and submitted in compliance with regulatory standards.
• Meet or exceed monthly and quarterly sales targets set by the regional management team.
• Participate in regular training sessions to stay updated on market trends and new product offerings.

Qualifications & Experience

Essential

• Hold a minimum of a diploma in any relevant field such as business, finance, economics, or marketing.
• Have at least two years of proven experience in sales, preferably within financial services, insurance, or investment sectors.
• Strong interpersonal and communication skills with the ability to articulate complex financial concepts simply.
• Self-motivated with a demonstrated track record of achieving sales targets without constant supervision.

Desirable

• Hold a relevant professional certification such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or equivalent.
• Have a background in wealth management, asset management, or stock brokerage services.
• Possess a strong network of professional contacts within corporate, SME, or high-net-worth individual circles.
• Experience using CRM software and digital tools to manage client pipelines efficiently.

What the Role Offers

• Competitive commission-based earnings structure with uncapped upside potential for top performers.
• Comprehensive initial training and ongoing professional development support to enhance your skills.
• Access to a wide portfolio of investment products including equities, fixed income, mutual funds, and unit trusts.
• Flexible working hours and the autonomy to manage your own client portfolio and schedule.
• Regular performance bonuses, recognition awards, and opportunities for career advancement within the network.

How to Apply

To be considered for this role, please send your updated CV along with two professional references and any supporting certificates to the provided email address. Ensure all documents are clearly labeled and attached as PDF files. Shortlisted candidates will be contacted for an interview within two weeks of submission. Please apply now by clicking the link below.

About the Company

SBG Securities Uganda is a leading financial services firm dedicated to providing innovative investment solutions to clients across East Africa. With a strong focus on integrity, customer-centricity, and market leadership, the company has built a reputation for excellence in stock brokerage, wealth management, and advisory services. Our mission is to empower individuals and institutions to achieve long-term financial security through smart, strategic investment decisions. We pride ourselves on a culture of continuous learning, teamwork, and ethical practice, making us a preferred employer and partner in the region.

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