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 to recruit a Financial Advisor to join our Unit Trust Distribution Team in Uganda.
Reporting to the Head of Retail , the successful candidate will have the following key responsibilities:
- Promote and distribute Unit Trust and other investment products in line with the Company’s sales strategy.
- Identify, prospect and acquire new clients across retail, corporate and institutional segments to drive growth in Assets Under Management (AUM).
- Build and maintain strong relationships with clients.
- Achieve agreed sales, revenue and asset growth targets through proactive business development activities.
- Develop and maintain a robust sales pipeline, ensuring effective lead generation, follow-up and conversion.
- Conduct client meetings, presentations and product demonstrations to generate new business opportunities.
- 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 records of client interactions, sales activities and pipeline opportunities.
- Ensure compliance with all regulatory requirements, internal policies and client onboarding procedures.
- Adhere to Company policies including internal and external polices, risk, compliance and regulatory standards.
- Any other responsibilities as documented in your performance objectives and as may be assigned and communicated from time to time.
Minimum Requirements
- Bachelor’s degree in business or a related field.
- At least three years’ experience in sales, business development, client relationship management or a similar role.
- Excellent communication, presentation, and interpersonal skills.
- Proven ability to organize and coordinate events while managing multiple priorities.
- Proficiency in Microsoft Office applications, particularly Word, Excel, PowerPoint, and Outlook.
- Strong client acquisition and relationship management skills.
- High level of professionalism, integrity, and customer focus.
- Proactive and results-oriented with the ability to work independently in a fast-paced environment.
- Interest in Unit Trusts is an added advantage.
Application deadline is 30th October 2026.
You are required to fill the application form and send your CV in PDF format to [email protected] Please note that applications without a CV will not be reviewed.