Financial Advisor

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 recruitment@sanlamallianzinvestments.com Please note that applications without a CV will not be reviewed. 

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