Strategic Financial Adviser for Client Success

1 week ago


Pretoria, Gauteng, South Africa Sanlam Group Full time
Job Title: Strategic Financial Adviser for Client Success

We are seeking a talented and experienced financial adviser to join our team at Sanlam Group in Pretoria, Gauteng.

About the Role:

This is an exciting opportunity to build long-term relationships with clients and help them achieve their financial goals. As a strategic financial adviser, you will be responsible for providing expert advice on investment products and services that meet the needs of our clients.

Key Responsibilities:

  • Develop and implement personalized financial plans for clients, taking into account their unique goals and risk tolerance.
  • Provide exceptional customer service, ensuring that clients receive timely and professional advice.
  • Maintain strong relationships with existing clients, identifying opportunities to upsell and cross-sell relevant products and services.
  • Stay up-to-date with market trends and product developments, applying this knowledge to provide valuable insights to clients.
  • Work collaboratively with other teams within the Sanlam Group to deliver seamless client experiences.

Requirements:

  • Degree in a related field (e.g., finance, accounting) or equivalent experience.
  • Proven track record of success in sales or business development, with a focus on building strong relationships with clients.
  • Strong understanding of financial products and services, including investments, insurance, and retirement planning.
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse groups of people.
  • Familiarity with regulatory requirements and compliance standards in the financial services industry.

What We Offer:

  • A competitive salary range of R600,000 - R900,000 per annum, depending on experience.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment, with a focus on collaboration and teamwork.
  • The chance to make a meaningful impact on the lives of our clients and contribute to the success of the Sanlam Group.

How to Apply:

If you are a motivated and results-driven individual who is passionate about delivering exceptional client experiences, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact details].



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