Sanlam Allianz Investments Ltd is seeking a proactive, results-oriented Financial Advisor to promote investment products, acquire and manage clients, and support growth in Assets Under Management through the Unit Trust Distribution Team in Tanzania.
Responsibilities
- Promote and distribute Unit Trust and other investment products in line with the company’s sales strategy.
- Identify, prospect, and acquire new retail, corporate, and institutional clients to drive growth in Assets Under Management.
- Build and maintain strong relationships with clients.
- Achieve agreed sales, revenue, and asset growth targets through proactive business development activities.
- Develop and maintain a strong sales pipeline through 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.
- Maintain accurate records of client interactions, sales activities, and pipeline opportunities.
- Ensure compliance with regulatory requirements, internal policies, and client onboarding procedures.
- Adhere to company policies, risk management requirements, compliance procedures, and applicable regulatory standards.
- Perform other responsibilities outlined in performance objectives or assigned by management.
Requirements
- Bachelor’s degree in Business or a related field
- At least three years of 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 Word, Excel, PowerPoint, and Outlook
- Strong client acquisition and relationship management skills
- High level of professionalism, integrity, and customer focus
- Proactive, results-oriented approach and ability to work independently in a fast-paced environment
- Interest in Unit Trusts is an added advantage
- Bachelor’s degree in Business or a related field.
- Sales and business development skills.
- Client acquisition and relationship management skills.
- Excellent communication, presentation, and interpersonal skills.
- Event organization and coordination skills.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
- Professionalism, integrity, and customer focus.
- Proactive and results-oriented approach.
- Ability to work independently in a fast-paced environment.
- Knowledge or interest in Unit Trusts, Money Market Funds, asset management, or related financial services is advantageous.
Document Requirements
Application Instructions
- CV in PDF format by email.
- Include your full name, email address, mobile number, highest education level and field of study, current and previous employers with positions and durations, years of sales and business development experience, industry experience, and any Unit Trust or Money Market Fund sales experience (or N/A).
- Applications without a CV will not be reviewed.
- Only shortlisted candidates will be contacted.
- Deadline: 3 November 2026.
