Senior Financial Adviser & Relationship Leader

Sanlam Limited; Middelburg; Sur place; ZAR 900 000 - 1 500 000; Plein temps

Résumé du poste

Sanlam Life and Savings is focused on serving retail and corporate clients in South Africa, managing complex intermediary and client portfolios, and delivering thought leadership on advice solutions. The role involves influencing distribution strategy at segment level and safeguarding long-term client outcomes.

Ideal candidates will have extensive experience in advisory roles, strong relationship management, and the ability to navigate pricing and terms projects within approved boundaries,

Qualifications

• 5+ years in advisory/portfolio management.
• Ability to provide thought leadership on advice solutions.
• Experience influencing distribution strategy at segment level.

Responsabilités

• Manage complex intermediary and/or client portfolios.
• Provide specialist advice on policies and procedures and resolve queries.
• Lead pricing and terms projects within approved boundaries.
• Develop and implement relationship management plans for key accounts.
• Gather feedback from customers and provide insights and recommendations.
• Safeguard long-term client and business outcomes.

Connaissances

Verbal communication

Builds rapport

Closes effectively

Initiates compelling sales

Intermediaries process

Maintains the relationship

Formation

Undergraduate degree / Honours

Description du poste

Sanlam Life and Savings is focused on serving retail and corporate clients in South Africa, managing complex intermediary and client portfolios, and delivering thought leadership on advice solutions. The role involves influencing distribution strategy at segment level and safeguarding long-term client outcomes.

Ideal candidates will have extensive experience in advisory roles, strong relationship management, and the ability to navigate pricing and terms projects within approved boundaries,