Senior Financial Advisor for Complex Portfolios

Sanlam Limited; Paarl; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Sanlam Life Ltd is a leading financial services provider in the South African market, seeking a senior advisory authority to manage complex portfolios and influence distribution strategy. You will safeguard long-term client outcomes while leading advisory initiatives and relationship management.

The role emphasizes client advice, pricing and terms negotiation, and building strong connections across decision-makers and influencers within client organizations.

Qualifications

• Minimum 5 years of experience in advisory or financial services.
• Strong verbal communication and relationship management abilities.
• Ability to tailor client interactions and close deals with stakeholders.

Responsibilities

• Customer Relationship Management / Account Management for key accounts.
• Provide specialist advice on interpretation and application of policies and procedures.
• Implement the strategy for providing financial advice within an area of limited complexity.

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Compelling Sales Conversions

Intermediaries Process

Maintains the Relationship

Education

Undergraduate Degree / Honours Tertiary Degree

Job description

Sanlam Life Ltd is a leading financial services provider in the South African market, seeking a senior advisory authority to manage complex portfolios and influence distribution strategy. You will safeguard long-term client outcomes while leading advisory initiatives and relationship management.

The role emphasizes client advice, pricing and terms negotiation, and building strong connections across decision-makers and influencers within client organizations.