Senior Financial Advisor & Relationship Architect

Sanlam; Noord-Kaap; On-site; ZAR 700,000 - 1,100,000; Full time

Job summary

Sanlam Life Ltd in South Africa seeks a Senior Advisor to manage complex intermediary and client portfolios, provide thought leadership on advice solutions, influence distribution strategy at a segment level, and safeguard long‑term client and business outcomes.

You will lead relationship management, deliver specialist financial advice, and negotiate terms with stakeholders, building trusted partnerships across decision makers. Minimum five years' experience and a degree are required.

Qualifications

• Five+ years of experience in financial advisory or wealth management.
• Ability to manage complex intermediary relationships.
• Strong verbal communication and relationship-building skills.
• Experience in pricing and terms negotiation.
• Understanding of client needs and sales processes.
• Knowledge of regulatory and policy interpretations.

Responsibilities

• Customer Relationship Management / Account Management: develop plans to deepen relationships with decision-makers.
• Information and Business Advice: provide specialist policy interpretation and resolve queries.
• Financial Advice: implement advisory strategies for diverse client needs.
• Pricing and Terms Negotiation: lead pricing projects within approved boundaries.
• Customer Needs Clarification: tailor material and questions for sales meetings.

Skills

Verbal communication

Builds rapport

Closes effectively

Initiates sales conversations

Intermediaries process

Maintains relationships

Education

Undergraduate degree / Honours

Job description

Sanlam Life Ltd in South Africa seeks a Senior Advisor to manage complex intermediary and client portfolios, provide thought leadership on advice solutions, influence distribution strategy at a segment level, and safeguard long‑term client and business outcomes.

You will lead relationship management, deliver specialist financial advice, and negotiate terms with stakeholders, building trusted partnerships across decision makers. Minimum five years' experience and a degree are required.