Affluent Financial Advisor (AFA) at Sanlam Nigeria

Job Description:

• As an Affluent Financial Advisor at Sanlam Nigeria, you will play a vital role in helping high-net-worth individuals manage their wealth and achieve their financial goals. This entry-level position is an exciting opportunity for individuals with a passion for finance and a desire to make a positive impact on the financial well-being of our clients.
• You will be responsible for building and nurturing long-term relationships with affluent clients, helping them navigate the complex world of financial planning, investment, and risk management.

Key Responsibilities:

Client Relationship Management:

• Develop and maintain strong, trust-based relationships with affluent clients.
• Conduct comprehensive financial assessments to understand their unique needs and goals.

Financial Planning:

• Create customized financial plans that align with client objectives.
• Provide expert advice on investment strategies, retirement planning, estate planning, and risk management.

Product Knowledge:

• Stay up-to-date with Sanlam's product offerings and market trends.
• Educate clients on a range of financial products and services.

Sales and Business Development:

• Identify opportunities to grow your client base and revenue.
• Implement effective sales strategies to achieve financial targets.

Compliance and Documentation:

• Ensure all regulatory and compliance requirements are met.
• Maintain accurate client records and documentation.

Qualifications:

• Bachelor's or HND degree in Finance, Economics, Business, or related field.
• Strong interpersonal and communication skills.
• Passion for financial planning and wealth management.
• Self-motivated and target-driven.

Benefits:

• Competitive base salary and commission structure.
• Comprehensive training and development programs.
• Access to a wide range of financial products and services.
• Opportunities for career growth and advancement.
• HMO for successful applicant.