SanlamAllianz is seeking a driven Affluent Financial Adviser to grow our presence in key regions. This role suits a commercially minded professional who enjoys acquiring new affluent clients, building strong relationships, and actively driving new business. You will work within a supportive Advisery team while taking ownership of pipeline growth and results.

Job Summary

Type: full-time
Location: Windhoek
Category: Financial Services
Closing Date: 2026-09-23

Key Responsibilities

Proactively identify and acquire new affluent clients
Build and manage a strong pipeline of new business
Provide holistic financial advice across risk, investment, and wealth solutions
Develop trusted, long term client relationships
Own personal production targets and drive measurable results
Collaborate with internal teams to support growth initiatives

Requirements

Aged 25 years or older
Minimum 3+ years’ experience in financial Advisery, sales, or business development
Proven track record of new client acquisition
Relevant industry and regulatory qualifications
Strong hunter mindset with a result driven approach
Confident communicator, self motivated, disciplined, and resilient

How to Apply

To apply, please visit: trending-talent.com

Frequently Asked Questions

What qualifications, certifications or education are typically required for a Financial Advisor role in Namibia?

A bachelor’s degree in finance, economics, business administration or a related field is usually the minimum requirement. Many employers also prefer or require professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) or relevant Namibia Qualifications Authority (NQA)‑registered programmes. Registration with NAMFISA as a financial adviser is often mandatory.

What are the common day‑to‑day responsibilities of a Financial Advisor in Namibia?

Day‑to‑day work involves meeting with individual or corporate clients to assess their financial goals, risk tolerance and current holdings. Advisors then prepare tailored recommendations covering investments, insurance, retirement planning and tax efficiency, and they follow up to review performance. Staying current with Namibian financial regulations and market trends is also a regular responsibility.

What is the typical work culture and what expectations do employers have for Financial Advisors in Namibia?

Namibian workplaces value professionalism, punctuality and clear communication, often conducted in English as the business language. Building trust through personal relationships is important, so advisors are expected to be courteous, listen actively and respect hierarchical structures. Continuous learning and adherence to ethical standards set by NAMFISA are also expected.

What realistic career progression or growth paths can a Financial Advisor expect in Namibia?

Career paths typically begin with a junior or associate adviser role, progressing to senior adviser after gaining experience and a client base. From there, opportunities include team leadership, branch management or specialising in areas such as wealth management, corporate finance or retirement planning. Additional certifications and performance‑driven results can accelerate advancement.

What benefits are usually offered and how should a job seeker apply for a Financial Advisor position in Namibia?

Employers commonly offer benefits such as medical aid, a provident or pension fund, paid annual leave (around 20 days per year) and sick leave, plus access to ongoing training or study support. Applications are usually submitted through the company’s online career portal or via email, with a CV and cover letter that highlight relevant qualifications, certifications and interpersonal skills. Namibian employers look for strong analytical ability, good communication skills and a solid understanding of local financial regulations.