Wealth Management Advisor Job Vacancy in Monze, Zambia – Banking & Financial Services

Job Description

Position: Wealth Management Advisor

Company: Zanaco

Location: Monze, Zambia

Experience: 3-5 years in wealth management or retail banking

Education: Bachelor’s degree in Finance, Business, Economics or related field

Employment Type: Full-time

Industry: Banking & Financial Services

Department: Wealth Management

Salary: SSP 150,000 – 250,000 per month

Vacancies:1

Company Overview

Zanaco, the Zambia National Commercial Bank, is a leading financial institution with a strong footprint across the country. Established in 1969, Zanaco has grown into a diversified banking group offering retail, corporate, and investment services. With a commitment to financial inclusion, the bank supports individuals, SMEs, and large enterprises through innovative products and digital platforms. Zanaco’s reputation for stability, customer focus, and community development makes it a top employer for professionals seeking a dynamic career in Zambia. The bank’s presence in Monze reflects its strategic aim to serve the Southern Province’s growing economy, providing access to quality banking services and fostering local development.

Job Overview

The Wealth Management Advisor will play a pivotal role in delivering personalized financial solutions to high‑net‑worth clients in Monze and surrounding districts. This position involves building and nurturing client relationships, assessing financial goals, and recommending investment strategies that align with risk tolerance and market opportunities. The advisor will collaborate with product specialists, compliance teams, and digital banking units to ensure a seamless client experience. As part of Zanaco’s commitment to excellence, the role contributes directly to the bank’s growth targets and enhances its reputation for superior wealth management services. For more information about career opportunities, visit Zambia Jobs Search.

Key Responsibilities

• Develop and manage a portfolio of high‑net‑worth individuals, providing tailored wealth planning and investment advice.
• Conduct comprehensive financial assessments, including risk profiling, asset allocation, and retirement planning.
• Recommend and execute appropriate banking, investment, and insurance products to meet client objectives.
• Maintain up‑to‑date knowledge of market trends, regulatory changes, and product innovations to advise clients effectively.
• Ensure strict adherence to compliance, KYC, and AML policies while delivering exceptional service.
• Collaborate with internal product teams to design bespoke solutions and cross‑sell complementary services.
• Prepare detailed client reports, performance reviews, and strategic recommendations on a quarterly basis.
• Participate in community outreach and financial literacy programs to enhance Zanaco’s brand presence in Monze.

Required Skills

• Strong analytical and quantitative abilities with a solid understanding of investment instruments.
• Excellent communication and interpersonal skills to build trust with affluent clients.
• Proficiency in financial planning software and Microsoft Office Suite.
• Ability to work independently while contributing to a collaborative team environment.
• High ethical standards and a client‑centric mindset.
• Fluency in English and at least one local language (e.g., Nyanja or Bemba) is advantageous.

Education

A bachelor’s degree in Finance, Business Administration, Economics, or a related discipline is required. Professional certifications such as CFA, CFP, or equivalent are highly desirable and will be considered an asset during the selection process.

Experience

Applicants should have a minimum of three to five years of experience in wealth management, private banking, or a comparable role within the financial services sector. Demonstrated success in managing client portfolios, achieving sales targets, and navigating complex financial products is essential.

Salary

Zanaco offers a competitive salary range of SSP 150,000 to 250,000 per month, commensurate with experience and qualifications. Performance‑based incentives and annual bonuses are part of the remuneration package.

Benefits

• Comprehensive health insurance for employee and dependents.
• Retirement savings plan with employer contributions.
• Paid annual leave and statutory holidays.
• Professional development allowance and support for certifications.
• Employee assistance program and wellness initiatives.

Training

• On‑boarding program covering Zanaco’s products, compliance framework, and customer service standards.
• Continuous learning modules on investment strategies, digital banking tools, and regulatory updates.
• Mentorship from senior wealth management professionals.

Working Environment

The role is based in Zanaco’s modern Monze branch, featuring a collaborative open‑plan office, private meeting rooms, and access to state‑of‑the‑art digital platforms. The bank promotes a culture of innovation, integrity, and community involvement, encouraging employees to contribute ideas that drive business growth.

Application Process

Interested candidates should submit an online application through the Zanaco careers portal, attaching an updated CV and a cover letter outlining relevant experience. Shortlisted applicants will be invited to a competency‑based interview followed by a technical assessment. The recruitment timeline typically spans four to six weeks from application receipt.

Equal Opportunity Statement

Zanaco is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive workplace where all employees are valued, regardless of gender, race, religion, disability, or sexual orientation. Our hiring practices reflect our dedication to fairness and meritocracy.