Business Support Executive – Wealth at Absa Group

Job Purpose

• The purpose of the role is to service everyday client needs particularly related to transactional banking requests. This role is focused on ensuring process efficiency and high level of client service. This is a support role for for a Wealth Banker.

Minimu Criteria:

• Bachelor Degree in Commerce (NQF7)
• 3 year's Investment and Wealth Management experience within a Wealth Management business
• FAIS a must for this role 

Key Accountabilities:

• Execute all transactional activities for their portfolio of clients relating to payments,
• Daily operations and related activities to ensure proper account maintenance on existing banking product CIF records
• Client queries on existing banking product CIF records (BTP, ESP, Salesforce)
• Onboarding of clients and capturing of the related client information on ESP
• Obtain and update all client documentation related to transactional banking e.g. Fica
• Perform ongoing KYC refresh for medium and low risk client and ensure the appropriate refresh occurs during trigger events
• Complete the necessary submissions and related documentations for PEP/HRR reviews as well and client exists
• Prepare non advice client documentation for client signature
• Prepare advice client documentation for client signature for products BSE’s authorized to sell
• Ongoing monitoring and managing of limit loading exceptions for their client portfolio
• Arrears management of their client portfolio including the daily updating of ARM’s
• Managing the legacy book of irregular collateral for their client portfolio
• Specific day to day involvement in core business processes
• Execute on boarding and migration in
• Execute CRAG post approval process
• Execute credit and banking maintenance requests
• Assist in execution of funds transfer when outboard payments are required and CASA documentation.

Involvement in credit related tasks

• Complete specified credit activities in line with role based mandate
• Post credit approval activities.
• Complete annual credit reviews within the thresholds listed above, where derivatives are not involved and the products are not CPF or terms loans
• Work with credit analyst/ specialist to resolve any complicated financial analysis matter.
• For annual credit reviews above the thresholds listed above or where derivatives are involved or the products are CPF or term loans then initiate credit review, request security status reports from docman 120 days prior to review date, populate the credit
• Review template with existing facility and security information for credit analyst, interact with docman, and execute post credit approval activities.

Stakeholder Management

• Build strong relationships with both global and local internal and external stakeholders.
• Effectively communicate developments within areas of activity to all relevant stakeholders.
• Ensure impeccable and timeous service levels
• Liaise with various Business Units to achieve business objectives in Structured Lending, AUA, Advisory and Investment Banking fees.
• Ensure that all teams within the pod work closely together to deliver a high level of client service.

Query Resolution

• First point of escalation for BSE issues and queries
• Undertake query resolution related to client portfolio

Competencies:

• Values Driven
• Digitally Empowered
• Customer Obsessed
• Exceptional Team Player
• Creative Problem Solving
• Drives Results
• Pan African Citizen