Investment Manager (FAIS) at Absa Group Limited (Absa)

Job Summary

• Manage relationships with existing clients to ensure optimal income streams and profitability uplift from existing portfolio. 
• Manage the re-investment book to identify opportunities to optimize income by way of margin management.
• Further identify opportunities to increase share of wallet from existing base.
• Alignment with the Bank’s funding model by identifying Demand Deposits that may be converted into Fixed Term Options thereby providing longevity to the Investment Book. This will be done on a case-by-case basis to ensure minimal margin erosion.

Job Description

NEW INVESTMENT CLIENTS AND REVENUE GENERATION 

• Grow Absa's Deposit market share and footprint in the region through acquisition of profitable and sustainable new investments
• Effectively market the investment product range.
• Develop and manage sales strategies relating to Investment Portfolio Management.
• Implement sales strategies and operational plans 
• Proactively build a network that will facilitate the generation of new leads
• Proactively research and create target lists for the new business in conjunction with the Banker and other Internal Stakeholders

SERVICE DELIVERY AND CLIENT QUERY RESOLUTION 

• Provide and maintain excellent service to investment clients across all Segments.
• Respond to queries/needs in prompt and appropriate manner so as to ensure no client complaints.
• Aligning to the SLA of the Processing and Fulfillment Teams. 
• No regrettable losses due to interest claims as a result of service failure.

ALIGNMENT AND ENGAGEMENT WITH INTERNAL STAKEHOLDERS 

• Act as central point of coordination between Treasury, Pricing and the Product Team. 
• Attend all relevant Investment meetings to ensure alignment with process and compliance.

Experience and Education Requirements

• Investment Management
• Banking (5 to 10 years)
• Public Sector
• Commercial Banking (Small, Medium and Large Business)
• Pricing
• RE5 FAIS Accreditation (RE1 Beneficial)
• NQF 7 (Degree/Diploma)

Education

• Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)