Investment Specialist at Absa Group Limited (Absa)

Job Summary

• The objective of the Investment Specialist is to be a specialist partner to the adviser’s business in Advice and Investments. Furthermore, to empower and influence advisers through specialized knowledge to enable them to give superior service and add value to clients and the broader Advice and Investments (A&I) business.

Job Description

Relationship Management

• To build and maintain meaningful relationships with Advisers, AIFA Regional Managers, branch staff and relationship managers in the Personal and Private Banking, Business Banking space through quality interactions (PPB) and Relationship Banking (RB)
• To act as a liaison between the Investments Product House and AIFA (Absa Insurance and Financial Advisers)
• Adviser visits as agreed with the adviser in the service level agreement
• Bi-annual IPSOS surveys to be conducted as a measure of service quality with Advisers

Target Achievement

• To facilitate business growth by assisting the Adviser to put strategies in place to achieve net flow targets, commission targets, AUM/AUA growth and Wills targets

Practice Management

• To contribute to business revenue by using Practice Management tools to ensure that there is always an opportunity available for an Adviser to make a sale through cross-selling opportunities.
• Practice View
• Business Plans
• Campaign management
• Ad hoc product compliance guidelines as requested by the Adviser
• To ensure that Advisers understand our advice philosophy
• To assist Advisers to increase needs met growth in Relationship Banking and Everyday Banking (Strategic Initiative)

Training & Product Knowledge

• To train Advisers and their staff on Investments Product House products, systems and processes
• To ensure that Advisers understand the investment philosophy, house solutions and funds
• To keep abreast of the markets and investment domain
• To source information on competitors as a way of gaining competitive advantage
• To update the Adviser on all process changes
• To update the Adviser on any product enhancements including pricing
• To engage branch staff by doing branch presentations on product and investment principles
• To support Digital and Online adoption strategies through training and campaigns
• Engage in quarterly product assessments to keep abreast of all products, process and system changes
• Liaise with Investments Product House regarding regular intermediary engagements

Sales Support

• To act as a liaison between the product house and the adviser force
• To support the AIFA Regional Manager with their sales initiatives
• To provide support on tools and information that will assist the Adviser in selling Investment products
• To improve service delivery to the Adviser by escalating and resolving relevant queries
• To facilitate book and client transfers to the product house platform

Collaboration

• To collaborate with product house stakeholders to provide input on product enhancements
• To collaborate with the Legal and Advisory and Risk Specialist to close business opportunities and retain clients
• To collaborate with the AIFA Regional Manager to coordinate campaigns and competitions in the regions
• To document a formalised Service Level Agreement with Advisers and Regional Managers
• To support regional and national campaigns and competitions

Required Education and Experience

• Bachelor’s degree or NQF 7 equivalent
• Up to 3-5 years' experience in a similar role or Investments related exposure
• FAIS Fit and Proper requirements applicable to this role

Education

• Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)

End Date: February 24, 2026