Careers at Absa Group Limited (Absa)

Job Summary

• We have an exciting opportunity for a Static Data Officer to be accountable for the end-to-end executing, maintenance, and governance of static data across Investor Services in South Africa and the Africa Regions. The role ensures the accurate creation and maintenance of client accounts, financial instruments, market data, and manual data loadings, while supporting regulatory compliance, operational efficiency, and service excellence.
• The incumbent plays a critical role in safeguarding data integrity by ensuring that account openings, amendments, and closures are processed accurately and within agreed service levels. The role also supports market data governance, operational risk controls, audit requirements, and adherence to regulatory obligations.

Job Description

Your key accountabilities will include the following;

• Managing account openings, maintenance, and closures across multiple systems.
• Creating and maintaining client, account, financial instrument, and market static data.
• Processing manual data loadings accurately and within SLA timeframes.
• Monitoring and governing market data to ensure accuracy and completeness.
• Performing quality checks to maintain data integrity and minimize operational risk.
• Ensuring compliance with internal controls, regulatory requirements, and audit standards.
• Investigating, resolving, and escalating data-related queries and exceptions.
• Supporting client onboarding and ongoing account administration activities.
• Contributing to operational efficiency and continuous process improvement initiatives.
• Maintaining high standards of client service and stakeholder engagement.

If you have the relevant experience and meet the requirements below, we encourage you to submit your CV.

• Diploma or Certificate (NQF Level 6).
• 5 years or more Custody experience within Investor Services.
• Knowledge of regulatory and statutory requirements, including Strate Rules.
• Understanding of custody processes.
• Knowledge of SWIFT message standards related to the custody industry.
• Proven experience in a customer-facing environment.

Education

• Higher Diplomas: Business, Commerce and Management Studies (Required)

End Date: July 24, 2026

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Job Summary

• We are seeking a Specialist Solution Analyst to work with the DevOps team and use specialist analysis and testing tools, frameworks, techniques, and practices to elicit, define, and structure business requirements.
• The role involves translating business requirements into user stories and specifications across full-stack and cross-system solutions, clearly documenting integration points, business needs, and associated risks and opportunities.
• The successful candidate will work collaboratively within squads throughout design and delivery, including taking responsibility for manual application testing processes, frameworks, and outcomes.

Job Description

Your key accountabilities will include the following;

• Proactively building relationships, apply analytical techniques to elicit and validate business (product and service) needs ahead of demand
• Establishing regular routines to build deep understanding of key business processes, including spending time with business teams and end users
• Translating identified needs and acquired insights into clear, actionable user stories that DevOps teams can readily use for building and testing
• Preparing and prioritising the backlog of requirements for the user stories linked to the proposed solutions
• Translating business requirements into detailed system requirements that define capabilities, interfaces, and functionalities within and across technologies
• Building detailed user stories to be leveraged for system requirements design (modular)
• Leveraging business analysis and modeling tools and apply notation standards such as UML/BPMN to diagrammatically/visually document: business requirements, business processes, system processes and integration
• Defining the manual testing strategy and test cases for various solutions (where it makes sense to do so)
• Defining, validating quality and testing parameters as well as plans for the solution. Socialising and translating these to automation testing teams.

If you have the relevant experience and meet the criteria below, we invite you to send us your CV.

• B Degree / NQF Level 7 in Information Systems, Computer Science, Informatics, Business Analysis, Business Management, Finance, Engineering or a related discipline.
• Relevant professional certification in Business Analysis, Agile/Scrum, Testing, UML/BPMN process modelling, or Risk/Compliance would be advantageous.
• 5 years working experience in banking, financial services, payments, or regulated technology environments would be preferred

Education

• Bachelor's Degree: Information Technology

End Date: July 24, 2026

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Job Summary

• To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
• To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
• The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs. 
• Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.

Job Description

Key Accountabilities:

Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)

• Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa’s bancassurance structure.
• Assess client’s needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA.
• Prepare recommendation and quote for appropriate risk and investment solutions based on the client’s individual needs and profile.
• Present recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given.
• Follow all the steps in the designated client engagement process as specified by Absa Advisers.
• Provide regular feedback to the Regional Manager on actions taken to progress the lead to business.
• Network, on an ongoing basis, with all stakeholders in Everyday Banking (PGM’s and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers' value proposition to the Bank and to the clients

Accountability: Meet sales and/or growth targets

• Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
• Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
• Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
• Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
• get a comprehensive view of the client's financial needs.
• Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
• Generate and discuss a formal recommendation including product quote(s) for the client.
• On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
• Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
• Submit the proposal forms to the relevant product providers for processing.
• Ensure that the issued policy aligns to the recommended product.
• Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
• Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
• Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.

Accountability: Manage own commission earnings

• Capture the correct Policy Relevant Information (PRI) number on the Commission system.
• On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
• Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
• Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.

Accountability: Practice Management

• Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice.
• Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g., systems training, product training and operational training.
• Provide coaching and mentoring to assistant(s) with regards to facilitate knowledge and skills development.
• Participate performance development (PD) discussions as required by the Absa performance management standards.
• Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager. Implement controls with regards to compliant record keeping in accordance with minimum Absa business standards (i.e. FAIS, FICA, FSB and)
• Liaise with Provincial Operations Office) with regards to maintenance of systems and equipment and provision of other services
• Complete all the required compliance exams in the specified timeframes (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts).
• Remain fit and proper as required for FAIS flagged roles.
• Provide monthly feedback to the branch, and Business Bank, regarding non-interest income (seat costs) and cross-selling opportunities
• Segment the client base according to profile, income potential and commission income.
• Engage with business development strategies with the support of the Regional Manager and our practice management subject matter experts to maximise the sustainability of the adviser practice.

Accountability: Personal Development

• Attend all the required training to attain accreditation to market Absa approved products.
• Attend all the requisite internal training (i.e FAIS-related programs/courses).
• Attain the required FAIS credits in order to attain Fit and Proper status
• Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency)

End Date: July 22, 2026