Current Jobs at Absa South Africa

• We are looking for an accomplished deal structuring executive to originate, shape and execute complex Trade and Working Capital opportunities for Financial Institutions, Corporate and Institutional clients. This is a high-impact role for a commercially astute, client-centred leader who can translate complex needs into innovative, bankable solutions—balancing risk, return and strategic value while strengthening our Transactional Banking franchise across local and international markets.

Job Description

Your key accountabilities will be;

• Partnering with Sales and Coverage to identify high-value opportunities, deepen client penetration and grow sustainable revenue.
• Translating strategy into executable transactions that strengthen the franchise and deliver measurable commercial outcomes. undefined
• Building trusted relationships with clients and develop a deep understanding of their operating models, priorities and transaction banking needs.
• Bringing authoritative subject-matter expertise to client discussions, solution workshops and commercial negotiations.

Deliver integrated solutions;

• Bringing Product, Sales, Coverage, Credit, Legal, Compliance and Operations together around integrated, client-led solutions.
• Coordinating complex stakeholder inputs, resolve execution barriers and maintain momentum through the full transaction lifecycle.

Turn market insight into innovation;

• Tracking market trends, changing client needs and competitive developments across Trade and Working Capital.
• Identifying opportunities to sharpen propositions, strengthen structuring capabilities and create differentiated client value.

Influence across the enterprise;

• Building strong, trusted partnerships across Transactional Banking, Coverage, Product and the broader Corporate and Investment Bank.
• Influencing senior stakeholders, create alignment and mobilise the expertise required to deliver strategic client opportunities.

Lead with sound governance;

• Ensuring structured solutions meet all applicable regulatory, legal, compliance, credit and governance requirements.
• Embedding disciplined risk management and sound judgement from origination through execution and ongoing management.

If you combine deep technical expertise with commercial instinct, strategic judgement and a passion for solving complex client challenges, we would like to hear from you. Apply and help shape the next generation of Trade and Working Capital solutions.

• A relevant degree in Commerce, Finance, Economics, Banking, Law or a related discipline.
• A postgraduate qualification or professional banking, treasury or trade finance credential would be advantageous.
• 8–12 years’ experience in Trade Finance, Trade and Working Capital, Transactional Banking, Corporate Banking or Structured Trade Solutions.
• A proven track record of structuring and executing complex trade and working capital transactions.
• Deep understanding of trade finance, supply chain finance, guarantees, receivables and payables solutions.
• Strong commercial judgement, client engagement and negotiation capability.
• Demonstrated success working across Credit, Risk, Legal, Compliance and Operations in a complex, matrixed banking environment.

Education

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

Deadline:10th September,2026

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Job Summary

• To grow the Absa customer base through acquisition and increased customer profitability of the identified portfolio. Gain new customers and increase port folios of current customers through proactive attraction, cross selling, retention and contributing towards the achievement of the branch’s sales targets.

Job Description

• Financial Goals Business Risk  Customer Satisfaction Colleague Support

Education

• Further Education and Training Certificate (FETC)

Deadline:9th September,2026

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Job Summary

• To be the business owner for the products to offer clients as part of their retirement solutions.

Job Description

• Commercial management: Accountable for managing the commercial performance (P&L) of the product across the product lifecycle in support of the business's high-level financial ambitions and Balance Sheet shape;
• Product Management: Delivers a compelling and insights led Product Proposition offering that aligns to and enables the business and customer strategies:
• Product Infrastructure: Accountable for the entire end-to-end infrastructure (People, Process and Technology) on which the product runs to support the target customer experience whilst ensuring that the product remains commercially viable by ensuring:
• People and Culture: Builds and sustains a culture that aligns to the business's colleague experience to deliver the target customer experience and financial performance

Education

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

Deadline:9th September,2026

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Job Summary

• Conduct quality credit assessments, provide responsible risk decisions within personal mandate level, and maintain an assigned credit portfolio of clients for Wholesale Finance (Floorplans) clients in accordance with Absa credit policies, processes, and procedures. To provide an efficient and effective credit approval and management process in respect of the allocated portfolio. Develop and maintain cooperative relationships between all stakeholders in the credit value chain.

Job Description

Credit Sanctioning

• Perform quality credit sanctioning within the Operational Level Agreement (OLA), being cognizant of risks, being solutions-driven, and considering compliance requirements.
• Assist stakeholders with growth by assessing, structuring, and solutions to client needs, ensuring adherence and compliance with credit policies, processes, terms, and conditions.
• This includes evaluation and structuring of new opportunities, initial credit due diligence, and preparing recommendations to the credit committee as well as ongoing monitoring.
• Evaluate a company’s stability, the adeptness of the management team, and creditworthiness by analyzing relevant documents including balance sheets, income statements, cash flow statements, financial projections, etc. Validates any assumptions, projects, and overall borrower viability and ability to repay the credit request
• Conduct a full assessment of the risks and potential mitigating factors impacting on a client.
• Perform robust financial and non-financial analysis on the client that supports the review of facilities or new funding proposals.
• Make use of clients' historical data, for example, financial statements to forecast the clients’ potential growth and sustainability.
• Conduct a sensitivity/scenario analysis to determine the impact that a change in, for example, the economy, political situation, and consumer demand, will have on the client’s financial health.
• Based on the analysis conducted structure a lending solution for the client, that will account for the potential threats to the client and that is within set credit limits and the Bank's credit lending policies and appetite.
• Compile a proposal that summarizes, the client’s background and needs, the research findings, and the final recommendation on which credit lending solution is best for the client, for the Credit Committee to approve in the interim and escalate further for the necessary approval.

Portfolio and Risk Management

• Proactively maintain and manage the assigned portfolio within agreed KPIs.
• Accurate and timeously report high-risk accounts.
• Provide credit solutions for the timeous rehabilitation of delinquent accounts and initiate transfers to Business Support and/or Legal Recovery Services for groups/accounts which cannot be rehabilitated in the normal credit environment.

Stakeholder Management

• Build and maintain effective relationships with stakeholders.
• Be a role model for client engagement and demonstrate value add at every engagement.
• A strong communicator that has the ability to influence stakeholders
• Contribute to the upskilling and mentoring of front-line colleagues.

Risk, Control, and Governance

• Apply the highest standards of controls and risk management practices and behaviors and embed a positive risk and control culture.
• Adhere to policies, procedures, and regulations.
• Identify, assess and report risks arising from significant events, investigations, audits, and control issues.
• Demonstrate prudence, sound judgment, and appropriate escalations in the management of all types of risk applicable to the role.
• Ensure that the Bank's credit policies, philosophy, and all relevant legislation are fully complied with at all times and that any policy breaches have been suitably addressed and mitigated.

Data and Systems Management

• To produce relevant management information and manage exposures including the maintenance of relevant systems.
• Drive RWA efficiencies by ensuring that the data in terms of Default Grades (DG's), Loss Given Defaults (LGDs), limits, and review dates are correctly captured on the Bank's credit systems and adequately supported by the credit systems.

Other Responsibilities

• Assist with special projects or other duties as needed and deemed necessary
• Demonstrate an understanding of credit and risk assessment tools, risk measurement, and rating methodologies, including their underlying assumptions and potential weaknesses.
• Demonstrate resilience and ability to work in a competitive and highly pressurized work environment to ensure that deadlines are met.
• Provide ad hoc training and coaching to junior credit or new staff members through the provision of relevant materials, explanations, and/or presentations.
• Legal agreements of the transactions and related transaction documentation.
• Understanding of financial markets and general business acumen
• Partner with relevant stakeholders in the business to ensure credit processes, policies, and infrastructure is enabled.

Requirements

• BCom (Accounting, Finance) - postgraduate qualification would be advantageous
• 5 to 10 years’ experience in a financial institution.
• 5 years or more credit sanctioning under a personal mandate
• Experience in Wholesale Finance(Floorplan) and commercial credit sanctioning with a mandate would be advantageous.

Education

• Postgraduate Degrees and Professional Qualifications: Accounting (Required), Postgraduate Degrees and Professional Qualifications: Financial Services

Deadline:9th September,2026

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Job Summary

• Are you a visionary marketing leader with a passion for positioning brands across diverse markets? Do you excel in driving collaboration and alignment while delivering innovative marketing strategies that yield tangible results?
• We are looking for a dynamic Senior Marketing Manager to join our team at Absa Africa Regions (AR). In this role, you will be responsible for developing marketing and communication strategies, implementing integrated campaigns and fostering collaboration among regional cross-functional teams to drive consideration and business growth.

Job Description

• Develop Marketing Strategies: Create and implement comprehensive marketing strategies aligned with the company's goals and objectives.
• Campaign Management: Develop integrated marketing campaigns, including ATL, BTL and digital initiatives, to drive business growth, brand health and generate leads or sales.
• Brand Management: Ensure consistent brand messaging and image across all marketing channels and materials.
• Budget Management: Manage the marketing budget, allocating resources effectively to maximize ROI.
• Digital Marketing: Drive digital marketing efforts, including social media, paid media, SEO, SEM content marketing and any other digital elements.
• Analytics and KPIs: Monitor and analyse marketing performance metrics, adjusting strategies as needed to achieve KPIs.
• Stakeholder Collaboration: Collaborate with cross-functional teams to ensure overall alignment with brand and business goals as well as optimised budget spend.
• Supplier Management: Work closely with agency partners to champion creativity and media excellence,
• Enablement: Facilitate the transfer of skills and best practices to Countries to enhance capabilities and demonstrate marketing’s as a key enabler to business growth.

Requirements:

• Bachelor's degree in Marketing, Communications, or a related field or NQF 7 equivalent.
• 5 – 8 years’ Proven track record of success in developing and executing innovative marketing strategies and campaigns.
• Strong understanding of marketing KPIs, budget management and brand metrics.
• Experience in driving digital marketing initiatives, with a focus on delivering a full-funnel approach to campaigns.
• Excellent collaboration and communication skills, capable of motivating, engaging and aligning diverse teams across regions.
• Ability to manage multiple tasks concurrently in a fast-paced, deadline-driven environment, with a strong sense of accountability and ownership.

Additional Requirement:

• Regional Pan Africa Experience Preferred: Ability to navigate diverse markets and cultural landscapes to effectively position Absa as the preferred banking partner across Africa.

Education

• Bachelor`s Degrees and Advanced Diplomas: Marketing (Required)

Deadline:9th September,2026

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Job Summary

• Are you a visionary marketing leader with a passion for positioning brands across diverse markets? Do you excel in driving collaboration and alignment while delivering innovative marketing strategies that yield tangible results?
• We are looking for a dynamic Senior Marketing Manager to join our team at Absa Africa Regions (AR). In this role, you will be responsible for developing marketing and communication strategies, implementing integrated campaigns and fostering collaboration among regional cross-functional teams to drive consideration and business growth.

Job Description

• Develop Marketing Strategies: Create and implement comprehensive marketing strategies aligned with the company's goals and objectives.
• Campaign Management: Develop integrated marketing campaigns, including ATL, BTL and digital initiatives, to drive business growth, brand health and generate leads or sales.
• Brand Management: Ensure consistent brand messaging and image across all marketing channels and materials.
• Budget Management: Manage the marketing budget, allocating resources effectively to maximize ROI.
• Digital Marketing: Drive digital marketing efforts, including social media, paid media, SEO, SEM content marketing and any other digital elements.
• Analytics and KPIs: Monitor and analyse marketing performance metrics, adjusting strategies as needed to achieve KPIs.
• Stakeholder Collaboration: Collaborate with cross-functional teams to ensure overall alignment with brand and business goals as well as optimised budget spend.
• Supplier Management: Work closely with agency partners to champion creativity and media excellence,
• Enablement: Facilitate the transfer of skills and best practices to Countries to enhance capabilities and demonstrate marketing’s as a key enabler to business growth.

Requirements:

• Bachelor's degree in Marketing, Communications, or a related field or NQF 7 equivalent.
• 5 – 8 years’ Proven track record of success in developing and executing innovative marketing strategies and campaigns.
• Strong understanding of marketing KPIs, budget management and brand metrics.
• Experience in driving digital marketing initiatives, with a focus on delivering a full-funnel approach to campaigns.
• Excellent collaboration and communication skills, capable of motivating, engaging and aligning diverse teams across regions.
• Ability to manage multiple tasks concurrently in a fast-paced, deadline-driven environment, with a strong sense of accountability and ownership.

Additional Requirement:

• Regional Pan Africa Experience Preferred: Ability to navigate diverse markets and cultural landscapes to effectively position Absa as the preferred banking partner across Africa.

Education

• Bachelor`s Degrees and Advanced Diplomas: Marketing (Required)

Deadline:9th September,2026

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Job Summary

• Formulate tactical strategy and associated delivery plans related to single practice areas. Ensure proactive integration and operational tactical enhancement.

Job Description

• People Management: Coach, mentor and manage team members toward driving business objectives and ensuring colleague development. | Capacity Planning: Continuously plan the execution of team duties against plan and service level requirements. | Operational excellence: Supervise and support the execution of priorities by team against service level agreements and customer outcomes. | Compliance and Risk Management: Ensure that all team activities are in adherence to relevant control and compliance requirements, and quality standards. | Administration: Effectively fulfil all required administrative duties, including tracking and reporting.

FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):

• FSCA-Approved Qualification
• Regulatory Exam for Representatives (RE5)
• Experience As Per the FAIS Act
• Product Specific Training once Onboarded
• Class Of Business Training
• Continuous Professional Development
• Attest To Honesty, Integrity, and Good Standing

Education

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

Deadline:11th September,2026

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Job Summary

• To coordinate, plan & deliver day-to-day team tasks & activities in order to execute building services accurately & timeously in support of org. policy compliance through the execution of predefined objectives as per agreed SOPs

Job Description

Protecting the bank’s asset :  Conduct Physical Inspections at dealers as per the approved frequency

• Draw inspection lists of vehicles on a Dealer's Wholesale Finance account via the Geolock system to be aware of the vehicles that require inspection at Dealers floors
• Conduct a physical inspection of each vehicle by comparing or matching the details of the vehicle such as vin number, engine number, registration number, etc. to the details of the vehicles on the inspection list.
• Note the condition of the vehicle on the inspection report of vehicles that are found in an unsalable condition [i.e.: vehicles scratched, dented, windscreen damaged, etc.]
• Physically inspect vehicles that are not located on the dealer's floor and reported by the Dealer to be at a Third party premises [ i.e.: on consignment to another dealership or at service provider such as panel beater or fitment center ].
• The Dealer must provide proof if the vehicle is at the third party by obtaining letter from the third party confirming that the vehicle is on their premises for consignment purposes and that they are aware that the vehicle/s is financed with the AVAF Wholesale Finance facility or provide a job card in a case of a service provider.
• Verify ownership of vehicles by checking original Natis documents and compare the details of the original Natis to the actual details of the vehicle on the inspection list [ i.e.: vin no, engine number, registration number, etc.] and by checking that it is registered in the correct name [i.e.: the name of the dealership as the owner and the title holder]
• Plan and schedule routes appropriately by checking that each visit is unexpected by the dealer, by reshuffling dates and days and submit the route plan to the office on the first day of each month. Ensure that planned routes or visits to Dealers are not be known so that effective inspections may be conducted, non-routine visits.
• Email own route planning for the month to the Wholesale Finance Line Manager at the beginning of each month, thus enabling the Wholesale Finance office of one's whereabouts or location during the month.

Risk Management :  Sold Vehicles

• Verify vehicles reported "Settled" by obtaining proof of payment from the dealership e.g.: Deposit slip or copy of the Electronic Funds Transfer (EFT), and therefore being able to account for all vehicles on the Wholesale Finance Account
• Having performed inspections, make a note of all vehicles that are settled and email proof of payment obtained from the dealer
• Indicate on the inspection list the date on which a vehicle is delivered to a client by obtaining proof of a signed delivery note from the Dealer, so as to account for all vehicles on the Wholesale Finance Account.
• Bring to the dealer's attention all vehicles outstanding on their Wholesale Finance that have already matured and vehicles about to mature in the following month
• Ensure that proof of payment and proof of delivery is verified on all sold / delivered vehicles by indicating the date the vehicle was sold / delivered / settled on the inspection list.
• Ensure that all sold /delivered vehicles that have passed the payment frequency period is settled prior to you leaving the dealership [ Refer to addendum for the agreed process ]
• Back office staff must follow up on units marked as sold and ensure settlement within 72 hours from date of delivery. Non-compliance to be escalated in order to address with dealer immediately and not wait for scheduled next inspection.
• Identify and escalate possible risk to line manager immediately
• Report any irregularities to the regions and participate in decision making
• DPP Facilities must strictly be adhered to

People management :  stake holder engagement

• Act as a liaison between the Dealers and the Wholesale Finance & Dealer Relations department by handling queries and complaints from the dealer and resolving them timeously and or forwarding it to the correct person at the Wholesale Finance office
• Provide process and procedure training to Dealers (e.g. If an instability is detected at a dealer by an Inspector, take control of either Natis documents or Wholesale Finance Vehicles or both) with dealers who have defaulted [i.e.: not settling vehicles sold or using a Wholesale Finance vehicle for their own use, etc.], provided that it is in line with the terms and conditions of the Floorplan agreement and the Floorplan facility letter.
• Liaise with your line manager , Provincial heads and Business Development Officers on the manner in which the dealer handles the facility
• Discuss utilization -   Enquire on low or non- utilization and provide feedback to the business Analyst.

Compliance and Training

• Adhere to compliance requirements and complete all required training before due date

Ad hoc Support

• Provide ad hoc support where needed , this includes :
• Additional visits to dealer upon instruction from your line manager
• Assist with inspections in other areas when requested by your line manager.
• Assist with attaching of keys and papers at dealerships upon instruction from your line manager.
• Assist in attaching of vehicles from dealership upon instruction from your line manager
• Be prepared to rotate assigned areas for audit purposes upon instruction from your line manager
• Maturities discussions with dealer
• Discuss utilization of facility where facilities are not being adequately used
• Dealer leads provided – New Facilities or Facility value increases. New dealers.

Apply the highest standards of controls and risk management practices and behaviours and embed a positive risk and control culture.

Demonstrate prudence, sound judgement and appropriate and timely escalations in the management of all types of risk applicable to my role.

• Understand my role in the business end to end processes, including applicable risks and controls and how this improves the service we provide to our customers
• Adhere to Absa frameworks, policies and procedures applicable to my role, demonstrating sound judgement and responsible risk management, and when required highlight breaches and request dispensations & waivers on a timely basis
• Report all risk events/incidents/issues immediately upon discovery and escalate significant events/incidents/issues using the defined process for my business area
• Help to understand why risk events/incidents/issues happened and identify how to prevent them in future - focusing on fixing root causes and taking ownership of identified actions
• Proactively identify ways to improve the control environment by considering what could go wrong in the processes I operate and how errors could be prevented - focusing on fixing root causes and taking ownership of identified actions
• Complete all mandatory training to deadline

Education

• Further Education and Training Certificate (FETC): Physical Planning and Construction (Required)

Deadline:9th September,2026

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Job Summary

• To provide specialist advice and support in the development and implementation of quantitative analytics, planning and associated service delivery processes, methods and techniques; enabling the provision of sound product development expertise.

Job Description

Accountability: Model development

• Develop IFRS9 and/or Regulatory Capital models in-house through sound methodologies and statistical analysis.
• Enhancing / refreshing existing models already in place.
• Proficiency in SAS coding is essential.
• Updating models to reflect latest forecasted macro-economic factors; and communicating this impact.
• Testing that model build data is of sufficient quality and completing statistical data analysis to ensure this.
• Producing detailed model build documentation.
• Assisting the model implementation team through answering technical questions around the model workings (inputs to the model, calculations performed, etc.) and with testing (comparing implementation results with documented model) to ensure the model is implemented correctly
• Develop theoretical understanding and practical application of models.
• Ensure full governance processes for modelling are complied with from model inception and build through to validation and sign-off by completing all relevant documentation according to the Absa Model Risk Policy. This includes responding to Independent Review questions and reworking the model build to resolve issues raised.
• Provide detail around the appropriateness of models.
• Perform and report impact analysis, including that of model updates.
• Work in a manner that allows models to easily be revisited or handed over.

Accountability: Stakeholder management

• Actively engage stakeholders (model users, validation team, monitoring team, regulators) to be fully engaged in process and delivery through email discussions, group meetings and one-on-one discussions.
• Present impacts of model updates / model refreshes.
• Generate appropriate challenge on model builds from around the cluster by discussing model build detail and ideas.
• Manage key stakeholders across the business by ensuring their issues, objectives and priorities are reflected in the agreed solutions.
• Explaining methodologies and data feeds to stakeholders when needed.
• Develop and maintain relationships with relevant business units by understanding the business units' requirements and obtaining feedback.
• Interact with Credit teams when details of their operational processes is required to understand the data / incorporate into the model methodology.

Accountability: Consultancy

• Share insights on the models for which you are responsible for. E.g., on the data used to build the model, drivers of the model, methodology, etc.
• Perform analysis on models to understand impacts, changes, etc.

Accountability: Governance and Adherence

• Familiarise yourself with Absa’s internal Model Risk Governance requirements and relevant Standards.
• Familiarise yourself with the regulations which govern model methodologies.
• Ensure that work which is performed adheres to the above.

Qualifications

• Statistics/Mathematics or similar. · Bachelor Honours Degree: Actuarial Science, or · Bachelor Honours Degree: Applied Mathematics, or · Bachelor Honours Degree: BMI – Business Management and Informatics, or · Bachelor Honours Degree: Mathematics, or · Bachelor Honours Degree: Statistics
• SAS programming proficiency
• Years of experience: 1 - 5 years

Education

• Bachelor`s Degrees and Advanced Diplomas: Physical, Mathematical, Computer and Life Sciences (Required)

Deadline:11th September,2026

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Job Summary

Key Requirements:

• Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment
• NQF 5 FSB approved qualification (120 FAIS Credits)
• RE 5 Certification
• Fit and proper for typical license categories
• 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)

Deadline:30th September,2026