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Absa Group Limited (Absa) has forged a new way of getting things done, driven by bravery and passion, with the readiness to realise the possibilities on our continent and beyond.
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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
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)
Requirements:
- At least 2-3 years' financial planning experience required.
- 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
- Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
go to method of application »
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
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)
Requirements:
- At least 2-3 years' financial planning experience required.
- 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
- Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
go to method of application »
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
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)
Requirements:
- At least 2-3 years' financial planning experience required.
- 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
- Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
go to method of application »
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
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)
Requirements:
- At least 2-3 years' financial planning experience required.
- 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
- Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
go to method of application »
Job Summary
- To support the credit risk process through carrying out comprehensive and quality credit risk functions within the credit lifecycle to create shared growth within the boundaries of internal policies and external regulations for Growth Business clients
Job Description
- Risk Management: To conduct quality credit risk assessments and reviews, Proactively manage credit risks associated with clients, Develop data driven strategies, facilitate the credit sanctioning process to ensure responsible risk decisions.
- Data and Systems Management: To produce and analyse relevant management information and insights management
- Governance: Ensure the bank's credit, philosophy and all relevant legislation is adhered to
- Customer Management: Investigate and resolve all escalated customer complaints.
Education
- Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
go to method of application »
Job Summary
- Provide superior, seamless customer experience and offering suitable solutions to meet client needs. Utilise technology and leverage the virtual omni-channel environment, to deliver service in an efficient and cost-effective manner. Perform banking duties and oversee the financial activities for business and individual customers.
Job Description
- Income Growth and Financial Targets: Ensure a deep understanding of client's working capital cycle and business needs to provide appropriate solutions. Drive achievement of targets as per individual scorecard.
- Customer Focus: Proactively drive acquisition and cross-sell initiatives through re-engagement processes. Ensure service and complaints resolution are within acceptable service level agreements.
- Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards.
- Collaboration: Constantly seek to improve ways of working by challenging the status quo and supporting an empowering climate within the team, sharing knowledge, experience, best practice and providing constructive feedback as required.
Education
- Higher Diplomas: Business, Commerce and Management Studies (Required)
go to method of application »
Job Summary
- To market and sell Financial Solutions (products, technology and services) to increase the sales across all retail channels and other potential markets. To identify and attract new business and retain the existing customer base.
Job Description
- Sales Target : Proactively make self-initiated contact with customers in order to deliver against the required sales targets | Collaboration : Constantly seek to improve ways of working by challenging the status quo and supporting an empowering climate within the team, sharing knowledge, experience, best practice and providing constructive feedback as required. | Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards | Customer Experience: To provide service excellence and achieve customer satisfaction | : | : | : | :
Education
- Higher Diplomas: Business, Commerce and Management Studies (Required)
go to method of application »
Job Summary
- Part of the credit risk development team that performs model developments and continuous enhancements of Corporate and Investment Banking models for various asset classes such as large corporates, SMEs, Specialised lending etc. by taking part in the entire credit risk model lifecycle, i.e. model build, implementation, monitoring and governance.
Job Description
Accountability: Model development and monitoring (50%)
- Develop models in-house by ensuring model build data are of sufficient quality, completing statistical data analysis and producing detailed model build documentation while conforming to the governance structures.
- Partake in the monitoring of models within CIB through the development, standardisation, reporting and review of monitoring packs.
- Ensure successful implementation of vendor models by assisting the model implementation team through answering technical questions around the model workings (inputs to the model, calculations performed, etc.) and helping out with testing (comparing implementation results with prototype results) to ensure the model is implemented correctly.
- Develop theoretical understanding and practical application of model development methodology through model building and application experience. 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 address issues raised.
- Provide and detail appropriateness, perform and report impact analysis and recommend the use of both existing internal models as well as external industry standard models available e.g. KMV portfolio Manager, Credit Metrics, etc.
- Provide directional expertise to enhance model building skills within the team, ensuring increased capacity to build models, by transferring knowledge and experience gained.
- Ensure model compliance with Absa Group governance standards by following and adhering to various standards related to model development.
- Communicate results and recommendations from analyses and modelling undertaken to other areas of Group Credit Risk, SBUs & cluster by tailoring the interpretation to the audience and using appropriate presentation technology and templates.
- Enhance model usage through strategy and policy recommendations to the Credit Risk team.
Accountability: Stakeholder management (25%)
- 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.
- 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.
- Convert data extracts into relevant reports and data sets as required. This includes compiling Management Information (MI) and ad-hoc queries while adhering to agreed deadlines. Explaining methodologies and data feeds to the Prudential Authority and their representatives, as and when required.
- Develop and maintain relationships with relevant business units by understanding the business units’ requirements and by providing feedback in a timely manner.
- Work with stakeholders to create and maintain a portfolio of business MI by utilising consistent and validated data sources.
- Contribute towards the development of a high-performance culture. Participate in planning, resource allocation, training and team-building functions.
Accountability: Consultancy (10%)
- Support business needs such as forecasting and extrapolations by assisting in analyses as required by business.
- Create value added knowledge of data and processes by analysing information obtained from Risk data repositories.
- Compile reports and presentations based on requested analyses on existing and expected scenarios by statistically comparing different scenarios. Use these analyses to make recommendations around next steps or decisions to be taken.
Accountability: Governance and Adherence (10%)
- Based on risk research, provide general consultancy for credit risk matters within the cluster, including validation and challenger models.
- Ensure best practice modelling techniques are in place by conducting research and by liaising with Model Methodology, other SBUs or clusters and/or software suppliers.
Accountability: Continuous self-development and growth (5%)
- Stay abreast of knowledge and skills relevant to the level and area of work, and actively seek to attain those required for the next level of work.
- Improve corporate performance by considering influencing events, quantifying the impact on corporate performance and proactively finding solutions.
- Perform all other duties as reasonably assigned.
Education
- Bachelor Honours Degree: BMI - Business Management and Informatics, Bachelor Honours Degree: Computational and Applied Mathematics (Required), Bachelor Honours Degree: Statistics
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Job Summary
- The Chief Analytics Office (CAO) provides a central data management service to the organisation. This role leads the solution support teams who helps users across the organisation adopt and derive value from the data management solutions built and maintained by the Data Management and Governance team. The Head of EDM Solutions defines the service catalogue for these solutions and works closely with the platform support team to ensure a holistic service is provided. The role implements, maintains, supports and continuously improves the solution, and influences the overall data management and governance operating model for the organisation.
Job Description
- Leads the support team that provides training, on boarding and user support for CAO managed data management solutions. The roles is required to ensure that the tools and services are adding value to the organization, and to build and support a thriving data management community.
The following responsibilities must be fulfilled:
- Provide a support service to the organisation to help users understand and effectively use the solutions
- Lead a team of data management and product specialists, focusing on their delivery, upskilling, performance and motivation, and promote cross-skilling so the resource pool supports multiple data management solutions
- Define, maintain and optimise a fit-for-purpose data management and governance operating model, including processes, procedures, KPIs and responsibilities for the solutions under management
- Define and deliver training material, guides, templates and facilitate community of practice sessions to help accelerate adoption and time to value
- Contribute to the data governance framework and process definition and it’s embedment
- Ensure adherence to the data management capability requirements and associated data management policies and standards
- Administer the relevant data management forums with detailed input on data management and governance issues, including proposed resolution and status updates for the solutions under management
- Collaborate with stakeholders across the organisation to analyse issues and define resolution actions that may go across multiple business areas for the solutions under management
- Establish and maintain a release management process for changes to the solutions under management, including data management tools, communication, governance, technical and business testing, prioritization and contingency plans
- Represent the department at relevant portfolio, data and risk forums as an enterprise data management SME
- Define and adhere to an agreed OLA for the solutions under management and contract accordingly with the internal service providers needed to deliver the service within the OLA
- Maintain a prioritised solution backlog intended to resolve issues and continually improve the coverage and value of the solutions under management
Education
- Bachelor's Degree: Information Technology
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Job Summary
- Do you have the skills and experience to help us deliver innovative solutions to our clients? If so, you might be the perfect fit for our Trade & Working Capital Sales Analyst role.
- As a Trade & Working Capital Sales Analyst, you will be part of a dynamic team that works closely with Sales Specialists to structure, execute, and manage trade and working capital deals.
Job Description
In this role you will be responsible for;
- Assisting with solution design, drafting deal papers, reviewing legal agreements, and ensuring smooth client onboarding, training, and engagement.
- Facilitating deal forums amongst internal stakeholders and ensure compliance with regulatory and operational requirements.
- Conducting sales enablement and ongoing deal management within statutory and regulatory requirements, as well as through strict application of Absa policies and procedures
- Conducting facility reviews and process annual review updates with fee collection • Pro-actively manage credit limit increases within a deal cycle
- Interested in this role? You will need a B Degree in Commerce or equivalent, and at least 1 or 2 years of general banking experience. Trade & Working Capital product and service experience is a plus. You will also need excellent communication, analytical, and problem-solving skills, as well as a customer-centric mindset and a collaborative attitude.
- This is a great opportunity to grow your career in a fast-paced and rewarding environment. If you are interested, please apply online.
Education
- National Diplomas and Advanced Certificates: Business, Commerce and Management Studies (Required)
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Job Summary
- The role is a senior, full scope financial management role for the Absa Regional Operations (ARO) cluster. Stakeholder engagement and commercial understanding are key success factors and the successful applicant will support financial decision making and execute on internal and external reporting. Successful applicants will have the opportunity to upskill and learn about these more specialized businesses.
- The successful applicant will also be expected to understand and contribute to the wider Financial Control strategy threads of process improvement and credible reporting. Credible, quality reporting will be a minimum business as usual expectation in the role. Alignment and participation in Financial Control’s continuing functionalization and process improvement imperatives will also be critical deliverables in the role.
Job Description
Overall Job Purpose
- The role is a senior, full scope financial management role for the Absa Regional Operations (ARO) cluster. Stakeholder engagement and commercial understanding are key success factors and the successful applicant will support financial decision making and execute on internal and external reporting. Successful applicants will have the opportunity to upskill and learn about these more specialized businesses.
- The successful applicant will also be expected to understand and contribute to the wider Financial Control strategy threads of process improvement and credible reporting. Credible, quality reporting will be a minimum business as usual expectation in the role. Alignment and participation in Financial Control’s continuing functionalization and process improvement imperatives will also be critical deliverables in the role.
Key Accountabilities
Accountability: Analytics
- Analytics accountabilities for the role span both internal and external reporting. The role will support senior internal stakeholders in the ARO business and the successful applicant will be expected to provide analytic insight based on commercial business understanding to senior stakeholders. Stakeholders include senior management of the ARO business (in-country and center) and the Financial Controller for the ARO Cluster.
Specific accountabilities include:
- Designing, developing and implementing analytical tools which will provide comfort that internal and external reporting is accurate (including scenario analyses to anticipate and challenge reporting results)
- Ensuring that team members have a detailed understanding of products and businesses to enable relevant design and interpretation of analytics to enable accurate timeous commentary on reporting
- Provide input into external reporting deliverables using business knowledge obtained through analytical processes
- Provide commentary on external or internal reporting
- To assist the Financial Controllers to continuously evaluating the control framework in Financial Control and to enhance it as appropriate;
Accountability: Reporting
- The reporting function for the role is supported by various teams. However, the successful applicant will have certain business as usual reporting responsibilities.
- Designing, developing and implementing processes and systems which will provide comfort that external reporting is accurate
- Responsible for ensuring that all external reporting is delivered on time and is accurate
- Reviewing internal and external reporting and commentary to ensure that reporting is accurate
- Assisting with the implementation of best practice financial disclosures and presentation;
Accountability: Product and process management
- Successfully manage and deliver major projects from commencement to completion within the scope, budget and time agreed to;
- Manage project resources internally or externally to ensure that time lines are being met;
- Ensure quality of project implementation;
- Ensure that adequate documentation is delivered as part of the implementation to sustain the process;
- Responsibilities would include the co-ordination of different groups of people, from varying disciplines associated with the project.
Accountability: Project& Staff Management:
- Providing leadership to junior team members in the area of strategically improving reporting processes;
- Ensure that assigned projects are planned, staffed accordingly and successfully implemented within agreed timelines. Communicate if risks arise to successful implementation of assigned projects, and finalise and propose alternatives
- Help execute the people management strategy for Financial Control;
- Assist in embedding formal Performance Development and informal coaching in the team;
- Review training needs of team members and ensuring that team members receive the relevant training;
- Assist in the interviewing of junior team members;
Education and Experience Required
- Chartered Accountant (Financial Services preferred),
- Given the technical nature of insurance accounting/valuations, additional postgraduate qualifications focused on insurance and/or additional quantitative qualifications are preferred
- 4 - 6 Years of relevant reporting, analytics and or project management experience
- Very strong academic track record.
Knowledge & Skills: (Maximum of 6)
- Strong problem solving skills
- Strong data analytical skills
- Banking Product Knowledge.
- Strong technical accounting skills;
- Experience designing and implementing calculation tools
- Exceptional interpersonal and team-working skills and the ability to communicate at all levels;
- The ability to work in a pressured and unstructured environment and to cope with the demands of working to tight deadlines;
Competencies: (Maximum of 8 competencies)
The position requires a technically minded accountant with a passion for investment banking.
- Analysis skills & technical ability;
- Judgment / decision making – demonstrates logic, rationality and objectivity in decision making whilst balancing speed vs. thorough approach;
- Integrity – consistent, earns trust, fights fair, uses the facts;
- Team player – approachable, establishes collaborative relationships;
- Oral and Written Communications - fluency, clarity, precise, well organised communications;
- Resourcefulness – action oriented, goes “beyond the call of duty” to solve problems;
- Adaptability – adapts quickly to change and copes well with complexity;
- Experience – Designing and implementing project or system solutions
Education
- Postgraduate Degrees and Professional Qualifications: Financial Sciences (Required)
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Job Summary
- Accounting Control owns the processes that enables sustainable, accurate and timeous financial information in support of reporting to external and internal stakeholders. The individual will operate in the key processes in Accounting Control with primary focus being in the tax process.
- This is a key role in the AC tax team. Team processes, reconciles and manages the tax ledger. The team is very specialized in terms of skill and important for the reporting to SARS.
Job Description
Key Accountabilities
Accountability: Manage financial information completion process (60%)
Act as a process executor for completion of financial information, including the accountability for the following key processes:
- Journals and month-end close
- Reconciliation
- Completion of Supplementary information
- Interdiv and Elimination
- Tax
- Accounting Functions
Support to Subject Matter Expert (SME) on processes, resolution of issues and ad hoc requests from stakeholders including:
- Cluster Financial Controller
- Cluster CFO/BP&A team members
- Other Financial Control functions
Prepare month end tax calculations in line with current laws and Regulations;
- Post tax journals, review tax ledger and reconcile all tax ledger accounts in line with relevant internal policies;
- Prepare and report tax numbers to various stakeholders across the bank as well as audit;
- Prepare relevant information for Group tax for external reporting to authorities;
- Support SME on obtaining TAG opinions and ad hoc queries on accounting issues;
- Act as the process executor for implementation of new standardised processes where relevant;
- Provide feedback to stakeholders on results reflected in the financial accounting system, as well as issues identified where there are potential risks to numbers;
- Act pro-actively in correcting issues and implement a sustainable process;
- Ensure that principles of the Financial Control Operating Model are complied with and sustained;
Maintain and enhance processes:
- Identify areas of improvement in completion, review and or submission processes to drive and implement a sustainable and effective process in support of quality and accuracy
- Identify synergies between different reporting processes and implement new and or enhanced processes
Accountability: Provide support to other process executors through motivation and employee engagement (20%)
- Understanding and managing team dynamics to maximize performance;
- Escalate issues around allocation of resources to process architects tasks to ensure delivery of team objectives;
- Ensure continued development of resources, through coaching and mentoring, to empower value added delivery of tasks.
Accountability: Process Execution (20%)
- Execution of processes as designed;
- Constantly review, improve and maintain own activities to enhance the effectiveness and efficiency of processes;
- Recommend areas for improvement in order to reduce cycle times, improve productivity, create capacity and improve process reliability and customer satisfaction;
- Assist in the implementation of new and/or enhanced processes;
- Identify activity-specific risks and work with Process Owner / Process Architect to mitigate risks;
- Maintain awareness of own activities and the impact thereof on related / interdependent activities.
Role/Person Specification
Knowledge & Skills
- Exceptional academic track record;
- Understanding of financial reporting processes and related controls (Expert);
- Ability to identify control gaps and weaknesses (Expert);
- Ability to analyse and interpret financial data (Expert);
- Ability to write concise effective reports (Expert);
- Advanced excel skills to contribute to the team;
- Good Communication Skills;
- Good understanding and experience in implementing automated solutions;
- Tax experience necessary
- Accounting standards relevant to the banking industry will be beneficial.
Education and Experience:
- CA(SA);
- 0-2 years PQE experience;
- Business experience in a Banking environment gained from a Finance, Product;
- Working South African Taxation and VAT knowledge.
Competencies:
- Deciding and initiating action
- Entrepreneurial and commercial thinking
- Relating and networking
- Adapting and responding to change
- Persuading and influencing
- Creating and highly innovating
Education
- Bachelor`s Degrees and Advanced Diplomas: Financial Sciences (Required)
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Job Summary
- Provides financial services to meet client specific needs to promote, market and sell Financial Solutions in accordance with relevant legislation, to meet sales targets and achieve strategic business objectives.
Job Description
- Sales Target : Proactively make self-initiated contact with customers in order to deliver against the required sales targets | Collaboration : Constantly seek to improve ways of working by challenging the status quo and supporting an empowering climate within the team, sharing knowledge, experience, best practice and providing constructive feedback as required. | Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards | Customer Experience: To provide service excellence and achieve customer satisfaction | : | : | : | :
Education
- Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
Method of Application
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