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  • Posted: Feb 3, 2025
    Deadline: Not specified
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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.
    Read more about this company

     

    Digital Experience & Publishing Specialist

    Job Summary

    • Great opportunity for a detail-oriented and proactive Digital experience Author/Publisher leveraging Adobe Experience Manager (AEM) to manage and maintain content on our banking website.
    • This role involves creating, editing, and publishing web pages using AEM, ensuring content accuracy, consistency, and compliance with brand and regulatory standards. The ideal candidate will work closely with product managers, designers, and developers to enhance the digital experience for our customers.

    Job Description

    • Content Management: 
    • Create, edit, and publish web pages, banners, and promotional content in Adobe Experience Manager (AEM).   
    • Ensure proper formatting, layout, and styling of content in line with brand guidelines.   
    • Maintain content integrity across different sections of the Absa banking website.   
    • Collaboration & Workflow Management: 
    • Work with product managers, UX designers, developers, and marketing teams to implement content updates.   
    • Adhere to approval workflows before publishing new content.   
    • Ensure seamless coordination between business and tech teams.   
    • Quality Assurance & Compliance: 
    • Review and test published content to ensure correct display across devices and browsers.   
    • Ensure content compliance with regulatory, legal, and accessibility standards.   
    • Monitor for outdated content and update/remove as needed.   
    • Optimization & Troubleshooting: 
    • Apply SEO best practices to improve search visibility.   
    • Optimize images, metadata, and content structure for performance and accessibility.   
    • Troubleshoot and resolve publishing issues in AEM.   

    Education

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

    go to method of application »

    Senior Insurance Risk Specialist

    Job Summary

    • This senior role focuses on overseeing insurance risk management, including data processes, calculations, and reporting key metrics to AFS Board and AGL Exco committees. Responsibilities include reviewing and challenging risk metrics, contributing to ICAAP, ORSA, and disclosures, and providing assurance on product pricing and terms. The role entails end-to-end model governance, updating the Model Risk Framework, and participating in model risk committees. Strategic duties include supporting financial reviews, reinsurance adequacy, stress testing, and forecasting over the medium term. Additionally, the role involves developing talent, embedding data analytics, and aligning risk strategies across AFS entities. Climate risk management and regulatory engagements are integral, alongside preparing risk insights for senior stakeholders. The position demands expertise in risk oversight, actuarial analysis, regulatory compliance, and leadership.

    Job Description

    • Insurance risk oversight and reporting, including
    • Oversight and support of data processes, calculations and reporting of key insurance risk metrics
    • Production and presentation of insurance risk management information (monthly insurance risk reporting) to AFS Board and AGL Exco committees
    • Check and challenge of key insurance risk metrics
    • Responsible for monthly EC calculations and reporting
    • Attend, check and challenge Life risk forums
    • Consolidation and review of the published Insurance risk disclosures (Booklet and Insurance Risk Note)
    • Consolidation / drafting of the insurance risk sections of the AGL ICAAP and relevant sections of the ORSA report
    • Consider how other group wide policies impact insurance specific policies and standards.
    • Product and pricing reviews
    • Performing and reporting on product reviews
    • Assess the insurance and financial risk exposure of proposed new product development
    • Provide assurance to relevant stakeholders regarding the appropriateness of pricing structures and terms and conditions of new products or product changes
    • Reviews and signs-off on various product reprice, refinements / amendments. 
    • Supporting the A&I PRC as an advisor on actuarial matters
    • Act as an assurance partner in the NAPA process by providing sign-off from a financial risk management perspective for life and non-life insurance and sitting on the respective PRC committees as a voting member.
    • Model governance and model risk oversight
    • Responsible for end-to-end oversight of model lifecycle controls
    • Preparation of Model Risk reporting and management & Report on insurance model risk management in the relevant AFS and AGL forums
    • Refresh of the Model Risk Management Framework, Policy and Standard(s)
    • Chair the model governance and control forum (MGCF) and attend AGL Model Risk Committee
    • Present Insurance Model Risk updates to the AGL Models Committee annually
    • Annual Review, update, governance approval & training of the Model Risk Framework and reviews of the supporting policies for AFS Group
    • Evaluates and provides advice on the development and use of internal models.
    • Act as the co-ordination point between model principal risk team and insurance operations
    • Support Group HAF activities
    • Financial Position review
    • Reinsurance Adequacy review
    • Stress and scenario testing review
    • Support MTP and ACS processes
    • Support business with MTP and ACS processes
    • Prepare and present risk results at Exco and Board level
    • RWA and EC forecasting over the MTP period
    • Contributes to the following Risk management strategy initiatives / deliverables 
    • The Development the AFS wide risk management strategy and plan.
    • The Review and challenge of business entity risk management strategy and plans
    • The alignment between AFS BU & AFS Risk management objectives, strategies and policies to solo entities.
    • The approach proposed / used to manage AFS’ material risks.
    • Strategic Risk Assessment on the AFS Group Strategy
    • General
    • Manage and develop talent to support business resilience, providing technical and organisational support to key resources while offering guidance and mentorship.
    • Provides data analytics insights, machine learning and AI capabilities to risk management teams.
    • Supports risk teams with embedding smarter processes and interfaces.
    • Supports the Business with the interconnected monitoring of insurance risk management and climate risk management
    • Support AFS senior management in Prudential Authority engagements 
    • Prepare content for AGL risk booklet and pillar 3 report 
    • Conducts integrated assurance.

    Education

    • Bachelor Honours Degree: Actuarial Science (Required)

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    Release Train Manager

    Job Summary

    • As Programme Manager and coach for the Agile Release Train (AGT), the main purpose of this role is to ensure overall alignment and effective delivery of the Programme Increment Planning (PI) objectives to ensure the successful delivery of Epics/Features/MVP  in line with the set governance principles and business strategy.

    Job Description

    • Accountability:  Alignment of the agile release train(ART) 
    • Facilitate the design process of key deliverables and secure authorisation from primary stakeholders
    •  Design, implement and facilitate process to ensure alignment on key deliverables and direction to encourage collaboration and agile delivery between all parties
    •  Design and implement measures to help the teams on the ART note and track PI objectives, dependencies, impediments, and delivery progress
    • Facilitate the building of monitoring tools to monitor and track progress against objectives and delivery progress
    • Support the design, integration, and execution of end-to-end tactical enablement strategies across the ART and the supporting infrastructure to drive the collaboration between all parties affected by the ART
    • Facilitate the building of integrated enablers to drive seamless delivery of PI objectives
    • Accountability: Optimisation of the Agile Release Train (ART) capabilities
    • Facilitate the building and integration of capabilities to enable the execution of the agile train release capability
    • Facilitate the design and implementation of service standards for the full agile train release capability
    • Define, implement and monitor service level measures for the primary and secondary stakeholders (product owners, management and other stakeholders)
    • Implement and drive capabilities and associated measures/analytics to optimise the ART enablement activities
    • Accountability: Optimisation of delivery of Agile Release Train events
    • Facilitates or ensures the facilitation of ART-level synchronisation
    •  Drive simplicity, agility, innovation when conducting PI planning, inspecting and adapting events on all ART practices and processes.
    •  Supports the scrum masters in effectively coaching their teams on the effective execution of all other team events such as the Daily Stand-up, Iteration Planning and Review and similar events
    •  Drives a culture of relentless improvement, through facilitation of ART level inspect and adapt workshops.  Continuously challenges current ways of work to improve delivery, by incrementally improving quality, predictability, flow and value
    • Accountability: Performance management
    • Analyse and interpret data to produce detailed reports explaining trends, discrepancies and inconsistencies.
    • Support the design of measures that will track daily, weekly and monthly progress/performance against strategy and tactical plans
    • Ensure timeous reporting on performance
    • Responsible for translating Management Information data and reports and tabling insights gained through studying such integrated business (function) reports to measure success and to realign tactical strategy implementation objectives appropriately
    • Accountability: Risk and compliance
    • Responsible for:
    • The effective implementation of and adherence to the risk and control framework associated with service enablement
    • Driving the remediation of risk daily where control design or operational execution failed resulting in losses/breaches
    • Ensuring that all compliance, regulatory, governance or other risk standards are adhered to by all service providers and other stakeholders
    • Accountability: Finance
    • Develop, implement and monitor a cycle of medium-term cost improvements
    • Compile a budget that aligns to delivery plans, monitor and report on variances
    • Manage high-risk and problematic financial issues and contribute to the development of policy
    • Accountability: People and culture management
    • Apply a collaborative leadership style, create an engaging, enabling and productive work climate and enable self-organised and customer focused multi-disciplinary colleagues to deliver on an outcomes-based performance basis
    • Implement people strategies that drive the optimum utilisation of human capability and capacity, clarifying requirements and expected outcomes
    • Achieve high performance through embedding formal development plans and informal coaching.
    • Implement a robust knowledge management and agile learning system to support real-time learning and the constant communication of new ideas/learning amongst all colleagues

    Education

    • Bachelor`s Degrees and Advanced Diplomas: Information Technology

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    Junior Consultant Sales (FAIS) (Montagu)

    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

    go to method of application »

    Manager Fraud Solutions (AVP)

    Job Summary

    • Provide leadership direction and oversight in managing a team within Fraud Solutions which is focused on execution of Fraud mitigation strategies, providing delivery of the desired customer and colleague experience, and delivering high quality identification, investigation and resolution of fraud.
    • Identify fraud threats and elevate fraud trends and emerging risks and Modus Operandi across products and channels. 
    • Develop, maintain and manage internal and external stakeholder relationships, manage operational risk, regulatory reporting and industry engagements.
    • Protect the bank, the Absa brand and customers from risk and impact associated with fraud through broad understanding the business and effective Fraud Intelligence

    Job Description

    • Implement strategies effective for the detection, prevention and investigation of fraudulent activities and implement fraud prevention strategies and processes necessary for minimising risk of fraud.
    • Effectively manage new rules implemented by Fraud Strategy and provide input into latest fraud trends to assist with effective rule maintenance and creation.
    • Partner with the Fraud Community to deliver insightful strategic guidance based on elevated fraud insights and mitigation recommendations.
    • Translate strategic plans into operational processing objectives and tactical plans.
    • Understand the overall fraud environment, its dynamics, strategies, and initiatives to enable achievement of business objectives through optimal delivery across customer interface and relevant cross functional areas. 
    • Identify business drivers, customer experience pain points and service challenges, recommend and implement remedial programs agreed with business and the Fraud Community to close any gaps.
    • Execute the customer experience strategy and Treat Customers Fairly principles (TCF) and ensure delivery of the desired customer experience.
    • Take responsibility for managing the business efficiently and continually striving to enhance existing capabilities (processes, tools/ systems) to deliver superior standards of efficiency and service.
    • Develop, enhance and execute the operational risk regulatory and industry liaison strategy and framework. 
    • Oversee, review and challenge and report on the risk, operational risk regulatory reporting to SABRIC, PASA, Fraud Community and regulators where applicable. To ensure overall governance and oversight is maintained. 
    • Understand industry and regulatory requirements and take responsibility to oversee, review, challenge and report on the risk to regulators, industry partners and senior management where applicable.

    Education

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

    go to method of application »

    Banker - Enterprise (FAIS) (Somerset West)

    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)

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    Senior Product Manager: Transactional Banking

    Job Summary

    • Accountable for the product design, development, deployment and management of the respective 
    • Consumer Product Portfolio. To enable the fulfillment and implementation of the respective value 
    • propositions and ongoing implementation and management of new and existing products in the respective 
    • Product Portfolio.

    Job Description

    • Product Design and Development
    • Provides the design and development of new and existing products, taking to market and run of compelling and commercially viable product propositions spanning the product lifecycle;
    • Drives innovation around the product development and management cycle.
    • Prepare business cases for new product developments.
    • Manage marketing collateral of wealth-owned banking and credit products. Responsible for the operational query resolution on all aspects of the respective Product portfolio relating to product propositions.
    • Product Management
    • Collaborates with the respective stakeholders in ensuring that Product value propositions seamlessly integrate into segment and sector value propositions to support “golden baskets” and enable the acquisition and retention of customers in specific segments and sectors to support the targeted commercial and customer shapes.
    • Management and coordination of activities relating to roll out of new products and product enhancements.
    • Responsible for updates and change of product and process documentation.
    • Provides exception reporting on rate and fee deviations and revenue leakage in maintaining key product performance indicators for the respective Product portfolio
    • Control
    • To ensure optimal and compliant control environment within the respective Product Portfolio that appropriately balance risk appetites and customer demand with the need to grow to achieve the financial ambitions and balance sheet aspirations of RB.
    • Stakeholder Management
    • Responsibility for service monitoring from product providers and monitors client experience with particular emphasis on banking products.
    • Ensures service delivery is in line with SLA’s.
    • Drive interaction with all relevant Infrastructure areas across the business in addressing product management requirements and priorities.
    • Drive relevant communication related to product changes or new product implementations.

    Education and experience required 

    • Minimum B-degree (NQF level no.7) Desired Post Graduate Degree (NQF level no.8+)
    • 3 -5 years Banking experience
    • 3 -5 years of experience in Banking Products
    • Experience specifically relating to the Product Portfolio is preferred

    Education

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

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    Senior MLOPs Engineer (Machine Learning Operations)

    Job Summary

    • Bachelor’s degree in Information Technology, Computer Science, Software Development, Engineering, or a related field.
    • Minimum 7 years of post-graduate experience in a data engineering or MLOps role.
    • Minimum 4 years’ experience working with AWS cloud services or Databricks.
    • Minimum AWS Solutions Architect Associate certification.
    • AWS Machine Learning speciality certification is preferred.
    • Proficiency in machine learning, data engineering, and cloud-based architectures.
    • Excellent problem-solving skills and ability to work in a fast-paced environment.
    • Strong communication and leadership skills.

    Job Description

    Role Overview:

    • As a Senior MLOps Engineer, you will play a crucial role in the deployment and maintenance of machine learning and AI solutions developed by our data science team. This role requires a unique blend of deep technical knowledge and practical experience in data engineering, machine learning operations (MLOps), and AWS cloud services, along with strong interpersonal, problem-solving and leadership skills.

    Key Responsibilities:

    • Design, implement and maintain MLOPs solutions on cloud (AWS\Databricks)
    • Implement and manage MLOps pipelines to streamline the deployment of machine learning models in cloud (AWS\Databricks).
    • Develop and maintain reusable feature stores, robust data architectures, and efficient data engineering practices.
    • Data science model review, code refactoring and optimization, containerization, deployment, versioning, and monitoring of its quality
    • Work closely with risk and governance teams to ensure compliance and security in cloud environments (AWS/Databricks).
    • Establish and enforce best practices and standards for MLOps within the cluster.
    • Provide technical leadership and coaching to junior team members.
    • Coordinate cross-functionally with various technical teams to facilitate the integration of AI solutions into business processes.
    • Continuously monitor and optimize the performance of deployed machine learning solutions
    • Meaningfully contribute to & ensure solutions align to the design & direction of the group architecture, cloud governance, data standards, principles, preferences & practices. Short term deployment must align to strategic long-term delivery.

    Technical skills:

    • Strong understanding of MLOps practices and principles, including CI/CD pipelines, version control, and model deployment.
    • Ability to design and implement MLOps pipelines in cloud (AWS\Databricks)
    • Expertise in machine learning algorithms (frameworks such as scikit-learn, Keras, PyTorch, Tensorflow),
    • Proficiency in programming languages such as Python, PySpark, Spark
    • Familiarity with big data technologies and frameworks (e.g., Hadoop, Spark).
    • Hands-on experience with AWS services for data processing such as AWS Glue, AWS Lambda, Amazon S3 and Amazon SageMaker.
    • Proficiency in AWS management and deployment tools, including AWS CloudFormation, AWS CLI, AWS CodePipeline, AWS CodeBuild, AWS CodeDeploy, Amazon ECS, Amazon EKS, AWS Step Functions and Github
    • Experience in designing and implementing scalable data architectures.
    • Familiarity with building and maintaining feature stores.
    • Knowledge of database management, SQL, ETL processes and data warehousing principles.
    • Ability to translate complex technical concepts into understandable terms for non-technical stakeholders.
    • Understanding of data security, privacy, and compliance standards relevant to the banking industry.
    • Experience coordinating with risk and governance teams to ensure secure and compliant solutions.
    • Strong communication skills for effectively collaborating with cross-functional teams and mentoring junior staff.

    Minimum Requirements:

    • Bachelor’s degree in Information Technology, Computer Science, Software Development, Engineering, or a related field.
    • Minimum 7 years of post-graduate experience in a data engineering or MLOps role.
    • Minimum 4 years’ experience working with AWS cloud services.
    • Minimum AWS Solutions Architect Associate certification.
    • AWS Machine Learning specialty certification is preferred.
    • Proficiency in machine learning, data engineering, and cloud-based architectures.
    • Excellent problem-solving skills and ability to work in a fast-paced environment.
    • Strong communication and leadership skills.

    go to method of application »

    Specialist - Credit Analyst Premium Business

    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 Premium Business clients

    Job Description

    • Analysis and Research:  - Conducts analysis and research in areas of specialisation/expertise, leveraging a variety of applicable information's sources; - Analyses information, generates and publishes written reports summarising findings and prepares recommendations within area of expertise; - Quality assures analysis and recommendations | Stakeholder Management::  - Establish relationships with key internal and external stakeholders to source information and make recommendations to; - Build relationships with stakeholders spanning the enterprise in order to collaborate and share findings and recommendations. | Control:  : Accountable for complying with all risk management, regulatory and  compliance frameworks within area of accountability; Where applicable ensures that colleagues managed are aware of and comply with all compliance requirements.

    Education

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

    go to method of application »

    Financial Adviser: Life (FAIS) (Lichtenburg)

    Job Summary

    • Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).

    Job Description

    • Stakeholder Management: Actively promote and manage the collaborative engagement of internal and external stakeholders, including regulators, suppliers, clients, service providers, business partners and other Absa entities. | Sales Target: Proactively make self-initiated contact with customers in order to deliver against the required sales targets. | Customer Engagement: Do activity planning by identifying the clients to be contacted during a particular period. | Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards. | Manage own broker practice: Ensure that staff members (Broker Assistants an Interns as relevant) have a clear understanding of their roles and responsibilities within the practice.
    • 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 »

    Senior Manager: Payment Fraud Risk (Johannesburg))

    Job Summary

    • To develop tactical strategy and delivery plans, formulate associated practice and to ensure operational implementation and adoption across a single practice i.t.o. risk methodology, governance and delivery objectives

    Job Description

    • Payments is one of the most dynamic environments in financial services today. 
    • With new payment mediums being launched globally all financial institutions need to understand the risks that impact them and their customers. 
    • The Payment fraud SME will be responsible for the setting of fraud risk strategies to combat fraud across new payment-and-digital platforms. 
    • The role will drive industry engagements to help the shape the fraud controls required to combat payment fraud at an industry level. 
    • With digital channels and payment journeys being intertwined this role will also be responsible for guiding the business on fraud risks impacting the digital channels and payment rails. 
    • The guidance will be captured in a fraud strategy with clear responses defined in addressing existing and emerging risks. 
    • The Payment fraud SME will have financial targets and will be measured on the embedment of future fit solutions that prevents fraud.”
    • Risk Management: Providing Subject Matter Expertise to Risk types
    • Stakeholder Management: Build and Maintain effective Relationships with relevant stakeholders
    • Risk Reporting: Identify, assess and Report key risks arising from significant events, investigations, audit and control issues
    • People Management: Develop a high performing Team
    • Risk and Control: Adherence to Policies, Procedures and Regulations

    Education

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

    go to method of application »

    Financial Adviser (Umhlanga)

    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 »

    Financial Adviser (Chatterton Road Private Bank)

    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 »

    Financial Adviser (Ballito)

    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)

    Method of Application

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