Current Opportunities at Absa Group Limited (Absa)

Job Summary

• To provide a solution orientated sales and service to customers in Short-term Insurance risk and give advice. To provide solutions for the client's short-term insurance needs in both Commercial and Personal Lines. To service customers on request and regularly reviewing the client's portfolio in order to build a sustainable client base.

Job Description

• Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents). Telephonically meet sales and/or growth targets. Personal Development: Manage own broker 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

Minimum Qualification

• NQF5 in Short-term Insurance
• RE5

Minimum Experience

• 3 years’ experience in Commercial Insurance sales

Education

• Further Education and Training Certificate (FETC): Insurance and Risk Management (Required)

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Job Summary

• To deliver customer support services to enhance the customer experience through the execution of predefined objectives as per agreed standard operating procedures (SOPs). Selecting this role has a compensation & benefit impact in Seychelles. Please contact Reward for details.

Job Description

• Customer Service: Respond efficiently, accurately and courteously to all customer service matters, complaints, requests | Support the development and maintenance of processes in Customer Services Centre: Adhere to all processes in the CMP Customer Services centre and identify opportunities to improve Client Servicing processes | Monitor and control risk associated with the Customer: Ensure that all activities performed in providing Customer Services comply in all respects with Absa's risk and compliance policies and procedures as well as legal and regulatory requirements | Stakeholder Management: Establish and maintain good professional relationships with relevant stakeholders so as to remain abreast of their needs and issues and respond rapidly and effectively | Self-development: Owning and being proactive about own training and development | : | : | :

Education

• Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)

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Job Summary

• Plays a critical role in managing and resolving customer complaints related to fraud. This position involves investigating and addressing customer dissatisfaction regarding fraudulent activities, ensuring that all complaints are handled efficiently and empathetically. 
• Works closely with internal teams, such as Fraud Investigations and Customer Service, to ensure the resolution process aligns with organizational standards and regulatory requirements, while maintaining a strong focus on the customer experience.
• Assist in process improvement, analysis and business process management functions – either as a standalone project or as part of wider programmes of change

Job Description

• Investigation and Case Management: Manage and investigate fraud-related complaints by gathering information, analyzing evidence, and liaising with various departments to ensure a thorough and effective resolution.
• Resolution and Complaints Management: Work to ensure that the customer's concerns are addressed in accordance with organizational policies, legal guidelines, and regulatory frameworks.
• Escalation Handling: Manage escalated fraud complaints, ensuring that high-priority or complex cases are addressed promptly and effectively. Provide additional support and investigation where necessary, ensuring that customers feel heard and their concerns are resolved satisfactorily.
• Collaboration with Internal Teams: Work closely with other internal teams, such as Fraud Investigations, Risk Management, Legal, and Compliance, to gather the necessary information for complaint resolution. Ensure that all relevant parties are aligned in the handling of fraud complaints.
• Reporting and Documentation: Maintain accurate records of complaints, resolutions, and outcomes in line with internal policies and regulatory requirements. Prepare reports on trends in fraud complaints and escalate recurring issues to management for further action.
• Customer Education and Preventative Support: Provide customers with advice and guidance on how to protect themselves from fraud in the future. This may include explaining preventative measures, suggesting account monitoring tools, and addressing any concerns regarding security.
• Continuous Improvement: Participate in the ongoing development and enhancement of fraud-related complaint resolution processes. Identify areas for improvement in both customer experience and operational efficiency, and work with the team to implement best practices.

Preferred Education & Preferred Experience

• Relevant degree (NQF Level 7) or equivalent.
• 3-5 years retail banking experience.
• Fraud technical experience (Advantageous) 

Education

• Bachelor`s Degrees and Advanced Diplomas: Law, Military Science and Security (Required)

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Job Summary

• To process bank teller transactions accurately and timeously through the execution of predefined objectives, ensuring that customers are assisted promptly and in a friendly manner.. Selecting this role has a compensation & benefit impact in Kenya, TZ (NBC), Mozambique. Please contact Reward for details.

Job Description

• Execute cash & related transactions: Throughout each day, balance, control and manage the cash float by checking the amount of cash at the teller station and requesting the restocking or repatriation of cash when prescribed cash limits are reached Dispense and receive physical cash, cheques, travellers cheques, drafts and other financial instruments over the counter to walk in customers Process and encash cheques presented by customers for deposit or pay-out after checking identification, account details and other prescribed controls.
• Be vigilant for fraudulent or suspicious activities and report all concerns to the team leader or branch manager before processing the transaction or dispensing the cash Adherence to policies especially when handling with cheques, notes, ID’s, etc, under the 2 ID Buddy to prevent fraud.
• Refer any transactions in excess of teller mandate limits to a mandated official and / or line manager for authorisation
• Capture all transactions on the Bank system and ensure that all transactions are properly authorised before finalising the processing
• Carefully count all cash received or dispensed to ensure that errors are avoided by making use of the applicable cash counting equipment in your branch
• Reconcile own cash at the beginning and end of each day as well as when cash is restocked during the day.
• Prepare reconciliation reports for audit and management review purposes Ensure that journals are processed to recover charges for manual transactions processed for customers
• Ensure adherence to the SARB minimum requirements |
• Customer Service: Provide advice to customers on the cash and other transactions processes to ensure the smooth flow of transactions
• Exhaust all attempts to resolve customer enquiries before escalating to other departments or the line manager
• Provide Regular feedback to customers on the progress of their enquiries Explain the Bank’s procedures, security requirements (such as ID requirements when transacting) as well as service offerings available to customers
• Rep0rt customer complaints on the Bank’s Customer Care process (CCP) to facilitate feedback to improve service to customers Guide customers on how to correctly complete transaction documentation such as deposits, withdrawals, cheque requisition slips to ensure accuracy and completeness of these documents
• Ensure accuracy and efficiency when engaging with the customer. Ensure friendly, focussed customer interaction at all times
• Portray a professional image and ensure that personal appearance conforms to Absa Corporate Image standards Ensure adherence to the Corporate Wear policy Maintain a neat and tidy workstation at all times Pro-actively arrange your workspace to ensure sufficient stationary is in place prior to the branch opening.
• Regularly read the pricing documents relating to Teller transactions to assist clients with better solutions for their transactions and also benefit at the end of the day Adhere to the policy and procedure on the issuing of pins and statements in order to solution the customer at point of contact.
• Ensure migration of clients with CW transactions less than R4000 and CD of less than R8000 to Digital & Self-help channels and provide the necessary assistance. Maintain speed and agility at all times when assisting clients in order to minimise shortages and surpluses.
• Market products by giving out booklets or pamphlets to customers drawing large amounts of money and educate them of alternative ways on transacting. Educate customers on the use of the Internet Kiosk. |
• Identifying sales leads: Identify and action sales leads (teller prompts) and cross selling opportunities 

Education

• Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)

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Job Summary

• In this role you will be responsible for delivering and administering all procedures pertaining to the processing of Trade Finance related products and services as received from Trade Middle Office post fit for processing checks and within required SLAs. This includes but is not limited to Letters of Credit, Documentary Collections, BGIs (Bonds, Guarantees and Indemnities), Open Accounts products e.g. RF, SRF, SF. FI Trade and Trade Loans, Irrevocable Reimbursement Undertakings (IRUs)

Job Description

Your key accountabilities will include;

• Performing transaction processing with a high degree of accuracy and in accordance with policies and procedures.
• Fulfilling all functions relating to reconciliations, settlements, monitoring and reporting requirements.
• Acting as a consultant or releaser for various transactions however would not be able to do and release its own transactions.
• Processing client instructions within agreed Service Level Agreement (SLA)
• Checking that all information received is in accordance with the required standards.
• Validating and obtaining an exchange rate where necessary
• Capturing Excon Rulings as received and in accordance with Central Bank requirements
• Capturing the correct Balance of Payments (BOP) category.
• Ensuring that signatories, indemnities and credit have been authorised
• Providing a high quality of service to all clients within agreed SLAs
• Ensuring high quality of communication to internal and external clients, both verbal and written.
• Ensuring adherence to quality standards to avoid risks to the Bank through effective & efficient management of transactions.
• Drawing Day End listings and action accordingly to ensure that all work received is and actioned on the same day.
• Providing suggestions to the line manager on improvements and solutions based on knowledge of the trade value chain.

Send in your application if you have;

• An applicable Degree or Diploma with 3 to 6 years related experience
• 3 to 5 years in Trade Finance Products
• Preferably with CDCS – Certified Documentary Credit Specialist (For FI and Documentary Trade)

Education

• National Diplomas and Advanced Certificates: Business, Commerce and Management Studies (Required)

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Job Summary

• Optimise the profit and economic value of portfolios of Small Business key account clients requiring low to medium complexity commercial banking requirements by focusing: a) origination efforts to quire new clients; b) cross-sell to existing client base; c) coverage efforts to service clients in accordance to the segment CVP

Job Description

• Relationship Management: Own the primary relationship with the client by being the client’s main contact point for all corporate and investment banking needs. | Client Solutioning: Take overall accountability for service delivery by setting the rules of engagement for the cross functional team, which includes Transactional Banker, Credit Analyst, Segment Support Client Control Team, Client Service Consultant & Product & Sector teams. | Manager Risk Assessment: Take ownership of the portfolio's risk management by ensuring a good understanding of both the Bank's and the clients regulatory and compliance environments | : | : | : | : | :

Education

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

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Job Summary

• Our Absa Corporate and Investment Bank (CIB) Legal team has an exciting role for a Senior Legal Counsel in Transactional Banking. 
• In this role you will contribute to management by identifying and mitigating legal risks across the Transactional Banking business in South Africa and  across the continent. You will be expected to provide accurate, expert and specialized legal advice and be involved in the structuring of transactions in line with the relevant and general banking practices, procedures and regulations. You will also be a key point of contact on a day-to-day basis for the business team, and responsible for providing on the go pro-active legal advice, support and risk management. 
• This role is suited to a candidate with a B-degree in Law, Admitted attorney or Advocate as well as five years or more relevant experience as an in-house legal counsel in a financial institution, other corporate, in a reputable law firm or at the Bar.

Job Description

Accountability:  Legal Risk Management %

• Actively raise the profile of the legal function and improve on Legal Key Risks.
• Manage and create awareness by embedding legal policies and control requirements in all areas of the business.
• Provide appropriate challenge and equally be robust in the face of challenges
• Build strong risk partnerships with colleagues in other functions (especially key control areas).
• Manage, evaluate, and prioritize tasks in accordance with business needs.
• Communicate and distil legal concepts to the business function, ensuring that lessons learned are communicated both within and outside the legal fraternity.
• Ensure effective and appropriate verbal and written communication of the legal policies to internal clients.
• Proactive monitoring of compliance of the legal risk control framework.
• Immediately report any breach of the legal risk control framework to the head of his/her department.
• Immediately record legal risks on the legal risk reporting forms in an accurate manner and provide it to the head of the department.
• Act on legal risks notified in the legal risk reports, by raising it with the business stakeholders and addressing it as far as possible in whatever way and means required to sufficiently mitigate risk.
• Have knowledge of new regulatory requirements and provide comments to draft bills, regulatory documents and regulations issued by any governmental department and/or regulatory body.
• Provide highly specialised legal advice and support to the dedicated area of support.

Accountability:  Commercial

• Demonstrate strong analytical skills and solve complex problems creatively and effectively
• Drives good cost control behaviour, especially around external spend and consistently delivers against a broad range of competing target
• Manage external counsel and represent Absa on relevant industry forums and professional bodies where required
• Add value in commercial as well as technical discussions, and provide training that is beneficial / informative to internal clients 

Accountability: Leadership

• Demonstrates strong relationship management skills with clients
• Plan and manage projects and matters through to completion, including resourcing
• Contribute to the development and implementation of team objectives and strategy and provide high quality support to the business as required by interacting with different legal and business stakeholders.
• Work independently with minimal supervision and demonstrate the ability to supervise where appropriate.

Accountability: Technical Skills

• Assist in structuring, negotiating & drafting legal agreements and documentation relating to standard agreements, transactions, and new products.
• Help to develop working structures and best practice guides for use within business.
• Address all probable risks by seeing to it that they are sufficiently addressed in legal agreements drafted.
• Consider, comment, negotiate and give advice on documents/ agreements for the business.
• Give legal advice on transactions or deals to be done, or transactions that have been concluded.
• Provide advice on legality, the lawfulness and enforceability of agreements and documents.
• Take principal responsibility for drafting and periodically reviewing standard terms or template documentation, to deal with legal risk trends and opportunities to prevent recurrence and to improve business performance and recoveries

Education and Experience Required

• Law degree: B Proc or LLB
• Admitted attorney or advocate in RSA or another similar jurisdiction
• Preferred: Transactional banking and Commercial law experience

Knowledge & Skills: 

• Banking and finance experience would be of benefit.
• Relevant experience (at least 6 years) as an in-house legal counsel in a financial institution, other corporate, in a reputable law firm or at the Bar.
• General knowledge of bank regulations required.

Education

• Bachelor Honours Degree: Law, Military Science and Security (Required)

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Job Summary

• To develop tactical strategy and delivery plans, formulate associated practice/s and to ensure operational implementation and adaption i.t.o. operations management methodology, governance and delivery objectives.

Job Description

• Functional management: Set and execute the tactical strategy, plan the resource requirements for the business area, negotiate and secure its allocation and ensure delivery based on the agreed business targets | Operational Excellence: Oversee the design, implementation, maintenance and continuous improvement of operational activities | Change and programme management: Ensure the implementation of change programmes aimed at driving business strategy and improving operational efficiency | Business Risk and Compliance Management: Ensure the implementation of, and conformance to, Group Risk and Compliance requirements within the operating environment, in line with set risk appetite | Stakeholder Management: Actively promote and manage the collaborative engagement of internal and external stakeholders, including suppliers, clients, service providers, business partners and other Absa entities | People Management: Coach, mentor and manage team members toward driving business objectives and ensuring colleague development | Governance: Ensure the fulfilment of all required governance activities, including tracking and reporting | :

Education

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

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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)

Education

• Bachelor`s Degrees and Advanced Diplomas: Accounting, National Senior Certificate/ Matric (Grade 12)

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Job Summary

• To provide defined fiduciary end-to-end advisory services on all aspects of estate planning, wealth management, formation and administration of domestic and cross-border trusts and companies and dedicated planning for any complex, local and cross-border assets to clients in Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels as per Absa’s Non-Banking Financial Services Advice and Fulfillment strategy pertaining to Fiduciary Services and Products. Training to Bankers and Financial Advisers in order for them to identify opportunities to deliver the total Client Value Proposition to their clients.

Job Description

Advisory Services:

• Assist in providing identified Advisory services to High Net Worth clients of the Group and Bankers/Financial Advisers on fiduciary matters that fall within the ambit of the Financial Planning Institute (FPI) and the Fiduciary Institute of South Africa (FISA), with specific reference to Estate, Retirement and Insurance Planning.
• Assist in providing support in the usage of Wealth Planning techniques and structuring vehicles.
• Assist in drafting Estate Planning and Business Assurance proposals.
• Consult directly with the Bankers/Financial Adviser who liaises with clients.
• Provide support in the drafting of Wills and Trusts. Alternatively ensure that Wills and Trusts drafted by Absa Trust are according to the client’s needs and instructions given to Absa Trust.
• Provide specialised Advisory services to High Net-Worth Clients of the Group and Bankers\Financial Advisers or other stakeholders on Legal, tax and other complex financial planning matters that fall within the ambit of the FPI and FISA.
• Provide technical training in the specialised area of Wealth Planning techniques/skills to the Bankers.
• Support technical interpretation and usage of Wealth Planning structuring vehicles.
• Estate Planning Proposals, Trust Audit, and or Ownership Structure Proposals.
• To consult directly with clients and related Private Banker/Financial Advisers.
• As part of a national multi-disciplined Centre of Excellence, to assist other Specialists with experience and knowledge, as well as peer-reviewing any written advice to clients.
• To provide Regional Management with high-level knowledge of technical financial planning and estate planning aspects.
• To provide expert inputs as required in strategic projects/initiatives, forming a key part of the wealth planning intellectual capital in Absa Trust.

Stakeholder Management:

• Build strong relationships with both global and local internal and external stakeholders.
• Effectively communicate developments within areas of activity to all relevant stakeholders.
• Ensure impeccable and timeous service levels.
• Liaise with various Business Unit Heads within Absa Group.
• To liaise with Absa Trust Legal and Compliance to ensure alignment within Absa Trust in the areas of technical legal and compliance matters.
• To liaise with Absa Group specialists (i.e., Absa Group Tax, Absa Group Legal, Absa Trust, BPB&T, Wealth Advisory, etc.) to ensure alignment within Absa Group regarding all relevant technical matters.
• To liaise with our international partners in providing their offshore offering to High Net-Worth Clients.

Revenue Generation:

• Manage the commercial profitability of the Legal and Advisory Specialist team to ensure accomplishment of set revenue targets.

New and Revised Wills Target:

• Ensure the quality inflow of new segmented business from distribution channels (Private Bank and Business Bank by monitoring Sales Statistics from the relevant sub-segments.
• Ensure sales targets are met within all targeted distribution channels (Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels), by managing weekly and monthly statistics (i.e., results in conjunction with the management of above segments). Any divergences of the statistics will necessitate action planning with the segments in order to achieve the sales target.
• Send Will Applications directly to the Wills Drafting Office of Absa Trust.
• Review all Will Applications received via other channels (Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels) thoroughly i.e. the application form has been completed in full and that instructions to draft the Will is clear and free of any ambiguity before sending the documents to the Wills Drafting Office for drafting.
• Ensure that a proper Estate Plan is executed for the client by utilising different Estate planning tools such as Trust: Inter Vivos. Living. First Dying, Agencies and corporate structures.

Filing of Signed Wills:

• Maximise the safe custody of all signed Wills by training all Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels in terms of importance of having customers / clients Wills in safe keeping, thus ensuring a further stream of income to Absa Trust.
• Check that all signed Wills lodged for Safe Custody meet with the Legal requirements of the Wills Act by checking the correct execution thereof and the content and structure of the document.
• Coach all delivery channels on the Legal requirements on the execution of Wills by attending and advising in formal training covering legal aspects of Wills – this training is facilitated by Absa Learning and development on an ongoing basis. Thus, ensuring the Absa Group is not any risk for incorrectly executed documents.
• Ensure that the signed Will is filed in the Safe Custody office within the agreed turnaround time (i.e., from drafting to filing), by completing a transmission sheet that encloses all the Wills lodged for Safe Keeping to the Wills Control Centre. Check on a monthly basis the receipt from the Wills Control Centre balances to what has been sent to them.

Trusts (Inter Vivos., Living, First Dying, and Agencies):

• Advise and where applicable, create a Trust either Living or Inter Vivos depending on the needs of the client by completing a Trust application form and by obtaining all relevant Financial Intelligence Centre Act and Client Acceptance Screening Application requirements and the submission thereof to Absa Trust: Trust Division for the drafting of the said document.
• Ensure personal sales targets are met after mutual agreement by management on both Inter Vivos and Living Trusts, by training and coaching Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels on the knowledge of the product and the implication to tax saving and family protection. This will necessitate that correct sales' leads are received from Absa Trust in order to meet with personal sales targets.

Customer Service:

• Deal (telephonically, electronically, written communication, correspondences, and face to face) with clients both internally and externally on a professional basis to ensure that a high standard of customer service is given.
• Resolve customer complaints relating to the Fiduciary Industry (Wills, Trust and Estates) and ensure customer complaints are addressed and that the client is satisfied with the outcome within a period within 24 hours. Contact the client and ensure that the matter has been resolved.
• Build and maintain a relationship with various stakeholders (i.e. Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels) by continuously engaging and ensuring satisfactory client service and good relations.
• Escalate complaints, where complex matters cannot be resolved, relating to the Fiduciary Industry (Wills, Trust and Estates) to the Area Manager: within 24 hours.
• Drive a professional client services culture in the Absa suites / branches, by managing the turnover time of Wills drafted and the quality thereof (i.e., Wills that are forwarded to the Wills Drafting Office till the receipt thereof is within the Service Level Agreement times and that spelling errors within the document are corrected on the same day.)

Compliance:

• Adhere to ABSA compliance requirements and industry related legislations in order to maintain a high standard of service.
• Adhere to business processes and controls practice. non-adherence may lead to disciplinary actions.
• Complete all compulsory compliance and legislation training within the required timeframes as prescribed by Absa Risk.
• Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information Security, Records Management and Money Laundering, Sanctions etc. Non-adherence to Absa's Policy and Procedures may lead to disciplinary action.
• Perform all other duties as reasonably assigned articles for colleague and Advisers.

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
• Postgraduate diploma in Financial Planning

Education

• Bachelor's Degree: Law, Bachelor's Degree: Taxation

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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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Job Summary

• To administer day to day benefits of minor beneficiaries and process financial transactions accurately and timeously through the investment execution of predefined objectives as per agreed standard operating procedures.

Job Description

Accountability:  General Administration of Trusts                                    

• Receive and open new file ensuring that all documents received are in line with the regulatory requirements for a Beneficiary Fund Administration.
• Check and ensure that the information received is captured accurately on the Trust system.
• Ensure that all outstanding core documents and information in terms of the Absa Trust Beneficiary Fund Policy is on the file, and if not, that all attempts are made to collect them.
• Make the first call and prepare the welcome pack to be sent to the client.
• Prepare investment proposal for the capital received in trust on behalf of the beneficiaries on the standard model for approval by the responsible person / committee according to the Policy and Investment policies.
• Give the necessary instructions to the Fund Managers to invest the capital in the different investment portfolios as per approved proposal to ensure the correct placement of Investments for the Trust according to the prescribed Investment Policy
• Draft monthly debit orders for maintenance as approved by the Manager/Investment Committee on the Investment proposal. The decision of the maintenance amount is guided by the needs of the beneficiary and recommendation by the trustees. Hand to Trust Manager for final approval and capturing of the payment on the trust system.
• Facilitate ad-hoc payments, like applications for school fees, clothing etc to clients in the same manner as the monthly allowances. Evaluate the requests by considering the trust capital, termination date of the trust, client's circumstances etc.; as guided in the Trust policies.
• Draft correspondence to the guardian of the beneficiaries per letter, sms or e-mail giving feedback regarding the outcome of application for financial assistance.
• Interact via telephone or in writing to provide information regarding the trusts i.e. payments made, investments, etc
• Organize, sort, process and prioritize daily incoming and outgoing mail, e-mails and telephone enquiries from clients to ensure excellent client service and communication regarding their need for financial assistance from the trust.
• Revise regularly the Trust investment portfolios as per the Investment policy and automated investment reports generated from the Trust system on a monthly basis.
• Attend to all monthly reports which ensure high quality administration of the trusts.
• Ensure liquidity of funds on the different trust accounts by giving instructions timeously to the data capturers in the admin team and the Fund Managers when investments should be realised
• Give instructions to the administration department to take distribution fees and management fees when capital was realised to pay for ad hock, maintenance or when the general management fees were not taken automatically by the trust system due to insufficient funds.
• File correspondence, yearend statements and returned Certificates of Maintenance in the Trust file for record keeping
• Trace Beneficiaries which cannot be allocated or whose contact details have changed on the Trust system and letters to the client's last known address. Request Trust Manager to perform a verification search on the ITC-System, if unsuccessful send an instruction to the Tracing Agents for further action and investigation. These methods are also used to follow up regularly on outstanding contact details, bank details and maintenance payments in respect of clients as and when required.
• Draft termination statements, on receipt of termination documentation completed by the trust beneficiary, in order for the Trust to be terminated as per the Resolution received from the Fund and/or as per auto-generated monthly report printed from the trust system
• Process final payments to clients, when the trust has to be terminated, according to the mandate given by the legislation.
• Prepare final letters according to the trust processes as documented in the Trust policies.
• Ensure proper records are kept as per Trust policy and procedures.  
• All tasks need to be performed in conjunction with the PD objectives.

Accountability:  Client Service                                                                   

• Interact with walk-in and telephone clients on a daily basis to find out what their needs are and assist them
• Attend to requests/queries received per e-mail or mail to find out what the clients need and assist them in obtaining what they expect
• Keep clients informed of processes, procedures and progresses of their Trust Fund so that they can be updated on income earned, investment made, payments and expenses.
• Adhere to client complaints from Trust Customer care and process within stipulated timeline.
• Adhere to the guidelines of the Service Level Agreement to ensure that Absa Trust is not in breach

Accountability:  Investments                                                                    

• Review and manage all the existing investment portfolios of the trusts as per investment policy.  
• Use the prescribed investment model to calculate the optimum investment composition when opening and activating a new trust or reviewing existing trust, on the trust system
• Hand the proposed portfolio to the Trust Manager/Investment Committee for approval according to Absa Trust Policy
• Ensure that the necessary instructions are given to the data capturers in the Admin department and Fund Managers so that the investments are restructured in accordance with the approved proposals
• File investment proposals in the relevant trust file for record keeping purposes

Accountability:  Reports          

• Check and manage all the administration reports which are generated by the Trust system according to the Trust manual on a monthly basis for discrepancies from the norm.
• Indicate on report/s the reasons for discrepancies, sign off the reports and date as per prescribed rules
• Hand over the reports to the Trust Manager on/or before the due date to ensure that
• the administration of each trust is in line with policy.

Accountability: Beneficiary Holding Account and Office Accounts            

• Check the list that is prepared by the Administration Department and follow up on amounts under unallocated funds on a daily basis within the prescribed period.
• Instruct Administration Department to transfer funds to the correct trust account as soon as the service provider confirms with proof of payment that the funds have been deposited so that the trust capital is reflected correctly on the trust system.
• Follow up with Fund if they deposited monies into this account without informing Absa Trust, so that the monies can be allocated to the correct trust account
• Report outstanding allocations to the Trust and Business Development Managers to assist with follow up on the outstanding matters.

Accountability:  Year-End Statements               

• Check capturing by the data capture staff of transactions throughout the year for correctness.
• All Financial year end statements and confirmation of existence forms need to be prepared and distributed to clients as per the beneficiary fund rules and guidelines.
• Upon receipt of the DHA beneficiary deceased status report ensure termination of all payments to guardians/beneficiary.

Education

• Further Education and Training Certificate (FETC): Financial Sciences (Required)Job Summary

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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

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Job Summary

• The Business Analyst is responsible for identifying business needs, analysing and documenting requirements, and recommending solutions that deliver value to stakeholders. This role serves as a liaison between business and technical teams to ensure that solutions align with strategic objectives.

Job Description

• Business Needs Identification: Identify and clarify business problems or opportunities that align with strategic objectives through consultation with stakeholders and analysis of business context.
• Requirements Elicitation and Analysis: Lead the elicitation of complex requirements using a variety of techniques and translate them into clear, structured documentation such as business cases, business requirements, and user stories.
• Solution Assessment and Recommendation: Evaluate potential solution options and recommend the most suitable one based on feasibility, cost, impact, and alignment with business goals.
• Stakeholder Engagement: Collaborate with diverse stakeholder groups, including senior executives, to ensure alignment and shared understanding of requirements and proposed solutions.
• Process and Business Architecture Analysis: Map current and future state business capabilities and processes to identify gaps, inefficiencies, or opportunities in business and technology.
• Requirements Lifecycle Management: Maintain and manage changes to requirements throughout the project lifecycle, ensuring traceability and validation of business needs.
• Strategic Alignment and Impact Assessment: Ensure that business requirements and proposed solutions support the enterprise and business strategy, and assess the impact of change across people, processes, and systems.
• Mentoring and Quality Assurance: Provide guidance to junior analysts and support the continuous improvement of business analysis standards and deliverables as part of our Community of Practice.
• Solution Validation and Benefits Realisation: Work with business and technical teams to confirm that solutions meet the intended business needs and support benefits tracking post-implementation.

Qualifications:

• IIBA, CBA,

Experience:

• Minimum 3-5 years experience

Education

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

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Job Summary

• Deliver day-to-day knowledge work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).

Job Description

• 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)

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Job Summary

• The Chief Operating Officer (COO) is responsible for driving operational efficiency, leading strategic change initiatives, and overseeing the day-to-day operations within the Risk function. This role is pivotal in implementing transformative projects that enhance the bank's risk management capabilities, including technology adoption, process improvement, and cultural change. The COO collaborates closely with all risk functions to ensure alignment with the BU's strategic objectives and fosters a culture of continuous improvement and risk awareness.

Job Description

Accountability: Strategic Change and Transformation Initiatives

• Lead the design and execution of transformative change programs within the Risk function.
• Identify opportunities for innovation and improvement in risk management processes and systems.
• Oversee the implementation of new technologies, including automation, artificial intelligence, and data analytics tools.
• Manage change management efforts to ensure successful adoption of new initiatives across the risk function.

Accountability: Operational Efficiency and Process Improvement

• Analyze existing operational processes to identify inefficiencies and areas for enhancement.
• Implement best practices and standardize processes across the Risk function.
• Monitor operational performance metrics and drive initiatives to improve efficiency and effectiveness.
• Ensure that operational processes are compliant with regulatory requirements and internal policies.

Accountability: Finance Management and Budgeting for the Risk Function

• Oversee financial planning, budgeting, and cost management for the risk department.
• Develop and monitor budgets to ensure optimal allocation of resources.
• Collaborate with finance teams to align risk function budgets with overall organizational financial plans.
• Implement cost-saving initiatives without compromising the quality of risk management.

Accountability: Technology Implementation and Innovation

• Lead the adoption of cutting-edge technologies to enhance risk management capabilities.
• Work closely with IT and data teams to implement risk management systems and tools.
• Ensure that technology initiatives support strategic objectives and improve risk processes.
• Promote the use of data analytics, automation, and AI within the risk function.

Accountability: Business Management and Administration

• Oversee business management activities, including planning, reporting, and governance processes.
• Ensure compliance with organizational policies and regulatory requirements in all administrative matters.
• Manage vendor relationships and oversee procurement processes relevant to the risk function.
• Maintain up-to-date documentation of processes, procedures, and policies.

Accountability: Risk Support Services Coordination

• Manage administrative and operational support services for the risk function.
• Ensure that support functions provide high-quality services to all risk teams.
• Coordinate training and development programs for risk personnel.
• Facilitate effective communication and collaboration among different risk departments.

Accountability: Culture and Change Management

• Champion a positive risk culture that aligns with the bank's values and strategic objectives.
• Collaborate with team to embed a strong risk-aware culture.
• Lead initiatives to promote cultural change and enhance employee engagement within the risk function.
• Foster an environment that encourages innovation, collaboration, and continuous learning.

Education and experience required

• BCom (NQF 8) Degree or equivalent
• 5 years or more experience in a similar role within the financial industry, preferably in banking

Education

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

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Job Summary

• Transform the business to achieve its strategic objectives whilst integrating the core business into the rest of the broader franchise (Retail Bank & Broader) to enable end-to-end customer capability. This includes driving the business to achieve digital transformation by leveraging emerging technologies and external capabilities where relevant (proptech/fintech) positioning the business as a Product Category leader in the industry.

Job Description

Accountability: Strategic Change

• Lead the business programme planning and delivery of strategic initiatives (SI), continuous improvement initiatives (CI) ensuring quick and seamless time to value for the business and Retail Bank.
• Manage the relevant delivery teams to ensure the delivery of the required SI and CI portfolios.
• Plan and ensure optimal and effective management of portfolio governance, reporting structures and leading decision-making frameworks that enable the business to prioritize capabilities and initiatives.
• Ensure that all programmes and initiatives undertaken by the area conform to the Group's change methodology and practices.
• Action and drive a culture of proactive compliance in the function.
• Conduct root cause analysis, design, and implement mitigation plans to ensure Group is prepared for future disruption in production.

Accountability: Change Management:

• Drive People Change Strategy for the business aligning with strategic objectives and ensuring measurable outcomes

Accountability: Digital Transformation:

• In collaboration with business stakeholders, identifying business transformation opportunities, sizing, prioritizing key digital transformation initiatives
• Enable and execute on digital transformation initiatives for the business

Accountability: Business Integration:

• Integrating processes and capabilities enabling frictionless customer journeys and integrated value propositions that enable the broader franchise.

Accountability: Process Re-engineering & Improvement: 

• Executing process-re-engineering and optimisation for the business therefore enabling the business to achieve strategic ambitions, improving business efficiency and productivity.

Accountability: Leading Talent & People Management

• Lead the team to deliver on Business Transformation for the business
• Coach, mentor, and manage team members toward driving business objectives and ensuring colleague development.
• Drive colleague experience and stability and create a culture of continuous improvement, excellence, and collaboration in line with Absa values.

Accountability: Stakeholder Engagement

• Create and maintain strategic relationships with key Partners (Includes FinTech PropTech, Industry bodies, Service Providers, (e.g., consultants), Suppliers, and other key stakeholders and other Absa entities.
• Establish and maintain professional relationships through networking with industry leaders, associations, regulators, and policy makers as well as business partners that are key for the business to achieve its strategic objectives.
• Manage internal and external strategic relationships by facilitating stakeholder feedback, communication interventions, problem solving, dispute resolution

Education:

• Bachelor’s Degree 
• At least 8 years -10 years minimum experience in Senior Role leading Business Transformation or Strategic Change (Industry: Banking or any other industry

Experience:

• Cross-functional and division collaboration demonstrating Enterprise Leadership
• Driving impactful continuous improvement
• Good exposure in technology environment
• Leading strategic change with integration complexity
• Strong Commercialization
• Check & Challenge business cases for business transformation
• Support commercial negotiations with key stakeholders for best commercial outcomes with vendors/suppliers for transformation initiatives
• Understand how business can maximise benefits realization & lead with benefits realization & time to value in collaboration with delivery partners and executives.

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Job Summary

• We are looking for a dynamic CRA Administrator to support the Banker and CRA with managing the client relationship end to end. The CRA Administrator will assist the CRA and the client with KYC onboarding and remediation; product onboarding and other administration functions relating to KYC; Products; Outstanding securities; Credit and the logging of Complaints.

Job Description

• The ideal candidate should have a minimum of NQF5 qualification with 1/2 years’ experience working in a relationship support role (client onboarding/ client service/ similar). 
• As a CRA Administrator your responsibility will be to assist the CRA and Banker to look after the operational aspect of the client relationship. Ideally, we would need the candidate to have good communication skills, understanding of client onboarding process and customer service. 

Accountability: Business Management:

• The CRA administrator will assist the client with KYC onboarding and remediation; product onboarding and other administration functions relating to KYC, Products, Outstanding securities; Credit and Complaints; Product Support and Frontline Specialist.
• Prepare information for and attend client meetings to support client servicing
• Develop and maintain contacts with Support Teams; KYC: Products: TA; Credit and Complaints; Product Support and Frontline Specialist.
• Attend regular meetings held with functional team.

Education and Experience Required:

• B Degree in Commerce or Finance or CAIB or IOB or equivalent NQF level 5/6 
• 1 Years experience in a client facing and/or commercial banking environment
• 1/2 Years’ banking  experience

Knowledge & Skills: 

• Personal and Interpersonal Skills
• Business Skills
• Industry Knowledge on the dynamics of the market place

Education

• National Diplomas and Advanced Certificates: Office Administration (Required)

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Job Summary

• The Finance Business Partner is responsible for acting as the intermediary between business/operations and Finance. 
• The Finance Business Partner is also responsible for leading financial planning activities (RAF/MTP/Outlooks), as well as maintaining the Finance Management Information (MI) to report on the financial and business performance of the BU. 
• Specific Role Purpose: Role will be focused on building financial models using historical data; product related information based on various industry & internal inputs in support of business cases, strategic initiatives, potential new products and partnerships.
• The incumbent will be required to perform financial reconciliations’, analysis, and reporting in an accurate, complete and timely manner; and continuously seeks to improve operations by scaling automated financial processes to doing deep dives and trend analyses, to crafting financial solutions aligned to all appropriate controls, business financial health and growth objectives. The Finance Business Partner equips finance and business leadership with sound financial information to support decision making at all levels. 
• The Finance Business Partner of the business enables achieving the operational objectives of the business by building an agile finance enablement to transform, to bring stewardship, financial integrity & insights to the current state of the business & its future possibilities to deliver on the new operating model and to achieve the business objectives set by Absa.  
• The Finance Business Partner co-creates Finance capabilities required to lead to exponential growth and business effectiveness.
• The incumbent will also oversee treasury activities and maintain the approved funding structure of the business.

Job Description

Commercial Finance Execution Accountabilities 

• Serve as a subject matter expert on financial data integrity, accounting processes, reconciliations’, analysis and reporting for end-to-end Financial Management in business area.
• Develop and sustain knowledge and experience on the end to end processes, including relevant systems within scope of work.
• Responsible for continuous operational excellence and real-time responsiveness of finance to enable business to achieve growth and profitability objectives.
• Prepare for all planning cycles in advance and ensure adequate engagement with the relevant finance and business teams.
• Focus on information-driven performance improvement and formulate data into easy access standardised views.
• Ensure that the CFO and senior managers are appraised of key financial issues that need to be raised with executive leadership to enable integrity and timely management the BU.
• Create unprecedented, seamless customer experiences via finance BU enablement.
• Embrace our distinctive brand aspiration and infuse in business.
• Identify and innovate operating practices to optimize the function. Embrace digital solutions.
• Drive continuous process efficiency, financial rigor and controls. 
• Adopt what’s ‘best for absa’ approach in finance practices.
• Have a holistic eco-system view of business, that is, geography, customer, channel and product in developing information views of business.
• Book of work contribution: Build innovative finance business case financial information, insights and benefits tracking’s’ solutions to continuously inform management decisions.
• Transform and evolve Finance planning, tracking and control processes.
• Know BU financial ambitions and balance sheet aspirations of PSC in performance reporting.
• Contribute to the effectiveness of the core finance processes for PSC Finance (annual planning, forecasting, spend trajectory and reporting).
• Understand and integrate Treasury, Risk, and Finance data from a BU perspective, where appropriate.
• Influence the build of a leading global payments hub, where applicable.
• Maintain stewardship and excellence which drives performance and sustainable growth through preservation of financial integrity.
• Be an active force for good in society through business execution.
• Contribute to BCM & cybersecurity processes relevant to the BU and finance execution.

Financial Reporting Accountabilities

• Build trust in the finance function through the creation of a single source of financial information which is corroborated by related management information sources and alignment to the agreed accounting principles, methodologies, and underlying data are correctly applied.
• Generate innovative easy to comprehend progress reports for leaders on their strategic agenda, short-term and long-term plans and investments, operational success metrics, efficiencies, risks and mitigations.
• Interact with the stakeholders to agree minimum quality standards, as well as an agreed method of communicating and resolving any identified quality deficiencies in the reporting process.
• Own the process of delivery of high-quality information for regular and ad-hoc enhanced reporting to agreed requirements, timelines, and standards.
• Act in line with the correct governance and control frameworks across the Finance team, as well as for proactively addressing any deficiencies and exceptions.
• Develop and implement control procedures as deficiencies or exceptions are identified which support the production of error-free reports. Assess and drive improvement of business accounting practices and policies.
• Take a commercial view on business and provide contextual insights into performance reports.
• Integrate advanced modelling and analysis capability to provide actionable intelligence, beyond data within the function.
• Generate finance narratives and insights driving business; and build pioneering new propositions.
• Ensure appropriate, quality and timeous delivery of accurate financial and non-financial management information to support business objectives and expectations, including appropriate financial and non-financial metrics, valid and insightful comments and packaging the information in a relevant and appropriate manner.
• Deliver reporting reflecting deep commercial, holistic understanding, coherency, clarity, and contextualisation. Tell the story with passion and conviction.
• Provide thought-leadership, insight, influence and challenge on evolving stakeholder information requirements and reporting processes to deliver analytics.
• Align to processes around month-end, year-end and planning cycles across the PSC finance community and BU based on the requirements from Group. Prepare for all cycles in advance and ensure adequate engagement with the relevant finance and BU teams.
• Manage the production of regular, high quality, standardised financial and non-financial reporting and analytics to Business and Finance; and focus on effective collaborative stakeholder hand-offs in the production.

People Investment Accountabilities

• Peer responsibility: Coach, inspire, engage, mentor and develop finance and business savvy leaders.
• Network with finance colleagues across ABSA and create awareness of challenges, opportunities and issues and encourage collaboration
• Focus on Finance skills evolution and remaining relevant.
• Embrace the value of finance partnership in Management Information, Advanced Analytics, business growth opportunities, and partnerships into the core of our business.
• Ensure deep personal understanding of income statement, balance sheet, margin returns, variance analysis, capital and liquidity requirements, revenues, assets, liabilities and capital, expenses, headcount analytics and other key ratios through relevant business engagement.

Role / Person Specification

• Minimum holding of a Post Graduate Degree (NQF level no.8+), CA (SA) or CIMA or MBA qualification preferred.
• 5+ years professional financial management experience (including articles if applicable)
• 2+ years Banking Experience and or Telecommunications desirable

Knowledge and skills:

• Experience in executing finance processes.
• Experience in building financial models and an advanced Excel user
• Experience in financial planning and risk assessment
• Broad Finance including strategic, commercial, legal, risk and operational aspects
• Understanding of the financial services sector within a professional business environment
• Knowledge of building collaborative work environments

Education

• Postgraduate Degrees and Professional Qualifications: Financial Sciences (Required)

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Job Summary

• Proactively work with business unit technical product and service teams (tribes & squads – internally & externally) to enable business continuity & consistent, quality technology service availability and resilience. Ensure the ongoing alignment of people, processes and systems for optimal service performance. This includes partnership of the business across the end-end service management value chain & includes the following key areas of focus: Service Management (Service Mapping, Service Reviews, Service Cataloguing & Updates, Service Performance Monitoring, Service Processes) Reporting & Document Management Change & Release Planning Event & Incident Management Risk, Governance & Compliance

Job Description

Accountability: Service Delivery Management

• Leverage deep technical expertise and cross domain knowledge to accurately map IT services for assigned technology product & service areas This includes mapping & formally documenting & modelling all assets, resources, dependencies, accountabilities & associated risks & costs across the IT infrastructure environment (internally & externally provided).
• Work with a range of stakeholders to define service parameters and standards
• Collaborate with technical teams to effectively document & store service maps & associated service parameters including all architecture & infrastructure models, service standards and parameters, capacity & capability requirements etc.
• Continuously revise & update service catalogues & parameters to reflect ‘current state’ of the area aligned to change & release planning processes for the business area
• Leverage deep technical (technology & ITSM) knowledge & expertise & proactively assess the overall service health of the area (regularly)
• Leverage these regular health assessments to proactively identify & prevent service availability, stability & overall performance risk for assigned products and services
• Facilitate start of day health checks with relevant technical teams including chairing of daily production meetings
• Conduct ongoing service reviews against defined standards and parameters
• Continuously monitor service performance and identify risk (ahead of major events & incidents)
• Consolidate health assessment & specific service review information & translate this into impactful & relevant business insights to guide continuous improvements in technical product and service development (run & change) and associated changes & releases
• Drive service improvement & SLA achievement across the business area (influence stakeholders for optimal service delivery)
• Drive service resilience objectives across the business area & show significant improvements in resilience through effective capability & awareness building within and across technology product & service teams
• Assume one stop shop accountability for the accuracy of all Service Information Management Systems (e.g. Stability and Resilience, etc.)
• Drive the adherence to Service Management processes (Incident (major and standard), problem and change), and produce of the relevant process deliverable (i.e Executive Incident Summary)Work with agile & waterfall teams to assess capacity & capability requirements to deliver optimal service performance & ensure any gaps identified are closed
• Leverage deep technical expertise & cross domain knowledge to contribute to the development of Group ITSM standards and processes
• Leverage deep technical expertise and cross domain knowledge to positively contribute to the definition of SLA’s for the assigned business area

Accountability: Change & Release (Operational Readiness)

• Work collaboratively with operational readiness and technology teams to define / predict potential change & release impact across the business (own services & dependent / interdependent services)
• Coordinate the development of consolidated change & release plans for defined area (no surprises!!)
• Work collaboratively with and embedded as part of agile teams & waterfall project teams to effectively plan changes & releases (all resourcing, timing / scheduling etc., performance metrics & parameters etc.)
• Define service parameters and changes aligned to changes & releases planned and communicate these across dependent / interdependent groups of users

Accountability: Incident Management

• Cascade & embed all incident management processes & practices in the assigned business area
• Work embedded across squads to lead incident & event management resolution
• Ensure all events are appropriately recorded and managed to conclusion (aligned to Group Incident / Event Management Standards and practices)
• Leverage event management insights & translate lessons learnt across all relevant stakeholder groups (no repeat incidents!!)
• Ensure the accuracy of event management data & event status on the CMDB & ensure event management data is relevant, usable & beneficial to the organisation (speak the language of the business)
• Work collaboratively with the Group Resilience teams to positively contribute to the continuous improvement of event management processes and practices
• Promote incident prevention & repeat incident prevention through proactive service reviews, relevant business insights and capability building routines & processes
• Achieve all incident / event management targets and standards (e.g. quality of resolution, time to resolution, cost impact, customer impact etc.)

Accountability: Finance, Risk & Governance

• Understand the service cost relationship and drive continuous service delivery improvement for maximum customer & business impact
• Ensure business area alignment to all Group Technology Standards, Processes & Practices (Engineering & DevOps, Security, Architecture, Infrastructure, Change & Release, DR, all end to end Service Management Activity – SLA, OLA, DR, MIM, etc.)
• Ensure business area compliance to all regulatory requirements
• Execute all risk related activity e.g. audits, compliance & ensure audit compliance & corrective post audit action & resolution across teams & hold one stop shop accountability for all unresolved risk (including prevention)
• Lead reporting & remediation on all non-compliant activity across the a technical product / service area – on time & quality & in alignment with Group & Regulatory standards
• Ensure business alignment to relevant industry standards e.g. ITIL
• Maintain effective MI, knowledge management & document management processes & practices aligned to Group & Regulatory standards and practices

Accountability: People

• Coach & mentor technology & service management teams on various areas of expertise (technical landscape / service management)
• Conduct peer reviews, & problem solving within and across the broader team as required
• Provide technical subject matter expertise and support in the attraction and recruitment of Service Management resources
• Participate as a subject matter expert in the development & development planning of the broader Service Delivery team as required
• Support the people change teams & or Group Service Engineering teams in the design of adoption processes, training material etc.
• Support Group Wide capability building processes

Education

• Bachelor's Degree: Information Technology