Current Vacancies at Absa South Africa

Job Summary

• We are seeking a highly motivated Branch Manager to lead a complex branch and multiple service points within a strategically important market. This is an opportunity to take ownership of a significant business area, lead high-performing teams, drive commercial growth, champion digital innovation, and become a respected leader within your community.
• While traditionally known as a Branch Manager, this role is now referred to as a Channel Manager: Sales and Service within Absa. As a Channel Manager: Sales and Service you will be responsible for delivering sustainable business growth, exceptional customer experience, strong governance, and operational excellence, while developing future leaders and advancing the bank's transformation agenda.
• We are seeking an experienced Channel Manager: Sales and Service to lead a customer-facing sales and service operation, driving business growth, operational excellence, and client-centric outcomes.
• This is an exciting opportunity for a commercially astute leader who thrives in a fast-paced, regulated financial services environment and is passionate about developing people, strengthening client relationships, and achieving outstanding business results.

Job Description

KEY FOCUS AREAS

• Lead nodal operations with accountability for people, process, and performance.
• Drive commercial growth and service excellence across multiple (SSO’s)
• Oversee DHA, MVNO functions, ensuring efficient verification and ID smart card issuing.
• Strengthen compliance and operational integrity in civic services.
• Inspire and empower teams to deliver exceptional customer experiences.
• Expand market presence through oversight of RIB and External sales.
• Harness technology to optimize efficiency and innovation.
• Build resilient, high-performing teams aligned to strategic goals.
• Ensure delivery of all performance targets with commercial focus.
• Champion operational leadership that advances Africa’s service landscape.

ACCOUNTABILITIES: 

Strategic Leadership

• Translate regional and national strategy into branch execution
• Drive transformation, digital adoption, and inclusion initiatives
• Position the branch as a trusted financial partner in the community

Business Performance

• Full Branch P&L accountability (where applicable)
• Deliver growth, profitability, and productivity targets
• Optimise multi-channel and integrated service models

People & Culture

• Lead senior branch leadership and management teams
• Build a leadership pipeline and succession plans
• Foster ethical leadership, engagement, and accountability

Risk, Compliance & Governance

• Overall accountability for branch risk, conduct, and regulatory compliance
• Manage audits, governance forums, and material risk events
• Ensure strong control environments and TCF adherence

External & Internal Stakeholder Management

• Engage key clients, community structures, and external partners
• Act as a brand ambassador for the bank

Customer Experience: 

• Deliver a consistently exceptional in-branch customer experience by proactively welcoming, guiding, and supporting customers
• Promote efficient service, alternative banking channels,
• Upholding Absa’s service standards, image, and brand in a safe, professional, and well‑managed branch environment

Education

• Bachelor`s Degrees and Advanced Diplomas: Banking, Bachelor`s Degrees and Advanced Diplomas: Business Administration

End Date: November 6, 2026

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Job Summary

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

Job Description

• Financial Goals Business Risk Customer Satisfaction Colleague Support

Education

• Further Education and Training Certificate (FETC)

End Date: October 31, 2026 

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Job Summary

• Lead the agile solution design, deployment & ongoing optimization & evolution of enterprise wide technology products and services (full stack engineering & ownership / control) in low complexity environments.

Job Description

Product & Service Direction Setting, Solution Design & Performance Management

• Work with the CIO & business product owners to define the product & technical strategy (Full Stack – End to End)
• Act as the single point of partnership & assume responsibility for managing the senior business interface (product owner) relationship
• Assume one stop shop accountability for the delivery of the product & solutions (risk cannot be outsourced to vendors)
• Apply design thinking practices to deliver architecturally sound technical product & service solutions (and explain / guide / coach others on this architecture holistically and technically)
• Lead & facilitate the design of the product & or service solution blueprints aligned to the organization strategy (Short, Medium & Long Term)
• Collaborate across the tech value chain (CSO, CTO, etc.) to guide the business on the appropriate technical solution (cost to value) & the range of strategic technical choices to be made
• Lead the detailed scoping, prioritisation & integration planning for the design & deployment of products & services with & across multiple stakeholder groups (Front End, Back End & Integration) – (aligned to solution blueprints)
• Meaningfully contribute & ensure solutions align to the design & direction of the Group Architecture standards, principles, preferences & practices. Short term deployment must align to strategic long term delivery.
• Meaningfully contribute & ensure solutions align to the design and direction of the Group Infrastructure standards and practices e.g. OLA’s, IAAS, PAAS, SAAS, Containerisation etc.
• Strategically & operationally monitor the performance of products and services (all applications) – ensuring ongoing optimization & cost to value for our businesses (think bank wide)
• DevOps (with deep knowledge & understanding of context within which we develop architecturally & infrastructurally)
• Leverage the required expert level (own) skill & knowledge in architecture & Infrastructure, design and manage all development & development practices & outputs across squads (apply knowledge on virtualization, containerization, automation, storage & serverless technologies (e.g. AWS, Azure, Google, & on prem-Cloud, etc.)
• Ensure the most optimal design & deployment of technical products and services in the organization (via pipeline – not manually)
• Design & Implement Automation Testing, Continuous Integration & Continuous Delivery Strategies & frameworks across squads for effective solution development & deployment (understand and apply expert knowledge in e.g. Kubernetes, Jenkins, TeamCity, Arifactory, MS Powershell, Collaborative Lifecycle Management (CLM) Tools, APM Tools (e.g. NewRelic & Splunk) etc.
• Ensure solution designs deliver on the key technical principles of: self-service, repeatability, testability, scalability & resilience
• Guide code development practices and processes through an understanding of complex concepts and developmental practices such as threading, parallel processing, asynchronous programming, domain driven design, lambdas etc. & coding language expertise (e.g. Java, C++, Groovy, Python, Bash, Perl, Ruby etc.)
• Guide & ensure the delivery of quality development (code) based on own experience in developing across a range of applications including but not limited to: server side, client side, web (SOAP, REST, JSON), socket based programming, batch & real time, building architectural patterns, security / security domains)
• Effectively manage the DevOps pipeline & associated releases for maximum customer impact & minimum business risk
• Manage the maintenance & optimization of applications, products & services as a ‘way of doing things / culture’ within the development teams. You are fully accountable for the longevity of applications aligned to Group Architectural practices.
• Coach & Mentor senior developers across squads on the technical competencies to effectively deliver on DevOps solutions (see Dev competency model in skills & competencies section). To do this, display proficiency in the Senior level competency requirements.

Delivery Management (where there is a specific product / service you manage)

• With fluency in the deployment of agile methodologies, resource & manage the appropriate number and nature (skill & capability) of squad based teams to execute on both Run & Change elements of delivery
• Work in collaboration with transformation & change teams for effective resourcing and delivery management of various programmes at all levels (SI, BU etc.)
• Ensure agile practices are implemented and sustained for effective delivery to business e.g. RETRO’s etc.
• Positively & proactively manage product owner relationships including building product owner technical capability to enable balanced & best fit decision making
• Proactively engage with & partner CTO, CSO, SE, Risk and broader enablement functions to drive alignment & leading practice in technology design & deployment

People

Set & Cascade Product & Service direction across squads

• Proactively attract, recruit, develop, retain, reward & deploy a diverse resource base aligned to an ever evolving tech environment (ahead of demand)
• Build a high performance team environment through self-directed teams by driving performance management & measurement that is aligned with agile working practices (including daily, weekly, etc. sprint routines, regular & honest feedback etc.)
• Accountable for the right people in the right teams to deliver on our tech strategy (always!)
• Leverage coaching techniques in all squad related activity to drive a higher quality design and deployment of technical products and services

Financial & Vendor Management, Risk & Governance

• Carry the ‘one stop shop’ accountability for all risk associated with technical decision making (from ideation to deployment)
• Manage & Apply the organization risk & governance frameworks
• Ensure decisions on infrastructure & product design are aligned to chapter & guild guidelines & are sustainable for the enterprise
• Proactively involve / engage chapter & guild leads in product design & infrastructure decision making, applying an enterprise wide lens to product & service development
• Manage all vendor selection processes & take full accountability for all related commercial impact
• Negotiate best fit contracts for the organization at an enterprise level and align decision making to our key business principles of scalability, resilience, captivity etc.
• Deliver on time & on budget (always)

Education

• Bachelor's Degree: Information Technology

End Date: November 5, 2026

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Job Summary

• Design automation testing plans and develop automation test scripts for multiple technical products / services (pre, during & post deployment) in both ‘Run & Change’ contexts and align to chosen application testing frameworks & guidelines.
• Testing may apply to all or a combination of the following front-end, back-end, integration, performance, scalability and regression testing of solutions. This entails full responsibility for ensuring products are protected through quantifiable test coverage & metrics.

Job Description

QA Engineering

• Proactively contribute & participate in the full solution development lifecycle as a member of a squad / multiple squads as an QA automation specialist engineer
• Actively participate in daily Scrum and project planning meetings.
• Participate and analyze test automation requirements during the requirements analysis phase of technical product & service development, maintenance & optimization (across tribes & squads) – using design specifications and technical documentation (e.g. Business Briefs, User Stories, Architecture & Integration documentation)
• Prepare QA & Automation testing documentation (planning, design, execution and sustainability)

Develop automation test plans

• Develop and execute automated test scripts using various technologies (automated scripts, test harnesses, SQL scripts etc.)
• Perform various types of automation testing (regression, integration, black box, scalability)
• Evaluate automated test cases and analyse & report results

Facilitate test plan / case reviews within squads

• Work with product engineers to evaluate software / solution quality & provide recommendations for improvement / enhancement
• Contribute to the design and selection of testing frameworks for business applications
• Deliver all automation & technical testing deliverables on time (always)
• Provide the required project / scrum related information / feedback on deliverables (e.g. progress, tracking, quality etc.)
• Conduct performance monitoring on applications / components of applications for which you’ve designed and executed test scripts / plans
• Produce quality and testing outcome metrics and reports

DevOps

• Follow engineering best practices and continuously improve on engineering knowledge to successfully shift our QA capability forward
• Leverage coding language understanding & expertise to deploy testing requirements for specific products / services
• Understand the full technical solution that is being tested – show interest and capability to run the technical solution & the ability to test the viability of the code being developed
• Shift from testing features to supporting & being accountable for full product delivery

Risk & Governance

• Ensure compliance with technical risk and governance requirements
• Ensure work is compliant with automation testing frameworks and standards
• Proactively identify and communicate risks ahead of need
• Participate in Business Continuity, Disaster Recovery, Incident Management processes as required and implement mitigating actions

People

• Participate in peer reviews & continuously develop automation testing awareness & capability across squads

Education

• Bachelor's Degree: Information Technology

End Date: November 5, 2026

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Job Summary

• Work as part of a DevOps team, leverage specialist analysis & testing tools, frameworks, techniques and practices to elicit, define and organize business requirements.
• Translate & document business requirements into user stories  & specifications (Full Stack, Cross System) detailing integration points, business & associated risk / opportunities to be realised.
• And following this analysis, work collaboratively within squads during design & delivery activity including assuming responsibility for manual application testing processes, frameworks & outcomes

Job Description

Analysis (including Business Case)

• Proactively build relationships, apply analytical techniques to elicit and validate business (product & service) needs ahead of demand
• Implement routines to get to know / become an expert in various business processes (e.g. spend time in business & with users)
• Translate elicited needs and knowledge acquired into user story format that is immediately usable for DevOps teams (right languaging, format for building & testing)
• Prepare and prioritise the backlog of requirements for the user stories linked to the proposed solutions
• Work collaboratively with Tribe Leads (Technical Product / Service Owners) to build a roadmap & vision for the products and services (including detailed analysis requirements & solution scope)
• Define measures of success & key outcomes for various solutions / changes including detailed acceptance criteria for all features
• Define testing requirements (pass or fail test cases)
• Support the development of detailed business cases (including defining solution characteristics, effort estimations etc.)

Solution Design (within DevOps Context)

• Translate business requirements into detailed systems requirements. Detailed system requirements must include all capabilities, interfaces and functionalities within and across technologies.
• Build detailed user stories to be leveraged for system requirements design (modular)
• Leverage business analysis & modeling tools and apply notation standards such as UML/BPMN to diagrammatically/visually document: business requirements, business processes, system processes & integration .
• Facilitate processes to ensure integrated requirements are socialized, understood & approved across the broad range of stakeholders to be impacted (this includes various processes e.g. risk / governance forums, change council, scrum meetings / DevOps team capability building, solution design sessions etc.)
• Understand & leverage knowledge on the organisations technical landscape, environment and broader architecture to define integration points across tech stacks for various requirements
• Work collaboratively with project / program teams, squads, scrum masters and engineers to define backlog, release & DevOps / project planning implications of the requirements development & roadmap (what should happen when)
• Continuously improve system requirements mapping (e.g. leverage input from questions asked etc. to consistently improve the quality of the requirements analysis for easier interpretation by the development teams)
• Work as part of the embedded DevOps team throughout the design process to review solution design (features and functionality)
• Facilitate resolution during development & testing phases for any change requirements

Solution Delivery & Testing (manual)

• Define the manual testing strategy & test cases for various solutions (where it makes sense to do so)
• Define & validate quality & testing parameters (+/-) & plans for the solution (socialize & translate these to automation testing teams)
• Develop manual testing frameworks and patterns for the solution
• Lead the manual testing process for various solutions (e.g. execute test cases, analyse results)
• Provide real time feedback to the DevOps teams on change requirements identified throughout the testing process
• Review & monitor system stability, resilience etc. throughout the testing process (e.g. integration) & in production
• Define & monitor overall backlog planning for effective solution delivery
• Provide Developer & User support during user acceptance testing

People

• Provide coaching & mentoring across the DevOps team as well as to developing analysts across the estate
• Conduct peer reviews & problem solving within and across the broader team

Education

• Bachelor's Degree: Information Technology

End Date: November 5, 2026

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Job Summary

• The South Africa Bank Treasurer is accountable for the strategic stewardship of the South African banking entity balance sheet. The role integrates liquidity, funding, capital, HQLA portfolio management, banking book interest rate risk and ALM earnings management to support resilience, regulatory compliance and sustainable risk-adjusted returns.
• The role is the budget owner for both the ZAR and USD ALM positions and is responsible for actively steering those positions within approved risk appetite, limits, mandates and governance.
• The role provides senior Treasury leadership to South African businesses and acts as a key interface with Finance, Risk, business leadership, executive management, regulators and relevant industry forums. The role reports into the Group Treasurer.

Job DescriptionKey accountabilities

• The role oversees major procurement initiatives and drives the development and execution of commercial solutions that deliver significant value for the Group, ensuring alignment with service category and supplier strategies.

Accountability:  Asset Liability Management & Overall Banking Book Interest Rate Risk

• Own the ZAR and USD ALM budgets and performance.
• Steer structural interest rate and liquidity positions within approved limits.
• Optimise net interest income, margin and economic value across the banking book.
• Oversee IRRBB, including repricing, basis and optionality risks.
• Use forecasts, scenarios and stress tests to guide positioning and corrective action.
• Advise ALCO on balance sheet strategy, risk-reward trade-offs and management actions.
• Assess the capital, liquidity and earnings impact of business plans and transactions.

Accountability:  Liquidity & Funding Oversight and Managing the Interaction with the Global Markets Business

• Advise on the South African liquidity and funding strategy in normal and stressed conditions and consider contingency readiness.
• Steer funding mix, tenor, concentration and cost across local and foreign currencies.
• Set clear mandates and operating boundaries with Global Markets for execution and risk transfer.
• Coordinate funding, hedging and market activity with Global Markets while retaining Treasury accountability.
• Oversee the Intra-day Liquidity Desk and related controls.

Accountability:  HQLA Portfolio Responsibility

• Own and manage the Bank’s HQLA portfolio within approved mandates and liquidity requirements.
• Set asset allocation, duration, issuer concentration and liquidity positioning.
• Optimise risk-adjusted returns while preserving liquidity, quality and eligibility.
• Oversee portfolio performance, valuation, risk, limits and management information.
• Ensure effective investment governance, execution controls and escalation.

Accountability:   Stakeholder Engagement

• Act as a senior Treasury adviser to South African business and executive leadership.
• Provide concise recommendations to ALCO and relevant governance forums.
• Engage the Prudential Authority, South African Reserve Bank and industry forums.
• Work closely with Finance, Risk, Global Markets, Legal, Tax, Compliance, Operations and Internal Audit.
• Lead and develop a high-performing specialist Treasury team.

Accountability:  Governance & Compliance

• Operate within approved risk appetite, mandates, limits and delegated authorities.
• Maintain current policies, processes, controls and governance frameworks.
• Ensure compliance with prudential, legal, accounting and internal requirements.
• Oversee data quality, valuation, reporting and relevant model dependencies.
• Escalate material risks, limit pressures and control weaknesses promptly.
• Own audit and assurance actions through sustainable closure.

Role/person specification

Preferred Education

• Relevant postgraduate qualification in finance, economics, accounting, quantitative finance or a related discipline.
• CA(SA), CFA or equivalent is advantageous.

Preferred Experience

• Significant senior experience in Bank treasury, ALM, liquidity, funding, capital or balance sheet management.
• Demonstrated accountability for material budgets, risk positions and executive decision support.
• Proven leadership of specialist teams and delivery across complex stakeholder groups.
• Experience engaging regulators, governance committees and senior executives.

Knowledge and Skills

• Deep knowledge of South African interest rate, money market and foreign exchange markets.
• Expertise in HQLA, ALM, liquidity, funding and IRRBB.
• Strong understanding of capital, RWA, transfer pricing and balance sheet economics.
• Strategic judgement, commercial acumen and disciplined risk ownership.
• Clear executive communication, influencing and stakeholder management.
• Strong people leadership, succession planning and control mindset.

Education

• Master's Degree: Business, Commerce and Management Studies

End Date: November 9, 2026 

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Job Description

The Opportunity

• We're looking for a Salesforce Core Lead Designer to shape the end-to-end experience of our Salesforce Client Engagement Platform across Financial Services Cloud, Sales Cloud and Service Cloud.
• This is more than a UX role. You'll be the functional design authority for Core CRM, connecting client and user needs with Salesforce capabilities to create experiences that are simple, intuitive, scalable and Salesforce-native.

Your design philosophy

• Design around the client. Simplify around the user. Standardise around Salesforce. Measure whether it works.
• Client-first: Connect experiences around the client relationship, not organisational silos.
• Human-centred: Design around roles, jobs-to-be-done and end-to-end journeys.
• Salesforce-native: Use standard and declarative capabilities before customisation.
• Reusable by design: Create common patterns that scale across teams and jurisdictions.
• Evidence-led: Improve experiences using adoption data, user feedback and operational insight.

What you'll lead:

• Own the functional and experience design of Sales and Service journeys across Core Salesforce.
• Turn complex banking processes into simple, intuitive Salesforce experiences.
• Establish reusable patterns across Client 360, relationship management, opportunity management, client planning and service.
• Lead and coach Salesforce Feature Analysts, setting the standard for discovery, journey design, Features, User Stories and Acceptance Criteria.
• Challenge unnecessary complexity and customisation while maximising standard Salesforce capability.
• Partner with Architecture, Product Owners, Engineering and business teams to create one coherent experience.
• Use adoption and behavioural insights to continuously simplify and improve delivered capabilities.

What you'll bring:

We're looking for someone who brings together Salesforce expertise, human-centred design and strong functional leadership, including:

• 8 - 10 years relevant experience
• Strong practical knowledge of Financial Services Cloud, Sales Cloud and Service Cloud.
• Human-centred design, Jobs-to-be-Done and journey mapping.
• Salesforce Lightning Experience and Lightning Design System.
• Declarative design, Dynamic Forms and Flow.
• Prototyping and usability testing.
• Client 360 and relationship-management design.
• Reusable design patterns and functional governance.
• Data-driven adoption and experience optimisation.
• Leadership, coaching and cross-functional stakeholder engagement.
• Salesforce Platform User Experience Designer is a defining qualification, supported by strong real-world Salesforce platform experience.

Why this role matters

• We're evolving Salesforce beyond traditional CRM into a connected Client Engagement Platform, bringing together client intelligence, relationships, opportunities, teams, products, marketing and service around the client.
• As Salesforce Core Lead Designer, you'll shape how that experience works and feels at scale.
• One Client. One Connected View. One CIB.

Education

• Bachelor's Degree: Information Technology

End Date: November 2, 2026

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Job Summary

• To provide strategic financial leadership and commercial challenge to the Business Banking Technology & Digital function, ensuring technology expenditure, investments and architecture decisions deliver measurable business value.
• The role will provide end-to-end financial oversight across technology run costs, infrastructure, cloud, applications, software and licensing, technology vendors and strategic change.
• It will translate complex technology decisions into clear financial and commercial insights that enable informed investment, prioritisation and cost optimisation.

Job Description

Key accountabilities

Technology financial management

• Own financial planning, forecasting and performance management for the Technology portfolio.
• Develop transparency of technology costs across applications, platforms, infrastructure, vendors and business services.
• Establish clear views of Run vs Change expenditure and key cost drivers.
• Understand and challenge technology allocations and consumption-based charges.
• Develop Total Cost of Ownership (TCO) and unit-cost perspectives for major technology services.
• Identify structural cost optimisation opportunities rather than relying only on tactical budget reductions.

Strategic technology investment and business cases

• Partner Technology executives on investment prioritisation and portfolio decisions.
• Build and challenge business cases across cloud migration, application modernisation, automation, digital platforms and technology transformation.
• Evaluate NPV, IRR, payback, P&L, cash-flow and balance-sheet implications of investments.
• Monitor benefits realisation against approved investment cases.
• Provide financial challenge on build vs buy, migrate vs retain and invest vs decommission decisions.

Cloud economics and FinOps

• Build sufficient understanding of Azure/AWS economics to challenge cloud consumption and optimisation opportunities.
• Understand consumption-based pricing, tagging and allocation methodologies.
• Partner Technology teams to improve transparency of cloud spend and accountability.
• Identify opportunities to optimise cloud utilisation and reduce inefficient consumption.
• Understand the financial implications of cloud migration and architecture decisions.

Application and technology portfolio economics

• Develop financial views at application/platform/service level, not only cost-centre level.
• Integrate application run costs, infrastructure, licences, vendor expenditure and change investment to determine full economic cost.
• Identify duplicate, underutilised or high-cost applications and platforms.
• Support application rationalisation and decommissioning decisions.
• Translate technology architecture choices into understandable financial consequences.

Technology commercial and vendor management

• Provide financial challenge on technology contracts, software licensing, SaaS, outsourcing and professional services.
• Analyse vendor cost trends and commercial commitments.
• Support contract renewal and commercial negotiation decisions.
• Challenge licence utilisation, demand and unit pricing.
• Assess the long-term TCO implications of major vendor and platform choices.

Technology performance and value management

• Establish a stronger connection between:
• Technology spend → technology performance → customer/business outcome → financial value

Data, analytics and management insight

• Develop decision-quality reporting through Power BI and advanced Excel.
• Analyse large datasets to identify technology cost drivers and optimisation opportunities.
• Create executive dashboards linking financial and technology KPIs.
• Perform scenario, sensitivity and driver-based modelling.
• Translate complex technology financial information into concise Exco-level insights.
• Use data to move Finance from retrospective reporting toward forward-looking commercial insight.

Strategic business partnering

• Act as a credible financial adviser to BB  CIO and Technology leadership.
• Constructively challenge technology investment, architecture and sourcing decisions.
• Translate technical discussions into financial and commercial implications.
• Influence decisions through fact-based analysis rather than financial control alone.
• Connect Technology priorities to BB strategy, customer outcomes, productivity and financial objectives.
• Critical skills and experience
• Finance and commercial

Essential

• Technology financial management
• FP&A, budgeting and forecasting
• Business-case development
• Investment appraisal
• TCO modelling
• Cost allocation and driver-based costing
• Benefits realisation
• Capex/Opex and capitalisation understanding
• Commercial/vendor analysis
• Advanced financial modelling

Technology

• Essential / strongly preferred
• Technology Business Management (TBM) concepts
• FinOps / cloud economics
• Application economics
• Technology cost-allocation methodologies
• Software and licensing economics
• Technology vendor management
• Understanding of infrastructure and cloud services
• Technology change/investment lifecycle
• Working knowledge
• APIs and integration
• SaaS
• Databases and compute
• Cloud vs on-premise architecture
• Cybersecurity and resilience
• Digital platforms
• AI and automation economics
• Application rationalisation and technical debt

Education

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

End Date: November 6, 2026 

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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. 

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
• Report 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. Explain the campaign details, during sales campaigns in brief and direct to clients to Sales Consultants for further information Effectively use of sales tools (e.g. teller prompts) in order to ensure the provision of leads to contribute to Branch Sales Take responsibility of own sales targets and assist daily by providing client solutioning according to their product needs Capture all other leads on SMD once agreed by client Follow up all leads with Sales Consultants on SMD to make sure clients are contacted
• Compliance and Risk Management: Open & close the branch safe according to the Bank’s procedures, including physically securing the safe according to required procedures
• Conduct cash counts and visual checks as assigned by the line manager from time to time Ensure that all transaction records are kept and / or mailed in accordance with Bank procedures Keep transactions records available for control purposes Before processing transactions, verify that all information is accurate and complete in accordance with the Bank’s procedure.
• Refer any concerns to the line manager for follow up and decision making on whether to proceed Follow cash management procedures and limits as prescribed Familiarise with content of all communication, i.e. circulars, bulletins, risk day agenda’s and alerts, etc. Adhere to prescribed control measures to prevent fraud, losses and shortages
• Report suspicious transactions as per Money Laundering control frameworks Complete and maintain applicable registers (Teller and Key registers). Adhere to safety and security procedures and follow prescribed instructions in event of robbery Cubicles, teller drawers and workstations to be kept locked when leaving workstation Follow off-line procedures and comply with all regulatory and compliance requirements
• Manage security items i.e. Cash, Teller stamps, Safe keys, combinations and FBSS cards in line with policies and procedures
• Up skill your knowledge regularly with policies and procedures regarding your daily teller duties, cheques, Fraud, Foreign Exchange, this will help you also to prevent fraud
• Ensure up-skilling on fault reporting and testing processes & procedures of Equipment used at teller environment i.e. note & coin counters, TCR Machines, etc. Adhere to end of day procedures (ABSA 3368) Adhere to Branch Paper mandate when processing and / or authorising transactions, ensure processing within correct limits & mandates

Education

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

End Date: November 4, 2026

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Job Summary

• Provide engineering capability for the CIB Front Arena platform.
• The role requires a hands-on engineer who can take ownership of complex Front Arena development and technical problem solving across the full delivery lifecycle, from understanding a business problem and designing the solution through to development, testing, implementation and production support.
• The successful candidate must have strong development experience within Front Arena, combined with Python engineering skills and an understanding of Corporate and Investment Banking.
• The role will work closely with business stakeholders and product teams to ensure the Front Arena platform continues to meet evolving Global Markets requirements.

Job Description

Key Responsibilities:

Front Arena Engineering

• Design, develop, enhance and support solutions within Front Arena.
• Develop and maintain Front Arena core scripts, including components such as FValidation.
• Develop solutions using Python, ACM/AEL, ADFL, ATS, ADS, AMBA/AMB and relevant Front Arena APIs.
• Troubleshoot complex business-raised production issues across batch and process functionality, perform root-cause analysis, and implement sustainable fixes.
• Participate in Front Arena upgrades and migrations (e.g. Cloud).
• Ensure Front Arena solutions are performant, maintainable and aligned with platform standards.

Solution Design and Technical Ownership

• Translate business requirements into robust Front Arena technical solutions.
• Provide technical direction for complex enhancements and platform changes.
• Assess whether requirements should be addressed through standard Front Arena capabilities, configuration, scripting, integration or custom development.
• Challenge designs that introduce unnecessary customisation, performance issues or long-term support risk.
• Review technical designs, solution approaches and code before production implementation.
• Own complex problems through to resolution rather than relying on detailed technical direction from others.
• Engage with the Front Arena vendor where product expertise or vendor intervention is required.
• Working with version control, branching, merging, pull requests, and team-based development workflows.

Technical Leadership

• Act as a senior technical authority for Front Arena engineering.
• Review technical designs, solution approaches and code before production implementation.
• Establish and reinforce development standards and engineering practices.
• Mentor engineers with less Front Arena experience.
• Support technical analysis of high-severity incidents.
• Identify systemic problems rather than repeatedly implementing tactical fixes.
• Improve documentation and reduce dependency on individual technical SMEs.
• Work effectively with Product, Business, Support, Infrastructure, Data and other engineering teams.

Critical Skills and Experience required

• 8+ years relevant engineering experience, including 5+ years hands-on Front Arena development and Python experience
• Bachelor's degree in Computer Science, Information Systems, Engineering or a related discipline, or equivalent practical experience.
• Experience supporting Front Arena deployments within cloud-hosted environments (AWS or Azure).
• Advanced: Front Arena APIs / ACM / AEL / ADFL
• Strong: Front Arena core scripts / Production troubleshooting / Solution design / Version control (preferably Git and GitHub) / CI/CD and automated deployment
• Experience supporting Front Arena within Global Markets environments, including exposure to Fixed Income, FX, Derivatives or Treasury products.
• A hands-on engineer first, rather than purely an architect or manager.
• Comfortable taking ownership of ambiguous technical problems.
• Strong at debugging existing Front Arena implementations.
• Able to understand both business context and technical consequences.
• Pragmatic about when to configure, customise, integrate or escalate to the vendor.
• Comfortable working in a production-critical banking environment.
• Able to communicate clearly with both engineers and non-technical stakeholders.
• Comfortable providing technical leadership while continuing to write and review code.

Advantageous Experience

• Power BI and data visualization
• Data analysis and reporting
• AI-assisted development tools and automation
• Microsoft Power Platform

Education

• Bachelor's Degree: Information Technology

End Date: November 5, 2026

go to method of application »

Job Summary

• To deliver efficient, accurate, and professional transactional and service-related customer support within the branch or integrated channel, ensuring a high-quality customer experience while complying with internal controls, regulatory requirements, and operational risk standards. This role does not provide financial advice and operates outside the FAIS Act.

Job Description

Key Focus Areas

• Deliver efficient and professional customer service and resolve queries across all touchpoints.
• Contribute to a professional, welcoming, and service-focused environment.
• Champion digital and self-service adoption including customer education to reduce assisted transactions.
• Perform customer flow, hosting, and queue redirection.
• Operate flexibly across diverse branch formats and customer segments.
• Support lead generation and basic sales activities to contribute to branch growth.
• Uphold compliance, risk management, and governance standards.
• Perform selected DHA and MVNO functions to support branch service delivery.
• Perform service assisted functions on branch devices to ensure functionality, uptime, and customer convenience.
• Uphold brand standards, audit readiness, reconciliation of both cash and operational discipline.
• Perform all cash-related functions with precision and accountability.
• Ensure device functionality and uptime to support customer self-service.

Accountabilities

Customer Service & Transactions

• Execute cash and non-cash transactions accurately (deposits, withdrawals, payments, transfers)
• Resolve routine customer enquiries and service requests
• Assist customers with digital enablement (ATM, App, Online Banking, Self-Service kiosks)
• Manage customer queues and flow to optimise turnaround times

Operational Excellence

• Adhere to cash management, balancing, and control procedures
• Ensure compliance with KYC, FICA, AML, and internal risk policies
• Maintain accurate records and documentation
• Identify and escalate irregularities, fraud risk, or customer complaints

Customer Experience

• Deliver a consistently exceptional in-branch customer experience by proactively welcoming, guiding, and supporting customers
• Promote efficient service, alternative banking channels, and upholding Absa’s service standards, image, and brand in a safe, professional, and well‑managed branch environment.
• Handle basic complaints and escalate complex issues appropriately
• Contribute to branch customer satisfaction and NPS outcomes

Education

• National Diplomas and Advanced Certificates: Business, Commerce and Management Studies, National Senior Certificate/ Matric (Grade 12)

End Date: November 4, 2026 

go to method of application »

Job Summary

• To provide needs-based sales and service across retail banking products, delivering an excellent customer experience while meeting sales targets and complying with the FAIS Act, Treating Customers Fairly (TCF), and risk governance requirements.
• Provide integrated sales and service across internal and light external channels, handling customer needs end‑to‑end with minimal handovers. Manages ongoing customer relationships and portfolio value.

Job Description

Key Focus Areas

• Deliver efficient customer service and resolve queries with minimal handovers.
• Champion digital and self-service adoption to reduce assisted transactions.
• Manage customer flow, hosting, and queue redirection.
• Operate flexibly across diverse branch formats and customer segments.
• Perform simplex sales and generate leads for advisory teams.
• Ensure compliance, risk management, and governance standards.
• Support DHA/MVNO administrative processes in select branches.
• Manage branch devices to ensure functionality, uptime, and customer convenience.
• Contribute to a professional, welcoming, and service-focused environment.
• Uphold brand standards and operational discipline.

Accountabilities

Sales & Advice

• Conduct customer financial needs analyses
• Offer appropriate banking and/or insurance solutions (e.g. lending, transactional, savings, credit, risk products)
• Explain product features, benefits, risks, and costs clearly
• Achieve individual sales and cross-sell targets

FAIS & Compliance

• Operate within FAIS licensing, RE requirements, and supervision (where applicable)
• Maintain up-to-date product knowledge, CPD hours, and regulatory training
• Ensure proper record-keeping and advice documentation
• Apply TCF principles at all times
• Customer Relationship Management
• Build long-term customer relationships
• Proactively manage customer portfolios
• Handle escalated service issues and complaints
• Deliver a consistently exceptional in-branch customer experience by proactively welcoming, guiding, and supporting customers
• Promote efficient service, alternative banking channels,
• Uphold Absa’s service standards, image, and brand in a safe, professional, and well‑managed branch environment.

Operational Excellence

• Ensure accurate capturing of sales, applications, and documentation
• Identify and escalate operational, conduct, and compliance risks

Education

• National Diplomas and Advanced Certificates: Business, Commerce and Management Studies, National Senior Certificate/ Matric (Grade 12)

End Date: November 4, 2026 

go to method of application »

Job Summary

• To deliver efficient, accurate, and professional transactional and service-related customer support within the branch or integrated channel, ensuring a high-quality customer experience while complying with internal controls, regulatory requirements, and operational risk standards. This role does not provide financial advice and operates outside the FAIS Act.

Job Description

Key Focus Areas

• Deliver efficient and professional customer service and resolve queries across all touchpoints.
• Contribute to a professional, welcoming, and service-focused environment.
• Champion digital and self-service adoption including customer education to reduce assisted transactions.
• Perform customer flow, hosting, and queue redirection.
• Operate flexibly across diverse branch formats and customer segments.
• Support lead generation and basic sales activities to contribute to branch growth.
• Uphold compliance, risk management, and governance standards.
• Perform selected DHA and MVNO functions to support branch service delivery.
• Perform service assisted functions on branch devices to ensure functionality, uptime, and customer convenience.
• Uphold brand standards, audit readiness, reconciliation of both cash and operational discipline.
• Perform all cash-related functions with precision and accountability.
• Ensure device functionality and uptime to support customer self-service.

Accountabilities

Customer Service & Transactions

• Execute cash and non-cash transactions accurately (deposits, withdrawals, payments, transfers)
• Resolve routine customer enquiries and service requests
• Assist customers with digital enablement (ATM, App, Online Banking, Self-Service kiosks)
• Manage customer queues and flow to optimise turnaround times

Operational Excellence

• Adhere to cash management, balancing, and control procedures
• Ensure compliance with KYC, FICA, AML, and internal risk policies
• Maintain accurate records and documentation
• Identify and escalate irregularities, fraud risk, or customer complaints

Customer Experience

• Deliver a consistently exceptional in-branch customer experience by proactively welcoming, guiding, and supporting customers
• Promote efficient service, alternative banking channels, and upholding Absa’s service standards, image, and brand in a safe, professional, and well‑managed branch environment.
• Handle basic complaints and escalate complex issues appropriately
• Contribute to branch customer satisfaction and NPS outcomes

Education

• National Diplomas and Advanced Certificates: Business, Commerce and Management Studies, National Senior Certificate/ Matric (Grade 12)

End Date: November 4, 2026 

go to method of application »

Job Summary

• To provide needs-based financial advice, sales, and service to individual retail banking customers, enabling them to meet their personal financial goals while ensuring compliance with FAIS, Treating Customers Fairly (TCF), and bank risk frameworks.

Job Description

Key Responsibilities

• Proactively acquire customers and deliver sales against agreed targets.
• Deliver efficient and professional customer service and resolve queries across all touchpoints.
• Support lead generation and simplex activities to contribute to branch growth.
• Action and conversion of quality leads and campaigns; maintain pipeline hygiene and accurate reporting.
• Execute DHA and MVNO offerings precisely and securely, meeting service levels and audit requirements.
• Champion digital and self-service adoption including customer education to reduce assisted transactions.
• Operate flexibly across diverse branch formats and customer segments.
• Deliver first‑time‑right customer outcomes and uphold service excellence.
• Apply governance, risk and compliance standards (incl. FAIS, AML/CFT, TCF, POPIA) in every interaction.
• Collaborate within the team and contribute to a continuous improvement of performance culture.
• Deliver a consistently exceptional in-branch customer experience by proactively welcoming, guiding, and supporting customers, while promoting efficient service, alternative banking channels, and upholding Absa’s service standards, image, and brand in a safe, professional, and well‑managed branch environment.

​​​​​​​ACCOUNTABILITIES

Customer Advisory & Sales

• Conduct comprehensive personal financial needs analyses
• Provide advice and sell approved retail banking products (transactional accounts, savings, lending, credit, insurance, investments as applicable)
• Explain product features, benefits, risks, and costs clearly
• Achieve individual sales, growth, and cross-sell targets

​​​​​​​Customer Relationship Management

• Build and maintain long-term relationships with assigned customers
• Proactively manage customer portfolios to retain and grow value
• Conduct regular portfolio reviews and engagement follow-ups

​​​​​​​Customer Experience & Service

• Deliver a professional, consistent, and personalised customer experience through welcoming, guiding, and supporting customers, while promoting efficient service, alternative banking channels
• Uphold Absa’s service standards, image, and brand in a safe, professional, and well‑managed branch environment.
• Resolve customer queries and manage escalations effectively
• Support digital adoption and financial education initiatives

​​​​​​​Compliance, Risk & Governance

• Operate in accordance with FAIS, FICA, AML, and internal risk policies
• Maintain accurate advice records, documentation, and disclosures
• Complete regulatory training and CPD requirements
• Identify and escalate conduct or operational risks

Education

• Further Education and Training Certificate (FETC): Banking, Further Education and Training Certificate (FETC): Finance

End Date: November 5, 2026

go to method of application »

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

End Date: November 5, 2026

go to method of application »

Job Summary

• We are seeking a highly motivated Branch Manager to lead a complex branch and multiple service points within a strategically important market. This is an opportunity to take ownership of a significant business area, lead high-performing teams, drive commercial growth, champion digital innovation, and become a respected leader within your community.
• While traditionally known as a Branch Manager, this role is now referred to as a Channel Manager: Sales and Service within Absa. As a Channel Manager: Sales and Service you will be responsible for delivering sustainable business growth, exceptional customer experience, strong governance, and operational excellence, while developing future leaders and advancing the bank's transformation agenda.
• We are seeking an experienced Channel Manager: Sales and Service to lead a customer-facing sales and service operation, driving business growth, operational excellence, and client-centric outcomes. This is an exciting opportunity for a commercially astute leader who thrives in a fast-paced, regulated financial services environment and is passionate about developing people, strengthening client relationships, and achieving outstanding business results.

Job Description

KEY FOCUS AREAS

• Lead nodal operations with accountability for people, process, and performance.
• Drive commercial growth and service excellence across multiple (SSO’s)
• Oversee DHA, MVNO functions, ensuring efficient verification and ID smart card issuing.
• Strengthen compliance and operational integrity in civic services.
• Inspire and empower teams to deliver exceptional customer experiences.
• Expand market presence through oversight of RIB and External sales.
• Harness technology to optimize efficiency and innovation.
• Build resilient, high-performing teams aligned to strategic goals.
• Ensure delivery of all performance targets with commercial focus.
• Champion operational leadership that advances Africa’s service landscape.

ACCOUNTABILITIES: 

Strategic Leadership

• Translate regional and national strategy into branch execution
• Drive transformation, digital adoption, and inclusion initiatives
• Position the branch as a trusted financial partner in the community

Business Performance

• Full Branch P&L accountability (where applicable)
• Deliver growth, profitability, and productivity targets
• Optimise multi-channel and integrated service models

People & Culture

• Lead senior branch leadership and management teams
• Build a leadership pipeline and succession plans
• Foster ethical leadership, engagement, and accountability

Risk, Compliance & Governance

• Overall accountability for branch risk, conduct, and regulatory compliance
• Manage audits, governance forums, and material risk events
• Ensure strong control environments and TCF adherence
• External & Internal Stakeholder Management
• Engage key clients, community structures, and external partners
• Act as a brand ambassador for the bank

Customer Experience: 

• Deliver a consistently exceptional in-branch customer experience by proactively welcoming, guiding, and supporting customers
• Promote efficient service, alternative banking channels,
• Upholding Absa’s service standards, image, and brand in a safe, professional, and well‑managed branch environment

Education

• Bachelor`s Degrees and Advanced Diplomas: Banking, Bachelor`s Degrees and Advanced Diplomas: Business Administration

End Date: November 5, 2026

go to method of application »

Job Summary

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

Job Description

Key Accountabilities:

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

Accountability: Meet sales and/or growth targets

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

Accountability: Manage own commission earnings

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

Accountability: Practice Management

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

Accountability: Personal Development

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

End Date: October 31, 2026 

go to method of application »

Job Summary

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

Job Description

Key Accountabilities:

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

Accountability: Meet sales and/or growth targets

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

Accountability: Manage own commission earnings

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

Accountability: Practice Management

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

Accountability: Personal Development

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

End Date: October 31, 2026 

go to method of application »

Job Summary

• Act as the strategic relationship lead for state-owned enterprises, municipalities, provincial governments, public utilities and sovereign-related institutions by delivering infrastructure, funding and treasury solutions aligned to public sector objectives. Strong understanding of public sector governance, municipal finance and state-owned enterprise funding structures. 
• The Senior Coverage Banker is a senior client-facing role responsible for leading and deepening strategic relationships with key corporate and institutional clients. The role drives revenue growth through origination, structuring, and execution of complex financial solutions across lending, advisory, and capital markets.
• Operating within a sector-led model, the Senior Coverage Banker works closely with Coverage Bankers, Sub-Sector Heads, Country Sector Heads, and Global Sector Heads to execute sector strategies, manage priority client portfolios, and ensure alignment between client needs and the bank’s capabilities. The role combines strategic relationship ownership, deal leadership, sector insight, and internal leadership within a matrixed organisation. 
• The role acts as a recognised sector specialist, providing strategic insight into industry trends, client business models, value chains, regulatory developments and sector-specific financing solutions. Typical transactions will include Municipal financing, Infrastructure financing, utility funding, capital raising and treasury solutions.

This role is suited to a candidate with:

• Post-graduate degree in Business, Finance, Economics or related field. 
• 12–18+ years of experience in corporate/investment banking 
• Proven track record in managing senior client relationships and delivering revenue growth in the Public Sector arena
• Demonstrated experience in leading complex, multi-product transactions 
• Experience within sector-led or matrix coverage models 
• Significant experience covering clients within Public Sector environments, with demonstrated sector expertise in PFMA and MFMA, Municipal finance, public procurement, Sovereign risk, SOE governance and Infrastructure funding

Job Description

Key Deliverables 

• Revenue generation and profitability of client portfolio 
• Growth in wallet share within key clients 
• Deal origination, pipeline strength, and conversion rates 
• Client satisfaction and relationship depth (senior stakeholder/ C-Suite access) 
• Contribution to sector strategy execution 
• Risk management quality and portfolio health 
• Leadership effectiveness and team development 

Strategic Client Relationship Management 

• Own and actively manage relationships with a portfolio of clients within a specific sector or geography (Pan African) 
• Serve as the primary point of contact for clients, ensuring high-quality coverage and service delivery 
• Build deep understanding of client strategy, financial position, and industry dynamics 
• Develop and execute account plans aligned with sector and country strategies 
• Identify opportunities to expand client relationships and increase wallet share 

Revenue Origination & Growth 

• Originate and lead complex, high-value transactions across: Corporate and structured lending 
• Debt and equity capital markets (DCM/ECM) 
• Mergers & acquisitions (M&A) and advisory 
• Integrated banking and treasury solutions     
• Drive cross-sell and integrated solutions across product partners 
• Maintain accountability for revenue delivery, pipeline strength, and conversion rates 
• Identify emerging opportunities based on sector trends and client strategies

Sector Strategy Execution 

• Partner with Global Sector Heads, Country Sector Heads, and Sub-Sector Heads to: Translate sector strategies into client-level execution plans 
• Identify priority clients and strategic opportunities 
• Contribute thought leadership on sector dynamics and market positioning
• Act as a senior voice in sector discussions, bringing client insights and market intelligence 
• Influence product development based on sector-specific needs 
• Maintain deep knowledge of sector economics, competitive dynamics, regulation, key market participants and emerging trends, translating these insights into client opportunities and thought leadership 

Deal Leadership & Execution Oversight 

• Lead end-to-end execution of complex transactions and strategic mandates 
• Coordinate multi-product teams (lending, DCM, ECM, M&A, transaction banking
• Provide direction and oversight to Coverage Bankers and Analysts supporting deal execution 
• Ensure high-quality client deliverables (pitch materials, proposals, transaction documentation) 
• Maintain ultimate accountability for client experience and execution excellence 

Risk & Governance Leadership 

• Ensure all client activities align with risk appetite, credit standards, and regulatory requirements 
• Engage senior risk stakeholders on large or complex exposures 
• Review and approve credit proposals and transaction structures 
• Monitor client portfolios for risk trends and early warning indicators 
• Maintain strong governance and compliance discipline across all activities 

Stakeholder Leadership & Collaboration 

• Lead collaboration across: Coverage teams (Coverage Bankers, Analysts) 

Product partners 

Risk, Legal, Compliance, and Operations 

• Act as a bridge between sector leadership and execution teams 
• Influence senior internal stakeholders to align on strategic priorities and transactions 
• Represent the bank in high-level client and market engagements 

Team Leadership & Coaching 

• Provide mentorship and guidance to Coverage Bankers and junior team members 
• Build capability in financial analysis, client management, and deal execution 
• Foster a high-performance, client-centric culture within the team 
• Support talent development and succession planning within coverage teams 

Education

• Master's Degree, Postgraduate Degrees and Professional Qualifications: Business, Commerce and Management Studies

End Date: November 4, 2026

go to method of application »

Job Summary

Key Requirements:

• Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment
• NQF 5 FSB approved qualification (120 FAIS Credits)
• RE 5 Certification
• Fit and proper for typical license categories
• To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
• To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
• The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs. 
• Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.

Job Description

Key Accountabilities:

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

Accountability: Meet sales and/or growth targets

• Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
• Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
• Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
• Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
• get a comprehensive view of the client's financial needs.
• Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
• Generate and discuss a formal recommendation including product quote(s) for the client.
• On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
• Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
• Submit the proposal forms to the relevant product providers for processing.
• Ensure that the issued policy aligns to the recommended product.
• Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
• Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
• Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
• Accountability: Manage own commission earnings
• Capture the correct Policy Relevant Information (PRI) number on the Commission system.
• On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
• Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
• Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.

Accountability: Practice Management

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

Accountability: Personal Development

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

Education

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

End Date: November 30, 2026

go to method of application »

Job Summary

Key Requirements:

• Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment
• NQF 5 FSB approved qualification (120 FAIS Credits)
• RE 5 Certification
• Fit and proper for typical license categories
• To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
• To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
• The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs. 
• Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.

Job Description

Key Accountabilities:

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

Accountability: Meet sales and/or growth targets

• Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
• Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
• Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
• Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
• get a comprehensive view of the client's financial needs.
• Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
• Generate and discuss a formal recommendation including product quote(s) for the client.
• On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
• Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
• Submit the proposal forms to the relevant product providers for processing.
• Ensure that the issued policy aligns to the recommended product.
• Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
• Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
• Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
• Accountability: Manage own commission earnings
• Capture the correct Policy Relevant Information (PRI) number on the Commission system.
• On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
• Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
• Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.

Accountability: Practice Management

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

Accountability: Personal Development

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

Education

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

End Date: November 30, 2026

go to method of application »

Job Summary

Key Requirements:

• Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment
• NQF 5 FSB approved qualification (120 FAIS Credits)
• RE 5 Certification
• Fit and proper for typical license categories
• To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
• To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
• The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs. 
• Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.

Job Description

Key Accountabilities:

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

Accountability: Meet sales and/or growth targets

• Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
• Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
• Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
• Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
• get a comprehensive view of the client's financial needs.
• Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
• Generate and discuss a formal recommendation including product quote(s) for the client.
• On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
• Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
• Submit the proposal forms to the relevant product providers for processing.
• Ensure that the issued policy aligns to the recommended product.
• Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
• Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
• Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
• Accountability: Manage own commission earnings
• Capture the correct Policy Relevant Information (PRI) number on the Commission system.
• On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
• Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
• Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.

Accountability: Practice Management

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

Accountability: Personal Development

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

Education

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

End Date: November 30, 2026

go to method of application »

Job Summary

Key Requirements:

• Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment
• NQF 5 FSB approved qualification (120 FAIS Credits)
• RE 5 Certification
• Fit and proper for typical license categories
• To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
• To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
• The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs. 
• Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.

Job Description

Key Accountabilities:

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

Accountability: Meet sales and/or growth targets

• Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
• Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
• Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
• Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
• get a comprehensive view of the client's financial needs.
• Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
• Generate and discuss a formal recommendation including product quote(s) for the client.
• On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
• Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
• Submit the proposal forms to the relevant product providers for processing.
• Ensure that the issued policy aligns to the recommended product.
• Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
• Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
• Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
• Accountability: Manage own commission earnings
• Capture the correct Policy Relevant Information (PRI) number on the Commission system.
• On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
• Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
• Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.

Accountability: Practice Management

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

Accountability: Personal Development

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

Education

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

End Date: November 30, 2026

go to method of application »

Job Summary

Key Requirements:

• Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment
• NQF 5 FSB approved qualification (120 FAIS Credits)
• RE 5 Certification
• Fit and proper for typical license categories
• To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
• To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
• The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs. 
• Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.

Job Description

Key Accountabilities:

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

Accountability: Meet sales and/or growth targets

• Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
• Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
• Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
• Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
• get a comprehensive view of the client's financial needs.
• Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
• Generate and discuss a formal recommendation including product quote(s) for the client.
• On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
• Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
• Submit the proposal forms to the relevant product providers for processing.
• Ensure that the issued policy aligns to the recommended product.
• Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
• Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
• Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
• Accountability: Manage own commission earnings
• Capture the correct Policy Relevant Information (PRI) number on the Commission system.
• On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
• Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
• Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.

Accountability: Practice Management

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

Accountability: Personal Development

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

Education

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

End Date: November 30, 2026

go to method of application »

Job Summary

Key Requirements:

• Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment
• NQF 5 FSB approved qualification (120 FAIS Credits)
• RE 5 Certification
• Fit and proper for typical license categories
• To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
• To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
• The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs. 
• Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.

Job Description

Key Accountabilities:

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

Accountability: Meet sales and/or growth targets

• Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
• Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
• Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
• Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
• get a comprehensive view of the client's financial needs.
• Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
• Generate and discuss a formal recommendation including product quote(s) for the client.
• On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
• Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
• Submit the proposal forms to the relevant product providers for processing.
• Ensure that the issued policy aligns to the recommended product.
• Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
• Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
• Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
• Accountability: Manage own commission earnings
• Capture the correct Policy Relevant Information (PRI) number on the Commission system.
• On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
• Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
• Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.

Accountability: Practice Management

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

Accountability: Personal Development

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

Education

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

End Date: November 30, 2026

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Job Summary

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

Job Description

Key Accountabilities:

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

Accountability: Meet sales and/or growth targets

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

Accountability: Manage own commission earnings

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

Accountability: Practice Management

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

Accountability: Personal Development

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

End Date: October 31, 2026