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  • Posted: Dec 9, 2024
    Deadline: Not specified
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  • Absa Group Limited (Absa) has forged a new way of getting things done, driven by bravery and passion, with the readiness to realise the possibilities on our continent and beyond.
    Read more about this company

     

    Private Wealth Banker - Coverage (FAIS) (Worcester)

    Job Summary

    • To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank’s regulatory and compliance frameworks.

    Job Description

    • Accountability: To build customer relationships in the preferred market segments:
    • To own the primary relationship with our clients by being the client’s main contact point and to work collaboratively with specialists (ie financial and estate planners) to ensure that our clients experience the full spectrum of our value proposition.
    • To ensure that you achieve the required contact strategy relevant to your portfolio based on client segmentation of your bespoke portfolio.
    • To build, maintain and execute on client relationship plans to ensure you fully understand your clients’ needs and that we hold the primary relationship with our clients.
    • To secure new business through interaction and engagement with current and prospective clients and leads generation and ensure new clients are fully on boarded.
    • Ensure retention of clients in within acceptable targets and apply remedial actions where appropriate.
    • Consistently achieve customer satisfaction scores as per agreed threshold by ensuring that customers are appropriately serviced in line with our value proposition.
    • To work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio.
    • Accountability: Deepen relationships with our customers through meeting their individual needs and achieving the required income from each portfolio. 
    • Prepare weekly for performance discussions with Area Manager Coverage to review client contact plans, client relationship plans, opportunities, successes and support required.
    • To review and negotiate pricing structures with clients, in line with the Absa Pricing policy to ensure that the portfolio profitability is managed optimally.
    • To effectively cross and up sell the appropriate products to the clients ensuring that all requirements in terms of FAIS (Financial Advisory and Intermediary Services Act), FICA (Financial intelligence Centre Act) and NCA (National Credit Act) are met.
    • Drive Income growth of the Portfolio through the acquisition of new clients
    • Analyse sales achieved against opportunities in portfolios on a monthly basis for new and existing client
    • Complete a monthly analysis of the profitability of the portfolio of clients including the quality of credit and make recommendations to the Area Manager Coverage if actions are required for identified clients.
    • Accountability: Protecting our assets through appropriate levels of Risk and Credit Assessment
    • Co-Manage high risk clients’ accounts in collaboration with Risk stakeholders
    • Ensure transparency and open dialogue between credit and the client by communicating the client’s requirements, by means of properly motivated and well-articulated motivations with the required supporting documents and giving feedback on the banks’ position regarding these requirements.
    • Assist with the development of high quality credit client solutions which are both practical and appropriate (i.e. lending structures) for clients by influencing credit with knowledge on the client’s requirements as well as business and industry related knowledge
    • Coordinate and drive outstanding client reviews and ensure timeous finalisation.
    • Ensure that arrangements with clients are within the credit guidelines and that credit is informed of any special arrangements via utilisation of the prescribed systems.
    • Takes ownership of the portfolios risk management through consistent application the bank’s regulatory and compliance framework.
    • Accountability: Colleague and Personal Development
    • To act as backup for other Private Wealth Bankers in the team in case of absence or during peak times according to the agreed schedule as provided by management.
    • Keep abreast of developments in the industry/sector to ensure adequate client service and to support potential risks and or opportunities.
    • Ensure that Continuous Professional Development (CPD) hours are maintained at all times.
    • Complete the relevant Compliance, Risk and System, Product and role fundamental learning as per the Private Wealth Minimum learning requirements.
    • Attend relevant economic environmental business forums to be able to raise client conversations to a strategic level.
    • Subscribe to relevant segment specific initiatives and apply this knowledge to act on opportunities to maximize revenue and profitability.
    • Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to Absa’s Values and Vision.

    Preferred Education & Experience

    • B-degree in Business, Commerce or Management Studies or equivalent NQF Level 7 qualification
    • Five (5) years’ relevant Private or Wealth or Premium or Private Wealth Virtual Banking experience
    • FAIS Compliance

                                          OR

    • National Diploma / Advanced Certificate in Business, Commerce or Management Studies, or equivalent NQF Level 7 qualification 8 years’ experience in Private or Wealth or Premium or Private Wealth Virtual Banking, of which 4 years must be experience with Non Individuals (Professional Practice) within Private or Business Banking.

    Knowledge and Skills

    • Sales Acquisition and Business Development
    • Customer Relationship Management
    • Financial and wealth solutions and planning knowledge, including deal structuring
    • Relationship Banking Risk management, including credit knowledge around complex structures as well as solutions
    • Financial products knowledge with Superior Communication Skills
    • Data analysis to enable da

    Education

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

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    Lead Product Engineer

    Job Summary

    • Build high-performing, scalable, enterprise-grade applications & build capability in others to do the same. This includes but is not limited to applying critical thinking, design thinking and problem solving skills in an agile team environment to solve complex technical problems (Front End, Back End and Integration) with high quality solutions & leading all phases of the development lifecycle to deliver.

    Job Description

    • DevOps
    • Apply critical thinking, design thinking and problem solving skills in an agile team environment to solve complex technical problems (Front End, Back End and Integration) with high quality solutions
    • Contribute to and in some cases lead all phases of the development lifecycle including e.g. design process
    • Determine operational feasibility of solutions by evaluating analysis, problem definition, business requirements, solution development and proposed solutions
    • Develop high quality software / application design and architecture in a test driven & domain driven / cross domain environment
    • Quickly produce well-organised, optimized, and documented source code to deliver technical solutions
    • Ensure designs & solutions support the technical organisation principles of self-service, repeatability, testability, scalability & resilience
    • Apply general design patterns and paradigms to deliver technical solutions
    • Create & Maintain Sophisticated CI / CD Pipelines (authoring & supporting CI/CD pipelines in Jenkins / Azure Devops or similar tools and deploy to multi-site environments – supporting and managing your applications all the way to production)
    • Use & configure modern observability techniques to provide a deeper understanding of the application. To do this, leverage e.g. aggregated logging via ELK stack, metrics via Prometheus / Grafana / NewRelic and distributed tracing like Zipkin/Jaeger etc.
    • Automate tasks through appropriate tools and scripting e.g. Docker, Ansible, Kubernetes
    • Debug existing source code and polish feature sets.
    • Work with guilds and other technical SME’s to improve and evolve technical products and services
    • Apply unit testing frameworks and perform integration, validation and verification testing (apply knowledge of stubbing tools e.g. wiremock, hoverfly etc.)
    • Apply version control and related concepts and techniques
    • Align all application development & development process to Group Architecture, Security & Infrastructure guidelines
    • Work with project & program teams (when required) to plan & manage the development lifecycle e.g. releases, risk management, testing, integration etc.
    • Conduct reviews, performance monitoring & ongoing optimization and maintenance on applications
    • Stay ahead of the curve on emerging technologies and development practices e.g. scripting languages, containerization etc.
    • Contribute to the design & evolution of Group Architecture, Infrastructure & associated technical standards for the organization
    • People
    • Coach & mentor other engineers
    • Conduct peer reviews, testing, problem solving within and across the broader team
    • Provide technical subject matter expertise and support in the attraction and recruitment of Product Engineers for the organization
    • Participate as a subject matter expert in the development & development planning of the broader product engineering team
    • Support the people change teams in the design of adoption processes (Customer, Employee & 3rd Party Adoption)
    • Risk & Governance
    • Identify technical risks and mitigate these (pre, during & post deployment)
    • Update / Design all application documentation aligned to the organization technical standards and risk / governance frameworks
    • Create business cases & solution specifications for various governance processes (e.g. CTO approvals)
    • Participate in incident management & DR activity – applying critical thinking, problem solving & technical expertise to get to the bottom of major incidents
    • Deliver on time & on budget (always)

    Education

    • Bachelor's Degree: Information Technology

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    Manager: SPM Client Relationship Management

    Job Summary

    • The Manager,  Client Relationship Management, will be responsible for overseeing and managing a team of Client Relationship Managers (CRMs) who provide crucial administrative support to Portfolio Managers (PMs). This role will ensure the efficient and effective delivery of high-quality customer service to high-net-worth clients (HNWI) while managing the execution of operational plans as set by Senior Management. The manager will play a key role in enhancing client satisfaction and operational performance, ensuring compliance with risk management frameworks, and promoting cross-functional collaboration.

    Job Description

    Management & Support - 6 months Fixed Term Contract

    • Lead and supervise a team of Client Relationship Managers (CRMs), ensuring efficient coordination of client-facing administrative tasks and portfolio management support activities.
    • Develop and implement training and development initiatives to ensure team capability and enhance performance.
    • Ensure that team members adhere to operational best practices, company policies, and quality standards in the delivery of client services.
    • Regularly monitor and assess team performance, providing constructive feedback, conducting performance reviews, and implementing continuous improvement initiatives.
    • Stakeholder Management
    • Actively promote and facilitate collaborative engagement with internal and external stakeholders, including but not limited to:
    • Suppliers: Engage with third-party vendors to ensure smooth execution of services and deliverables.
    • Distribution Partners: Manage relationships with key distribution partners, aligning objectives with the company’s portfolio management strategies.
    • Technology Teams: Collaborate with technology teams to enhance tools, platforms, and systems that support client relationship management and portfolio support functions.
    • AIFA & Other  ABSA Entities: Foster relationships and streamline communications with AIFA (Absa Investment Fund Administration) and other ABSA entities to ensure operational efficiency.
    • Client Engagement
    • Drive efforts to ensure exceptional client experiences through tailored communication and proactive issue resolution.
    • Work closely with Portfolio Managers to understand client requirements and provide them with relevant portfolio administration and support services.
    • Ensure timely and accurate responses to client queries, escalations, and concerns while ensuring all client-facing staff maintain high standards of professionalism.
    • Risk and Control
    • Oversee and ensure that all risk and control requirements for portfolios are fully met, maintained, and adhered to, as per regulatory and company standards.
    • Ensure the team operates within a controlled environment, ensuring compliance with risk management frameworks and internal policies.
    • Identify, mitigate, and report risks that could impact portfolio performance, compliance, or client relationships.
    • Actively engage in regular audits, reviews, and updates of risk and control processes to align with evolving regulations and business goals.
    • Business Development
    • Support business development initiatives by identifying opportunities for service improvement, operational efficiencies, and enhancing the client value proposition.
    • Contribute to the development and execution of business strategies aimed at increasing revenue and improving client retention.
    • Assist in the formulation and execution of marketing and promotional strategies related to the portfolio management business.
    • People Management
    • Foster a high-performing culture by effectively managing the team, ensuring high levels of motivation, engagement, and retention.
    • Provide regular coaching and mentorship to Client Relationship Managers, encouraging personal and professional growth.
    • Lead team meetings, performance reviews, and recognition programs to maintain a cohesive, driven team environment.
    • Business Development
    • Support business development initiatives by identifying opportunities for service improvement, operational efficiencies, and enhancing the client value proposition.
    • Contribute to the development and execution of business strategies aimed at increasing revenue and improving client retention.
    • Assist in the formulation and execution of marketing and promotional strategies related to the portfolio management business
    • Key Skills & Competencies:
    • Leadership: Ability to motivate and guide a team, fostering collaboration and accountability.
    • Client-Focused: Strong client engagement skills, with an emphasis on providing exceptional service and maintaining positive client relationships.
    • Stakeholder Management: Ability to manage relationships with both internal and external stakeholders effectively, promoting cross-functional collaboration.
    • Risk & Control Management: In-depth knowledge of risk management processes and experience in implementing controls to meet organizational standards.
    • Communication Skills: Exceptional written and verbal communication abilities, with a focus on clarity, professionalism, and influence.
    • Problem-Solving: Strong analytical and decision-making skills with the ability to resolve complex issues efficiently.
    • Business Acumen: A strong understanding of portfolio management processes, business development, and industry trends

    Qualifications & Experience:

    • Bachelor's degree in Business, Finance, or a related field (preferred).
    • Minimum of 5 years of experience in portfolio management, wealth management, or client relationship management roles, with at least 2 years in a managerial capacity.
    • Experience in managing high-net-worth clients and a strong understanding of the unique requirements of this client segment.
    • Proven experience in managing risk, operational processes, and working within regulatory frameworks.
    • Strong leadership skills with a track record of building and managing high-performing teams

    Additional Information:

    • This is a 6-month contract role with the possibility of extension.
    • Flexible working arrangements may be considered, based on the needs of the business

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    Executive Financial Decision Support

    Job Summary

    • The Senior Cost and Productivity Head will lead the Absa Regional Operations (ARO) cost management and productivity enhancement efforts. This role will focus on identifying and implementing cost-saving opportunities, improving business efficiency, and ensuring accurate cost attribution at product and business levels. Reporting to the ARO CFO, the role demands strategic thinking, analytical excellence, and project management capabilities to drive meaningful financial and operational outcomes.
    • This position represents a unique opportunity for a high-caliber individual to shape the financial and operational efficiency of the ARO business while contributing significantly to its strategic objectives.

    Job Description

    • Cost Management
    • Cost Savings & Execution:
    • Identify cost-saving opportunities across ARO.
    • Oversee the execution of cost-reduction initiatives to ensure delivery against targets.
    • Collaborate with stakeholders to embed a cost-conscious culture.
    • Benchmarking & Insights:
    • Conduct benchmarking exercises to identify areas of over- and under-investment.
    • Provide actionable insights and recommendations to improve financial performance.
    • Cost Planning & Forecasting:
    • Lead the annual cost planning and forecasting processes.
    • Develop robust cost models to support decision-making.
    • Cost Accounting & Analysis:
    • Ensure accurate monthly cost accounting and variance analysis.
    • Deliver insightful cost reports to support business decisions.
    • Productivity Management
    • Productivity Program Oversight:
    • Lead ARO’s productivity program to improve efficiency and profitability.
    • Assess the commercial viability of proposed productivity initiatives.
    •  Tracking & Reporting:
    • Track the execution and commercial realization of approved productivity initiatives.
    • Report regularly on the progress and impact of the program.
    • Budget Allocation:
    • Allocate budgets effectively to maximize efficiency gains.
    • Cost Attribution & Allocation
    • Cost to Do Business:
    • Calculate and report the cost of doing business at a product and transaction level.
    • Identify and measure key cost drivers.
    • Cost Allocation:
    • Develop and implement cost allocation methodologies to distribute costs between business units and to product levels to enable franchise level profitability reporting.
    • Provide insights into the financial impact of cost drivers

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    Specialist: People Change Manager

    Job Summary

    • Manage the people-side of change on a low to medium complex project, by identifying and addressing the human risks involved in implementing the change, enabling impacted stakeholders to ensure adoption, embedment and proficient utilisation of the change/s.

    Job Description

    • Establish people change context:
    • Advocate & create awareness of the Accountable Executive (AE) enablement online Programme to ensure visible and active sponsorship
    • Contribute to the design of Case for Change (C4C)
    • Gather stakeholder information to ensure stakeholder ecosystem mapped and identified
    • Determine anticipated people change impacts to ensure people change risks are addressed 
    • Develop people change plans:
    • Develop people change plans to ensure change adoption and embedment
    • Ensure people change plans and approach align with project plan and approach
    • Develop Accountable Executive (AE) Enablement Plan to ensure visible and active sponsorship
    • Provide the People Change Management (PCM) Dashboard & Tracking approach to contribute to project delivery progress reporting
    • Implement change management plans
    • Implement people change plans to ensure change adoption and embedment
    • Support AE by providing guidelines to ensure visible and active sponsorship
    • Track and report on PCM Plan progress to ensure alignment with the project plan
    • Implement change reinforcement & embedment close-out actions
    • Perform a people change compliance audit to highlight PCM gaps in order to mitigate embedment risks
    • Perform impacted stakeholder satisfaction assessments to determine future PCM improvements
    • Perform a lessons learned retrospective for PCM organisational learning

    Education

    • Bachelor's Degree: Human and Social Studies (Required)

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    API Datapower Platform Engineer

    Job Summary

    • Apply platform engineering expertise, critical thinking, design thinking and problem solving skills in an agile team environment to produce well-organised, optimised and documented source code that successfully delivers platform features & components of the service & solves complex technical problems with high quality solutions.

    Job Description

    • Are you ready to make a difference? 
    • Join an exciting and dynamic team of API Gateway Platform Engineers, who are responsible for shaping the technical API economy for the bank.
    • Work within the Platforms and Engineering Gateway technology tribe responsible for the development, design and run of the Datapower API Gateway platform. Apply platform engineering expertise, critical thinking, design thinking and problem-solving skills to produce well-organized, optimized and documented source code that successfully delivers platform features, components of the service and solves complex technical problems with high quality solutions. Capable of resolving escalated issues arising from operations of the Datapower API Gateway Platform.

    Key accountabilities: (What you’ll get to do)

    • Leverage platform engineering expertise and a working knowledge of specific platforms (physical Datapower Gateway appliances, API Connect v10, vmware, Kubernetes, AWS services) and their constituent parts to positively contribute to platform feature and service designs
    • Automate tasks through appropriate tools and scripting e.g. Kubernetes, Python, Terraform
    • Use and configure modern observability techniques leveraging e.g. aggregated logging via Elastic Search stack, Kafka, metrics via Prometheus / Grafana
    • Leverage platform (service design and code) and engineering technical expertise to proactively identify risks and prevent defects
    • Uphold our technical principles off: self-service, scalability, re-usability, resilience & stability in all development practices and deliver feature sets that sustainably deliver on these principles
    • Enable problem resolution across technical teams, apply and or facilitate root cause analysis, deeply understand the root causes of issues and find ways to resolve them (sustainably)
    • Optimize, refactor and reuse components to improve performance and maintainability – ensuring maximum efficiency, effectiveness, and return on investment
    • Take accountability for maintaining platform standards and best practices, and drive adoption across multiple service teams
    • Contribute to a high-performance team environment by coaching and mentoring other engineers, support engineering teams on technical solutions and problem resolution, and proactively seek coaching and mentoring from others

    Role/Person specification: (What do you need to get in?)

    • +3 years Datapower Gateway experience (admin, operational and development)
    • +3 years API Connect 2018 / v10 experience (admin, operational and development)
    • +3 years coding / scripting languages experience e.g. Python, JavaScript, Bash scripting, GoLang, XSLT, Gateway Scripting
    • +3 years’ experience in Kubernetes architecture, Networking, Security, Deployment, and Management
    • +3 years messaging protocols and API technologies experience like SOAP and REST
    • +3 years Infrastructure as code (IaC) tooling experience (like Jenkins, GITOPS, AWS CI/CD tools eg. Terraform, CloudFormation, CodeBuilder, CodeDeploy)
    • +3 years analytics tools and Big Data Platforms experience like Elastic Search, Kafka (Hadoop)
    • +3 years Web Security protocols experience like OAuth, JWT, OIDC
    • +3 years Networking experience with a solid understanding of Network layer routing and security

    Ideal Certifications:

    • Certified Kubernetes Administrator (CKA) and Certified Kubernetes Application Developer (CKAD) or Certified Kubernetes Security Specialist CKS)
    • AWS Associate level certifications
    • IBM Certified Solution Implementer - DataPower Gateway v10
    • IBM Certified Solution Implementer - API Connect v10
    • If you’re passionate about working in a fast-paced environment and contributing to the exciting world of API Platforms by leading from the front, we would love to hear from you!

    Education

    • Bachelor's Degree: Information Technology

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    Trust Manager (Pretoria)

    Job Summary

    • Management of the administration of Testamentary Trusts, Agencies, Inter Vivos Trusts, Curatorships, Policy Trusts, Road Accident Fund Trusts and Medical Negligence Trusts in accordance with the Trust Mandate, by ensuring that all assets, are properly and timeously invested, insured and administered to the optimal benefit of the beneficiaries within the legislative parameters.

    Job Description

    Key Accountabilities

    • Management of the general administration of Trusts
    • Keep abreast of knowledge and skills relevant to the fiduciary industry by reading all communication received from the legal department and attending all informative sessions (updates received from legal department, broadcasts, Economics, Cost to company etc.)
    • Evaluate all new files for correctness, feasibility and addressing the potential risks (financial and legal implications).
    • Ensure that all new files have been captured and added correctly on the trust system by the Trust Officer and that all assets have been received.
    • Evaluate and approve/decline all requests from the Trust Officer for financial assistance with motivation for decision within approved boundary of R400 000.00- R800 000.00 Investment approval.
    • Look at files that are not financially viable and get rid of them by looking at other options, e.g. increasing the fees and getting other Trusteeship. If uncertain escalate to the Branch Manager.
    • Manage all types of trust assets, Policies, Investments and fixed properties (i.e. farms, houses etc.)
    • Ensure that assets are bought, sold or rented at the best possible price and in the best interest of the Beneficiary/ Trust by sending them to an approved Evaluator.
    • Ensure that all trust's assets have been adequately and timeously insured by the approved insurer.
    • Ensure that all Municipality rates and taxes and rent agencies have been paid timeously.
    • Ensure that any properties that are rented monthly or per period is collected timeously. If not, that any outstanding payments are addressed through the approved panel of Attorneys to collect the outstanding monies.
    • Evaluate, approve /decline continuous monthly and daily debit orders and ad-hoc requests in terms of the client's needs analysis and trust mandates.
    • Prepare e.g. requests from clients for approval by Branch Manager in more complex cases
    • Interact with Funds/ Executors/ Attorneys/ Co-Trustees/ Masters Office/ Road Accident Fund & South African Revenue Services (where applicable) to discuss the Trust.
    • To be involved in complex trust cases and also be part of communication with clients in the office and externally.
    • Manage various daily, monthly, annual reports e.g. Investment Trust, New Trust, Trust in creation, Maintenance and Outstanding Insurance. 
    • Ensure that the correct procedures are executed with the Maintenance and Existence Certificates to clients by the end of March every year (where applicable).
    • Provide guidance to the Trust Officers with the tracing of beneficiaries via Central Information System, Information Tracing System and /or Tracing Agencies (where applicable).
    • Evaluate and approve the final termination statements.
    • Approve the final payments to clients, by checking the calculations and ensuring that it is the correct client, correct beneficiary, correct account and that tax is paid to SARS.
    • Approving of the prepared terminated file for hand over to the strongroom and checking that the Compliance Policy is adhered to. 
    • Administer the process of paying of funds to the Guardian funds when the beneficiaries are not traceable.
    • Client Service
    • Interact with walk-in and telephone clients on a daily basis.
    • Attend to requests/queries received per SMS, e-mail, mail or fax specifically in the more complex cases within 48 hours.
    • Ensure that the Trust Officers provide feedback to clients continuously of processes, procedures and progresses thereof.
    • Ensure that Absa Group's telephone etiquette is adhered to according to the Absa standards.
    • Ensure that the Trust department keeps to the guidelines of the Service Level Agreement with Funds and other parties
    • Spot check of daily incoming and outgoing mail, faxes-mails, and telephone enquiries from clients, as well as approving all correspondence of a more serious nature as indicated by the Branch Manager.
    • Investments
    • Keeping abreast of the latest available investment types by knowing what the different interest rates are, the potential capital growth as well as potential risk.
    • Keeping abreast of the different investments suitable for individuals as well for trusts.
    • Managing the revision of existing investment proposals - annually or as prescribed (i.e. If the value is in excess of R1.5 million, this is done every six months and if there are changes, they are done annually)
    • Knowledge of Absa Approved Investment Policy, Absa Approved Policy and Absa Trust Investment Policy
    • Ensuring that investments are placed as approved, i.e. approving investments from R400,000.00- R800,000.00 and escalating to the Branch Manager, investments that are from R800,000.00- R1.5 million and investments that are above R1.5 million, to be tabled to the Investment Committee
    • Managing the regular revision of investments portfolios as per the prescribed office policy.
    • Evaluate, approve/decline investment proposals with a motivation for decision.
    • Managing the liquidity of funds as well as ensuring the timeously investment of surplus funds on a daily basis
    • Reports
    • Check reports on a monthly basis for discrepancies
    • Work through and correct transactions/details where applicable by ensuring that the action is executed per the Investment decision, i.e. the Investment Product Type is paid to the right Investment.
    • Ensuring that all hand fees are taken timeously (where applicable).
    • Indicate on report/s reasons for discrepancies, sign off and date as per prescribed rules
    • Finalize the reports on/or before the agreed date.
    • Make use of various Investment models on a daily basis.
    • Make use of daily Investment reports, Liquid Investment greater than R10 000.00 or R30 000.00 and termination on report, before the termination date.
    • Year End Statements
    • Spot checking the capturing of transactions by the Trust Officer for the correct codes and language usage.
    • Evaluating the short statements as prescribed by February every year for the correctness of the codes and the language usage and all the entries are correct.
    • Follow up on outstanding beneficiary address and / or Trustee address and update the trust system.
    • SARS E-Filing
    • Evaluate and approve the submission of IT12TR returns by the Trust Officers where applicable on/or before the due date and approve.
    • Evaluate and approve the Provisional Tax returns where applicable on /or before the due date.
    • Approve the payments of Trusts to SARS where applicable.
    • Evaluate and control assessment for correctness.
    • Ensure that the Tax returns are completed, submitted and paid in time. (Where applicable).
    • Leadership
    • Develop a high performing Trust team by embedding formal performance development process, coaching and mentoring of the Trust Officers.
    • Coach the Trust Officers on the meaningful Performance Development discussions.
    • Determine and analyze development needs for the team and ensure that identified training requirements are budgeted for and executed.
    • Set and manage overall budgeted and related costs for head count at departmental level.
    • Ensure that performance development plans are appropriately undertaken for all the Trust Officers and monitored on a quarterly basis.
    • Establish and maintain a succession plan for the next level role using the formal Talent Management process for the identified talent and am informal process for the remaining roles.
    • Create a suitable and a conducive atmosphere in terms of leadership skills by coaching and mentoring the Trust Officers thus ensuring that they meet the required organizational expectations.
    • With the support of the Human Resources interview and recruit direct reports.
    • Act as the first point for all grievances raised in the business unit.
    • Approve leave request for direct subordinates for direct reports and ensure that leave planning is effective.
    • Ensure that all poor performance is addressed through appropriate ABSA performance programs and that continued poor performance is adequately dealt with.
    • Motivate employees in the department and ensure that their efforts are recognized.
    • Develop appropriate Employed Opinion Survey (EOS) action items together with the team members and ensure that the items are executed.
    • Identify training needs within the department and ensure that all the staff is trained on the training needs identified.
    • Compliance
    • Ensure adherence to ABSA's compliance requirements and industry related legislations within teams
    • Ensure adherence to business processes and control practices for the team members
    • Ensure that the processes that impact on the area are mapped and understood by all team members.
    • Own and agree corrective action items with the Internal Audit and Management Assurance for items related to the Trust Office. Ensure that a zero-tolerance approach to audit findings is understood by the team and arrange issue assurance for closed audit findings
    • Complete required compliance attestation and ensure that the team also completes the required attestations.
    • Ensure that the team members understand all compliance requirements and escalate to the Branch Manager to request for the area Compliance Officer to conduct briefing sessions if gaps are identified.

    Qualifications and Experience

    • NQF Level 6: B Degree
    • B Comm. Degree
    • Advanced Certificate Estate & Trust Diploma
    • LEAD Certificate in Deceased Estates
    • Four (3) years’ experience in Fiduciary Sector
    • Three (3) years’ experience in management 
    • Three (3) years’ experience within the Fiduciary environment in Trust Administration
    • Two (2) years’ experience in 

    Education

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

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    Relationship Executive - Small Business (FAIS)

    Job Summary

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

    Job Description

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

    Education

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

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    Specialist Pricing Systems P&P COE

    Job Summary

    • To provide advice and support in practice formulation and associated best practice improvement tactics; enabling the provision of specialist product development expertise.

    Job Description

    • Product Innovation: Undertake market analysis to determine product/market share opportunities.
    • Build product improvement and innovation pipeline inline with opportunities identified |
    • Product Change: Plan and manage on-going product Investments, activities and changes |
    • Stakeholder Management: Build and maintain effective stakeholder relationships within the industry and within bank to ensure the unit is successfully positioned to manage risks and expectations |
    • Product Performance: Manage and monitor product essentials such as but not limited to profitability, sales volumes etc |
    • Risk and Control: Ensure that required Regulatory/Compliance requirements for products are in place and understood by all.
    • Will require detail understanding of Regulatory environment relating to the product | : | : | :

    Education

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

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    Junior Specialist: Sales Consultant Financial Products

    Job Summary

    • To market and sell Financial Solutions (products, technology and services) to increase the sales across all retail channels and other potential markets. To identify and attract new business and retain the existing customer base.

    Job Description

    • Sales Target : Proactively make self-initiated contact with customers in order to deliver against the required sales targets |
    • Collaboration : Constantly seek to improve ways of working by challenging the status quo and supporting an empowering climate within the team, sharing knowledge, experience, best practice and providing constructive feedback as required. |
    • Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards |
    • Customer Experience: To provide service excellence and achieve customer satisfaction | : | : | : | :

    Education

    • Higher Diplomas: Business, Commerce and Management Studies (Required)

    Method of Application

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  • Send your application

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