Absa Group Limited (Absa) has forged a new way of getting things done, driven by bravery and passion, with the readiness to realise the possibilities on our continent and beyond.
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Job Summary
- Lead and develop high-performing, scalable, enterprise-grade application design, and agile development team by producing, testing, documenting and reviewing source code against CIB Salesforce standards. Support Salesforce in CIB Technology by means of Salesforce development and configuration, .NET development with the focus on enhancing and delivering quality end user experiences for internal and external users of the system.
- Work with the Business team on Architectural Designs to manage their business requirements, design and specify requirements for the Salesforce Platform. Management of team to develop and support architecture design, deployments, code reviews and mentoring of team members as well as level 2 Support on Incidents
Job Description
Absa CIB Technology uses the Salesforce Platform to manage essential operations and client interaction, feedback and onboarding across many diverse business areas:
- Coverage Banking, Product houses and Markets businesses, Legal for integration to the iManage Legal case management system.
- Compliance, The Client Service Centres, Credit, Marketing Cloud, Cash collections, Digital Partnerships etc.
- CIB Technology has a dedicated Salesforce team of Full-stack Developers, Data Engineers and Configuration Specialists who work to support the entire CIB business. We develop custom functionality on top of the existing SF platform and configure Salesforce to meet the very challenging and diverse business needs. Opportunities exist for ambitious technologists with almost any interest - from Architecture, Integration specialisation, or Full-stack Development to grow and enhance those skills within the CIB arena.
Skills and Experience required:
- Relevant B-Degree in Computer Science preferred but not essential if minimum requirements of experience & practical application is evident
- 8 years Information Technology experience
- 5 + years Salesforce development experience
- Experience in software design, architect, configuration, development and integration.
- Salesforce Qualification(s) – Domain Architect
- Salesforce DX
- Automated testing, building and designing
- Salesforce Cloud and Marketing Cloud experience
- Excellent communication, analytical skills and decision making ability in collaborative environments
- Experience in specific coding / scripting languages
- Solid understanding of Object Oriented Design and ability to properly apply general design patterns and paradigms
- Some understanding of frameworks and libraries like JavaScript, jQuery, TypeScript, HTML, CSS
- Experience / understanding with appropriate unit testing framework(s)
- Affinity for debugging and problem-solving
- Technical and People Leadership, experience managing a team of engineers
Key Accountabilities:
- Design and Architecture on new projects
- Team code reviews
- Code and test software and applications in keeping with given design and specifications
- Automated testing embedment
- Use the detailed program design received from the team lead to develop programs that accommodate automated output
- Implement changes in line with defined standards
- Adhere to Salesforce default functionality and apply
- Deployment of software via CI/CD or manual approved processes
- Engagement with end users to understand requirements, train on new functionality, assist testing process, document all changes made to the PRD environment
- Utilise Agile Methodology and deliver on user stories as specified in the sprints allocated
- Technical scheduled maintenance required from all team members, clean data, clean processes, optimise the engineering side of the application
- Obtain relevant Salesforce qualifications in order to optimally perform
- Highlight processes that needs to be optimised
- Team participation in building Salesforce
- Contribute to all phases of the development lifecycle
- Interpret analysis, problem definition & business requirements to identify solution requirements (e.g. features)
- Produce well-organised and documented source code for technical solutions
- Apply technical organisation principles of self-service, repeatability, testability, scalability & resilience in code development
- Apply general design patterns and paradigms to deliver technical solutions
- Debug existing source code and polish feature sets
- Work with integrated teams and other developers to improve and evolve technical products and services
- Study & apply Group Architecture & Infrastructure guidelines to all development work
- Support reviews, performance monitoring & ongoing optimization and maintenance on applications
- Stay ahead of the curve on emerging technologies and development practices and continuously evolve existing knowledge & skill in preparation for exposure to Automation, Integration, Messaging, CI/CD etc
- Update, create and appropriately store application documentation & technical specifications
- Participate in incident management & DR activity – applying critical thinking, problem solving & technical expertise to get to the bottom of major incidents
- Team management, collaboration and mentoring
Education
- Bachelor's Degree: Information Technology
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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
- Absa Corporate and Investment Bank (CIB), is a leading South African Investment Bank with global reach, offering clients financing, risk management and advisory solutions in a wide range of currencies and structures. The firm has a global reach and distribution power to meet the needs of issuers and investors worldwide.
- Our distinctive business model is fit for purpose and allows the firm to provide clients with solutions to match their financing and risk management needs. This ability is supported by a dedicated infrastructure unit, including (but not limited to) Legal, Compliance, Human Resources, Marketing and Corporate Communications, IT, Risk, etc. which in turn supports the firm’s vision of becoming the leading investment bank across Africa.
Purpose of the role
- The Risk and Finance Tech team is looking for a skilled C# Developer to work on code and .Net solutions with Kubernetes development experience who is highly skilled and can work independently. You will be responsible for implementing design patterns for distributed systems, configuring and managing CI/CD pipelines. Designing, writing, and maintaining C# code for our future and existing projects. Participate in design and planning discussions, as well as develop ways for current coding problems.
- Experience with microservices, containers, and Kubernetes is required. The developer will also be responsible
Key Responsibilities:
- Create actionable C# solutions and services
- Work on creating feature-rich scheduling, tracking, and reporting solutions
- Perform checks to detect technical risks and difficulties connected to projects, then report and propose a solution strategy
- Create, integrate, and test new features in a variety of apps
- Maintain frequent communication with team members and work closely with them throughout the development process
- Write C# code that is clean, efficient, scalable, and dependable Conduct post-release/ post-implementation testing
- Work with cross-functional teams to ensure quality throughout the software development lifecycle
- Create and nurture highly available systems on Kubernetes
Competencies
- Ability to research and grasp new concepts at a fast pace
- Excellent English and effective communication skills
- Planning and organizing
- Delivering results and meeting customer expectations
Knowledge, skills and experience required
- Relevant B-Degree in Computer Science preferred but not essential if minimum requirements of experience & practical application is evident
- 8+ years’ development experience
- Cross domain knowledge
- Min 3 – 5 years of experience working with Microservices (Kubernetes, Containerization, Rancher, Docker) with C# experience being key critical
- Capability to collaborate with a group of developers
- Experience with full-stack development
- Well-versed in technologies such as C#, JavaScript, and Postgres databases
- Strong expertise in DevOps and CI/CD implementation
- Thorough knowledge of cloud-native development
- Experience with container technologies like Docker
- Understanding of microservice design and architectural patterns
- Familiar with complex event processing and event-driven architecture
- Agile methodology
- Working experience and knowledge of the SQL and C# ecosystem
- Basic cloud knowledge
- Business knowledge Finance domain - advantageous
Education
- Bachelor's Degree: Information Technology
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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
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Job Summary
- Contribute to tactical planning from an operational perspective. Implement and deliver approved operational plans. Accountable for management in terms of: people, process, applied technology, budget.
Job Description
- People Management: Coach, mentor and manage team members toward driving business objectives and ensuring colleague development. | Processes and Procedures: Ensure that the Agent Sales follow the sales process by monitoring their telephone conversations and underwriting rules. Address all non-adherence directly with the individual concerned by putting corrective measures, as coaching in place. | Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards. | Reporting: Provide reporting of inbound and outbound calls and maintain standard reporting templates against relevant requirements. | Business Management: Allocate duties to team members in order to achieve operational targets including prioritisation and work schedules.
FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
- FSCA-Approved Qualification
- Regulatory Exam for Representatives (RE5)
- Experience As Per the FAIS Act
- Product Specific Training once Onboarded
- Class Of Business Training
- Continuous Professional Development
- Attest To Honesty, Integrity, and Good Standing
Education
- Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
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Job Summary
- Provide specialist advice and support in the development of tactical strategy and plans. AND/OR provide specialist advise and support in terms of practice formulation and associated best practice improvements
Job Description
- New Business Organisation: Devise short term tactical plans to meet annual budget and targets up to a 6 to 12 month timeframe Identify, develop and source new High Net Worth and Ultra High Net Worth relationships through personal and client referrals, Absa Group Limited Group internal networks and fostering greater collaboration within group and WIMI business unit; Achieve personal targets for new and existing clients for Transactional Banking, Credit, FX. Make a contribution to referring relevant business to other parts of Wealth Advisory and/or the broader Absa Group Limited Group.
- Client service - Manage and Grow Existing Client Relationships: Quarterly meetings with each client in your designated portfolio; Undertake annual credit reviews to assess the health of your Clients financial position, with co-operation from the various teams in the region Maintain the highest levels of service and delivery to existing clients at all times, ensuring that all teams of specialist support within the region work together to deliver client experience as well; Act as the key contact point/ gatekeeper and coordinator for all client advice Transactional Banking, Credit, FX. Assist in the liaison with various internal stakeholders to assist in achieving business objectives in Structured Lending, Advisory, FX, SSG and Investment Banking fees Act as the key contact point for all client transaction queries across multiple locations within a Region.
- Client Relationship Management: Maintains highest levels of service and delivery to existing clients at all times Key contact for all banking and credit (vanilla credit) advice and client queries Key interface between clients and other parts of Absa Group Limited/WIMI and the wider Absa Group Limited Group
- Involvement in credit related tasks: Client interaction including: gathering of information related to Transactional Banking, Credit, FX ensuring efficient Client interactions; Accountable for providing information related to the security status reports and performance of financial analysis; Ultimately responsible for ensuring that credit review processes is conducted on time; Liaise with the product houses to ensure credit tasks related to clients in terms of credit reviews, overdrafts and home loans are completed;
- Governance and Control: Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating model. Ensuring that all actions are in line with procedures according to the Front Office manual.
- Query Resolution: Undertake query resolution related to client portfolio Act as the escalation point for serious issues related to client complaints
- Operational Support: Provides accurate/timely preparation of file notes, client letters and other client documentation (e.g. marketing material) for all client meetings and follow up as required; Act as focal point for clients dealing with day-to-day administration across the range of services and products.
Minimum Qualifications:
- NQF level 7 (FAIS recognised)
Experience Required
- 5-8 years previous experience.
Education
- Postgraduate Degrees and Professional Qualifications: Business, Commerce and Management Studies
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Job Summary
- We are looking for a Senior Administrator Operations who will be responsible for leading the Investor Services Operations function ensuring that the team operates effectively, efficiently within compliance and regulatory requirements. The primary purpose of the role is to ensure that all transaction are processed accurately, timeously and successfully.
Job Description
Your key accountabilities will include the following;
- Operations;
- Process all transactions received from internal and external clients and stakeholders
- Supervise and administer all transactions relating to AIS products and services.
- Identify and drive operational efficiency.
- Monitor, verify and/or authorise transactions processed by team members to ensure that the required standards of work are met during execution.
- Ensure all transactions are executed within the relevant cut-off times.
- Assist the Team Leader/Operations Manager with tracking of the systematic allocation of work to team members and make adjustments to the workload when there are capability gaps or absence issues to ensure smooth and timeous workflow.
- Risk Management and Compliance;
- Conduct regular reviews of the business environment to identify real and potential risks
- Design and implement risk reduction, mitigation and avoidance measures to address potential or identified risks
- Maintain a good understanding of all governance applicable to AIS Operations
- Promote the importance of compliance in the team and ensure that the teams comply and adhere to all internal audit and compliance requirements
- Collaboration and Relationship Building;
- Develop and maintain networks within the Absa Group across operational areas.
- Maintain high personal visibility with crucial influencers within the bank and externally promoting the credibility of self and the business’s growing capabilities.
- Customer Service;
- Ensure high quality communication to internal and external clients, both verbal and written
- Ensure that the team delivers Excellent Service to all clients within agreed SLAs, by monitoring performance and tracking daily queues
Send in your application if you have the above experience and meet the below requirements;
- Diploma / Certificate NQF level 6
- 5 years or more Custody Operations experience
- Knowledge of regulatory and statutory requirements: SARB and Strate Rules
Education
- Higher Diplomas: Business, Commerce and Management Studies (Required)
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Job Summary
- To provide administrative support by performing various operational functions including but not limited to the processing of payments on various accounting and administrative functions e.g. Equity, Bonds, Guilts and Unit trust accounts for Absa Trust .
- To authorize and verifying purchases, sales, corporate events, dividends, interests, bank transactions, scrip and to perform daily unit trust reconciliations.
Job Description
Role Summary:
- Constantly seek to improve ways of working by challenging the status quo and supporting an empowering climate within the Trust Administration Operations 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.
The job requires consistent interaction & communication with:
- Staff in own area (manager, and Trust admin colleagues)
- Staff outside own area i.e. Providing information to Relationship Managers
- Internal customers i.e. Providing & getting information to/from Absa Trust
- Officials
Key Role Responsibilities:
- Draw daily bank statements from Financial Systems and balance the daily Trust Bank reconciliations
- Obtain bank statements from Nedbank and Standard Bank to perform daily bank reconciliations.
- Split (daily) and review the Absa Trust reports (from the Trust system) consisting of the previous day's processing to check the previous day's transactions for correctness.
- Review daily purchases & sales against the Absa Stockbrokers dealing notes to verify and check the previous day's trade for correctness
- Check details on the new accounts opened at Absa Stockbrokers that they are loaded on the Trust system correctly.
- Process the payments of all settlements (sales) by preparing a letter, instructing Administrators in Absa Stockbrokers to perform the settlement
- Instruct ABAM PC Administration team to process payments for Absa Stockbrokers on Cash Focus system
- Process the payment of all settlements (purchases) by preparing a letter to Absa Stockbrokers to perform the purchase and do a Cash Focus settlement and authorization thereof.
- Balance dividend & interest payment against shares held with the CSDP & unit trusts held with AFM
- Check and confirm that the share rand values agree to the respective rand value report and unit trust deposit received on the bank account
- Capture transactions on corporate events as per the corporate diary by drawing a list of clients from the trust scrip reports
- Prepare a spreadsheet to manually capture the corporate event to the Burg system (purchases, sales, write offs, take on’s, take offs and loading of bonus shares) for the information to reflect on the client portfolio.
- Process payments of unit trust commission for new investments and send confirmations to Absa Trust Administrators and allocate to the respective Trust branches.
- Perform various daily functions including:
- Updating of daily prices (4 AFM funds)
- Drawing of EOS and EI (AIMS) reports
- Balancing of daily Income and Growth transactions (4 funds)
- Capturing of daily AFM Unit trust transactions
- Preparing documents/Capturing for external Unit Trust Purchases and Sales
- Declaring dividends due from Corporate Diary
- Upload Journal Extractor file for daily dividend payments
- Balancing of Small dividend payments and pay on Trust system
- Manual dividend payments on Exempt clients
- Daily BIO payments for Trust
- Ordering of Month end report (BTKP040)
- Requesting monthly Unit Trust statements for month end unit balancing
- Requesting quarterly Unit Trust distribution statements
- Preparing distribution spreadsheet for External Unit trust funds and capture on Trust system
- Assisting with General Enquiries from Trust Offices
- Prepare & balance monthly distribution payments on various Funds by
- comparing units on the Trust report to the AFM report to ensure that the distributions are ready for monthly payout.
- Prepare and organize month-end reports on the Trust system to distribute to the various parties for information purposes
- Handle & resolve any type of query on trust transactions by investigating the cause and rectify according to internal processes.
- Investigate queries on any share dividend and advise the Trust Official accordingly.
- Resolve queries on transfer of shares or transfer on unit trusts and confirm the status of the transfer to the Trust Administrators in the Absa Trust office
- Resolve queries on daily rejections by liaising with various Stakeholders and reporting back to the Trust Administrators in the Absa Trust office
COMPETENCIES
- Attention to Detail
- Handling & Resolving Client Queries
- Customer Centric
- Team Player
- Adhering to principles and values
- Applying expertise and technology
- Planning and organising
- Delivering results and meeting customer expectations
- Acting as SME for Business Related Projects
- Following instructions and procedures
- Coping with pressure and setbacks
- Maintaining Relations with Internal & External Stakeholders
MINIMUM REQUIREMENTS
- Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet
- Matric
PREFERRED REQUIREMENTS
- Three (3) years’ experience in investments as an Administrator within an asset management company
- 2 years’ experience as an Asset Management Administrator (using the Mainframe Trust system) within the Asset Management environment
- Deadline driven and highly pressurised environment.
- Preference will be given to South African Citizens and Permanent residents of South Africa in possession of proof of permanent resident status.
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Job Summary
- Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).
Job Description
- Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches. | Customer Experience: To provide service excellence and achieve customer satisfaction. | Risk and Control: Ensure that processes, control requirements and risk management frameworks that impact the area are documented and understood. | Manage Sales and Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system on a monthly basis and check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements.
FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
- FSCA-Approved Qualification
- Regulatory Exam for Representatives (RE5)
- Experience As Per the FAIS Act
- Product Specific Training once Onboarded
- Class Of Business Training
- Continuous Professional Development
- Attest To Honesty, Integrity, and Good Standing
Education
- Bachelor`s Degrees and Advanced Diplomas: Accounting, National Senior Certificate/ Matric (Grade 12)
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Job Summary
- Manage people change aspects for a portfolio of strategic and continuous improvement initiatives to ensure adoption, embedment, knowledge management and proficient utilisation of the change, to maximize benefits realization, value creation, and achievement of strategic outcomes.
Job Description
- Prepare the business for change and to ensure consistency in execution to realize maximum benefits and to mitigate any negative impacts to both colleagues and customers.
- Collaborate with key stakeholders in various business areas, including Technology, Human Resources, and Enablement Heads, to understand system changes and their impact on various teams. Foster strong relationships to ensure alignment and successful implementation.
- Drive accelerated change embedment, change adoption, and promote greater proficiency of the changes that impact colleagues on initiatives within the book of work.
- Design and deliver clear, consistent, and targeted communication plans that address the needs and concerns of different employee groups throughout the change process.
- Develop and execute comprehensive change management strategies tailored to support the adoption of new and enhanced changes across the business.
- Identify potential resistance to change and proactively address concerns through coaching, feedback, and any other ongoing support mechanisms.
- Develop strategies to foster a positive attitude toward change and encourage adoption.
- Establish metrics to monitor the progress of adoption and employee engagement. Gather feedback and continuously refine change management approaches to ensure successful outcomes.
- Ensure that change initiatives align with the organization’s frameworks, values and culture, reinforcing positive behavior and encouraging collaboration across teams.
- Oversee the planning and execution of change management activities, ensuring timely delivery and alignment with project milestones. Coordinate with project managers or scrum leads, to integrate change management efforts with overall project plans.
- Lead post-implementation reviews to assess the effectiveness of change management strategies. Identify lessons learned and apply them to future initiatives to enhance change readiness within the organization.
- Develop and implement knowledge management strategies for business initiatives.
Key Skills required
- Certified People Change Management accreditation.
- Relevant Bachelor’s degree, Industrial Psychology major an advantage.
- 8 years' operational and strategic people change management experience.
- People Change management experience on Large scale/ complex tech-solutions initiatives.
Education
- Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
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Job Summary
- The Client Relations Consultant will be a primary point of contact for clients, responsible for delivering exceptional end-to-end service. The ideal candidate will handle all client queries related to stockbroking services, ensuring a seamless experience while building strong, lasting relationships with clients. This role requires a proactive, client-focused individual who can effectively manage multiple tasks in a fast-paced environment.
Job Description
Key Accountabilities
Accountability: Provision of KYC Expertise
- Check documentation/ mandates to ensure it is correct first time in terms of KYC Regulatory, Business, Legal and Audit Requirements and if not correct full provide full details to the front line in terms of requirements so as to ensure compliancy .
- Check and validate files prepared by front line on a trigger event as described in terms of Absa's regulatory policies and framework. Be alert for any information that could be considered suspicious and bring these to the attention of the RE / OB and the Client Relations Manager.
- Identify training gaps and escalate to management where applicable in order to up skill frontline staff in order to embed a first time right attitude and overall regulatory compliance.
- Record and escalate nonconformance / deviations from policy and regulatory requirements to management for remediation / corrective action. This entails the recording and maintaining of KYC statistics on a daily basis as determined by Absa's regulatory framework and business rules thus maintaining the necessary risk controls and the prevention of relationships with non-compliant customers, e.g. frontline staff adheres to the process with respect to non-compliant customers before clients are placed into lock up (clients not able to transact on their accounts)
- Ensure all documentation is fully complaint before approval is granted to frontline to proceed with instructions thus ensuring that SPM is not in breach of KYC and KAMLS regulatory requirements, e.g. SPM not running a reputational risk and the risk of monetary losses as a result of non-compliance.
- Adhere to Absa Clean Desk Policy
Accountability: KYC Regulatory and Compliance Risk Factors
- Monitor and control assigned pending matters, e.g. following up on diary dates set for the remediation of noncompliant customer files, etc.
- Escalates to the next level if not remediated within the rules of the regulatory framework , this will refer to Exemption 4, outstanding documents, resolutions, etc.
Accountability: Self Development
- Remain up to date with all regulatory and compliance related information and Credit Policy issues
- Maintain and continuously look for opportunities to further develop skills and knowledge base
- Build on a sound understanding of commerciality and the implications of compliance within the workings of Absa Capital
- Keep abreast of training initiatives for the Regulatory Compliance environment
Accountability: Team Work
- Attend team meetings on a regular basis and contribute fully, including suggestions for ways of improving customer service with special reference to regulatory compliance issues
- Contribute to an environment of mutual support by sharing knowledge with other team members.
- Take responsibility for routine duties on a rota basis with other members of the team to enhance learning within the team.
Role / Person Specification
Education and Experience Required
- South African Institute of Financial Markets (SAIFM) Certificate or equivalent to NQF level 5.
- Three (3 ) years’ experience as an Administrator within the financial services
Knowledge & Skills: (Maximum of 6)
- Knowledge of Systems (MCI, JSE system, I Net, )
- Computer literacy (MS Office)
- Knowledge of Investment industry
- Administrative Skills
- Written and verbal communication skills
- Basic accounting skills
- Problem solving skills
Competencies: (Maximum of 8 competencies)
- Adhering to principles and values
- Applying expertise and technology
- Coping with pressures and setbacks
- Deciding and initiating action
- Delivering results and meeting customer expectations
- Following instructions and procedures
- Planning and organising
Education
- Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
Method of Application
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