Trending Jobs at Absa Group Limited (Absa)

Job Summary

• Support the Relationship Executive in the optimisation of profit and economic value for portfolios of Premium  Business key account clients requiring high complexity commercial banking requirements by focusing: 
• origination efforts to quire new clients; 
• cross-sell to existing client base; 
• coverage efforts to service clients in accordance to the segment CVP

Job Description

• Portfolio Management: Ensure appropriate management of respective portfolios that includes but not limited to client engagement, portfolio performance management, reporting and executing of client requirements
• Business Development: Agree financial targets/new business targets and set out tactical plans to achieve this on an annual basis
• Risk Management: Ensure that portfolio meets the required risk management standards

Education

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

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Job Summary

• The Branch Product team is currently working on multiple projects across the systems in the team, BDP, BTP, Have Your Say, Retailer Product and more systems

You will have access to:

• Opportunities to network and collaborate
• Challenging Working
• Opportunities to innovate

Job Description

Responsibilities:

• The SA’s main role is to translate & document business requirements into technical impacts detailing integration points, impacted systems, and detailed solution related information. ​Design API and enhance existing API’s.
• Review test plans, scripts and test results to ensure that the system delivered conforms quality standards and system
• Illicit and communicate the functional and non functional system requirements to the necessary audiences e,g testers, developers, business and risk
• Liaise and communicate the system requirements to the necessary audiences e.g. testers, developers, business analysts, infrastructure, production support, systems analyst, risk manager, operations team (other areas of the business) and ensuring that the systems requirements represent a common view amongst these parties.

Background and experience required:

• Have a Diploma or Degree in computer science, information systems, or related fields
• 2-5 years of experience
• Must-have Skills (Mandatory Skills):
• Advanced knowledge of ERDs, process flow charts, sequence diagrams and use cases.
• Experience in using modelling tools (e.g Visio, Draw.io)
• Good understanding of project management principles and SDLC
• Excellent SQL and database design skills
• Experience in Object Oriented design, web services, Service Oriented Architecture and database design .
• The ability to read and understand code. And ability to write pseudo code.
• Strong skills to investigate and analyze information in troubleshooting.
• Thorough understanding of process flows and business rules and how this is modelled in the IT systems.
• Experience with designing and Testing API’s

Beneficial Skills (Desired Skills):

• Knowledge on Confluence, JIRA and Agile skills

Education

• Bachelor's Degree: Information Technology
   

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Job Summary

• The objective of the Legal and Advisory Specialist is to provide comprehensive Fiduciary and Estate Planning support to advisers, bankers and clients in Private Bank, Business Bank and the Retail affluent space. Furthermore, to empower and influence advisers through specialised knowledge to enable them to give superior service and add value to clients and Non-Banking Financial Services.

Key Requirements:

• Experience in Fiduciary and Estate Planning (5 Years plus)
• LLB
• CFP
• RE5 Accredited

Job Description

• Advisory Services:
• Assist in providing identified Advisory services to High Net Worth clients of the Group and Bankers/Financial Advisers on fiduciary matters that fall within the ambit of the Financial Planning Institute (FPI) and the Fiduciary Institute of South Africa (FISA), with specific reference to Estate, Retirement and Insurance Planning.
• Assist in providing support in the usage of Wealth Planning techniques and structuring vehicles.
• Assist in drafting Estate Planning and Business Assurance proposals.
• Consult directly with the Bankers/Financial Adviser who liaises with clients.
• Provide support in the drafting of Wills and Trusts. Alternatively ensure that Wills and Trusts drafted by Absa Trust are according to the client’s needs and instructions given to Absa Trust.
• Provide specialised Advisery services to High Net-Worth Clients of the Group and Bankers\Financial Advisers or other stakeholders on Legal, tax and other complex financial planning matters that fall within the ambit of the FPI and FISA.
• Provide technical training in the specialised area of Wealth Planning techniques/skills to the Bankers.
• Support technical interpretation and usage of Wealth Planning structuring vehicles.
• Estate Planning Proposals, Trust Audit, and or Ownership Structure Proposals.
• To consult directly with clients and related Private Banker/Financial Advisers.
• As part of a national multi-disciplined Centre of Excellence, to assist other Specialists with experience and knowledge, as well as peer-reviewing any written advice to clients.
• To provide Regional Management with high-level knowledge of technical financial planning and estate planning aspects.
• To provide expert inputs as required in strategic projects/initiatives, forming a key part of the wealth planning intellectual capital in Absa Trust.
• Stakeholder Management:
• Build strong relationships with both global and local internal and external stakeholders.
• Effectively communicate developments within areas of activity to all relevant stakeholders.
• Ensure impeccable and timeous service levels.
• Liaise with various Business Unit Heads within Absa Group.
• To liaise with Absa Trust Legal and Compliance to ensure alignment within Absa Trust in the areas of technical legal and compliance matters.
• To liaise with Absa Group specialists (i.e., Absa Group Tax, Absa Group Legal, Absa Trust, BPB&T, Wealth Advisery, etc.) to ensure alignment within Absa Group regarding all relevant technical matters.
• To liaise with our international partners in providing their offshore offering to High Net-Worth Clients.
• Revenue Generation:
• Manage the commercial profitability of the Legal and Advisery Specialist team to ensure accomplishment of set revenue targets.
• New and Revised Wills Target:
• Ensure the quality inflow of new segmented business from distribution channels (Private Bank and Business Bank by monitoring Sales Statistics from the relevant sub-segments.
• Ensure sales targets are met within all targeted distribution channels (Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels), by managing weekly and monthly statistics (i.e., results in conjunction with the management of above segments). Any divergences of the statistics will necessitate action planning with the segments in order to achieve the sales target.
• Send Will Applications directly to the Wills Drafting Office of Absa Trust.
• Review all Will Applications received via other channels (Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels) thoroughly i.e. the application form has been completed in full and that instructions to draft the Will is clear and free of any ambiguity before sending the documents to the Wills Drafting Office for drafting.
• Ensure that a proper Estate Plan is executed for the client by utilising different Estate planning tools such as Trust: Inter Vivos. Living. First Dying, Agencies and corporate structures.
• Filing of Signed Wills:
• Maximise the safe custody of all signed Wills by training all Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels in terms of importance of having customers / clients Wills in safe keeping, thus ensuring a further stream of income to Absa Trust.
• Check that all signed Wills lodged for Safe Custody meet with the Legal requirements of the Wills Act by checking the correct execution thereof and the content and structure of the document.
• Coach all delivery channels on the Legal requirements on the execution of Wills by attending and advising in formal training covering legal aspects of Wills – this training is facilitated by Absa Learning and development on an ongoing basis. Thus, ensuring the Absa Group is not any risk for incorrectly executed documents.
• Ensure that the signed Will is filed in the Safe Custody office within the agreed turnaround time (i.e., from drafting to filing), by completing a transmission sheet that encloses all the Wills lodged for Safe Keeping to the Wills Control Centre. Check on a monthly basis the receipt from the Wills Control Centre balances to what has been sent to them.
• Trusts (Inter Vivos., Living, First Dying, and Agencies):
• Advise and where applicable, create a Trust either Living or Inter Vivos depending on the needs of the client by completing a Trust application form and by obtaining all relevant Financial Intelligence Centre Act and Client Acceptance Screening Application requirements and the submission thereof to Absa Trust: Trust Division for the drafting of the said document.
• Ensure personal sales targets are met after mutual agreement by management on both Inter Vivos and Living Trusts, by training and coaching Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels on the knowledge of the product and the implication to tax saving and family protection. This will necessitate that correct sales' leads are received from Absa Trust in order to meet with personal sales targets.
• Customer Service:
• Deal (telephonically, electronically, written communication, correspondences, and face to face) with clients both internally and externally on a professional basis to ensure that a high standard of customer service is given.
• Resolve customer complaints relating to the Fiduciary Industry (Wills, Trust and Estates) and ensure customer complaints are addressed and that the client is satisfied with the outcome within a period within 24 hours. Contact the client and ensure that the matter has been resolved.
• Build and maintain a relationship with various stakeholders (i.e. Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels) by continuously engaging and ensuring satisfactory client service and good relations.
• Escalate complaints, where complex matters cannot be resolved, relating to the Fiduciary Industry (Wills, Trust and Estates) to the Area Manager: within 24 hours.
• Drive a professional client services culture in the Absa suites / branches, by managing the turnover time of Wills drafted and the quality thereof (i.e., Wills that are forwarded to the Wills Drafting Office till the receipt thereof is within the Service Level Agreement times and that spelling errors within the document are corrected on the same day.)
• Compliance:
• Adhere to ABSA compliance requirements and industry related legislations in order to maintain a high standard of service.
• Adhere to business processes and controls practice. non-adherence may lead to disciplinary actions.
• Complete all compulsory compliance and legislation training within the required timeframes as prescribed by Absa Risk.
• Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information Security, Records Management and Money Laundering, Sanctions etc. Non-adherence to Absa's Policy and Procedures may lead to disciplinary action.
• Perform all other duties as reasonably assigned articles for colleague and Advisers.
• FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
• FSCA-Approved Qualification
• Regulatory Exam for Representatives (RE5)
• Experience As Per the FAIS Act
• Product Specific Training once Onboarded
• Class Of Business Training
• Continuous Professional Development
• Attest To Honesty, Integrity, and Good Standing

Education

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

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Job Summary

• Support the Relationship Executive in the optimisation of profit and economic value for portfolios of Growth Business key account clients requiring medium to high complexity commercial banking requirements by focusing: 
• origination efforts to quire new clients; 
• cross-sell to existing client base; 
• coverage efforts to service clients in accordance to the segment CVP

Job Description

• To support the Relationship Executive with the day-to-day administrative functions, portfolio management, entrenchment, and operational functions for an allocated Growth portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central contact point for the client, providing sales and service fulfilment aligned to segment targets.
• Portfolio Management: Ensure appropriate management of respective portfolios that includes but not limited to client engagement, portfolio performance management, reporting and executing of client requirements.
• Business Development: Agree financial targets/new business targets and set out tactical plans to achieve this on an annual basis.
• Risk Management: Ensure that portfolio meets the required risk management standards.

Qualifications

Minimum Qualification

• NQF6 (FAIS recognised).

Experience Required

• 3-4 years previous experience as an account analyst or similar position to gain exposure to lending principles and customer service.
• Business banking experience will be advantageous.

Behavioural Competencies:

• Adopting Practical Approaches.
• Articulating Information.
• Checking Details.
• Coordinating People.
• Embracing Change.

Technical Competencies:

• Customer Acceptance & Review (Business Banking).
• Financial Statements Analysis and Interpretation.
• Product Knowledge (Business Banking).
• Risk Identification.
• Risk Management and Mitigation.

Education

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

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Job Summary

• Ensure that all activities and duties are carried out in full conformance to the Enterprise Risk Management Framework (ERMF), Operational and Resilience Risk Management Framework (ORRMF), as well as related Internal Absa policies and standards.  
• Evaluate the implementation of Absa Group ERMF and ORRMF policies and standards through the performance of conformance testing and quality assurance reviews. 
• Administer the completion of reviews in line with the Assurance Standard and related assurance methodologies as outlined in Absa policies and standards.  Document assurance approaches, execute testing strategies, maintain working papers and report on findings and recommendations.  Collaborate with stakeholders to ensure deliverables are achieved timeously. 
• Support the embedment of effective assurance practices across the Everyday Banking business unit through the evaluation, reporting and monitoring of risks.

Job Description

• Evaluate the implementation of Absa Group ERMF and ORRMF policies and standards through the performance of conformance testing and quality assurance reviews. Administer the completion of reviews in line with the Assurance Standard and related assurance methodologies as outlined in Absa policies and standards.  Document assurance approaches, execute testing strategies, maintain working papers and report on findings and recommendations.  Collaborate with stakeholders to ensure deliverables are achieved timeously. Support the embedment of effective assurance practices across the Everyday Banking business unit through the evaluation, reporting and monitoring of risks.  
• Conformance Testing and Quality Assurance
• Contribute to the definition of a conformance review plan that covers all business areas across Everyday Banking.
• Continuously consider the appropriateness and relevance of the conformance review plan and adjust the plan to accommodate any changes in the risk landscape through the combined assurance process.
• Identify opportunities to streamline and integrate the conformance plan to reduce intrusion on first line teams.
• Execute the conformance review plan in order to ensure conformance to frameworks, policies, and standards, including the Assurance Standard.
• Evaluate the quality of data maintained on risk management tools and systems and provide recommendations for remediation where weaknesses are identified.
• Perform comprehensive independent conformance testing to ensure that results of first line Management Assurance testing can be relied upon (quality and consistency), in line with requirements of Risk and Assurance Standards. Provide recommendations for improvements where required.
• Raise Dispensations, Waivers, Breaches (DWBs) or issues where non-conformances have been identified, especially where these are material.
• Engage business stakeholders and maintain effective follow-up and tracking of the remediation of weaknesses and gaps identified through conformance testing.
• Report all material concerns as appropriate and through risk and control governance committees.
• Contribute to the definition of approaches and processes for less intrusive assurance techniques to improve assurance efforts (automation, data analysis, checklists, testing of algorithms, continuous monitoring, indicators, etc.).
• Governance and Assurance
• Support the execution of the combined assurance agenda for the Everyday Banking business unit.
• Contribute to the compilation of a comprehensive combined assurance plan for Everyday Banking by consulting with all assurance providers across the three lines of defence.
• Ensure that there is adequate coverage of material risks, key controls, and any other significant components that materially impact and inform the Everyday Banking risk and control profile.
• Continuously consider the appropriateness of the plan and drive changes to the plan by influencing other assurance providers’ plans in real time where any changes to these elements occur.
• Support the administration of the Everyday Banking Combined Assurance Forum (consolidation and analysis of the plan, resolution of data quality issues, compilation of the report, documentation of minutes, scheduling of meetings, etc.).
• Drive conformance to the Assurance Standard.
• Work with Group teams and drive automation of combined assurance management.
• Continuously stay abreast of industry developments and learnings on the topic of combined assurance.
• Operational and Resilience Risk Framework, Policies and Standards
• Monitor and report on framework, policy and standard implementation status, concerns, and challenges, escalating material issues identified and indicating the level of severity and associated risks.

Education and Experience Required

• Relevant NQF level 7 qualifications or B degree (Operational Risk or Internal Audit advantageous)
• 3 years’ experience in a Financial Institution
• 3 years’ experience in an Operational Risk Environment
• 3 years’ experience in an Assurance Environment (Internal Audit, External Audit, Management Assurance, Quality Assurance, etc.)

Knowledge & Skills: (Maximum of 6)

• Excellent knowledge of Operational Risk Management.
• Skilled in the execution of Operational Risk tasks and usage of all tools.
• Familiar with the dynamic nature of Operational Risk.
• Able to adapt to shifting priorities and work demands, while maintaining a focus on quality of execution and timely, consistent delivery.
• Able to adjust schedule to meet priority ad hoc and/or executive requests, including handling tight deadlines and evolving priorities.
• Capable of handling pressure and responding to feedback in a timely and constructive manner.
• An understanding of the operations of a financial organisation.
• Keeping abreast of changes in industry and developing own competency through continuing education.
• Strong Assurance Execution skills (Internal Audit, External Audit, Management Assurance, Quality Assurance, etc.).
• Exposure to different sizes of reviews (Small, Medium, Large).
• Planning reviews, drafting scope notification letters, defining and agreeing on audit procedures, documenting working papers, raising issues, drafting and finalisation of reports.
• Strong communication skills across various levels of management (from AVP to P level).
• Experience in the assurance lifecycle, data analysis, and process analysis.
• Drafting, socialisation, and finalisation of high-quality reports.
• External candidate: at least 1 to 2 years in a managerial position, having risen through the ranks (e.g., Supervisor, Manager, Assistant Manager) in an Assurance function.

Competencies: (Maximum of 8 competencies)

• Deciding and initiating action
• Persuading and influencing
• Relating and networking
• Presenting and communicating information
• Analysing data (including data analytics and dashboards)
• Planning and organising
• Coping with pressure and setbacks
• Learning and researching

Education

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

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Job Summary

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

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 Commercial relationships through personal and client referrals, Absa Group Limited Group internal networks and fostering greater collaboration within the group; Achieve personal targets for new and existing clients for Transactional Banking, Credit, FX. Make a contribution to referring relevant business to other Absa areas.
• Client service - Manage and Grow Existing Client Relationships: Regular 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. 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 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 Qualification

• NQF7 (FAIS recognised).

Experience Required

• 5-8 years previous experience

Education

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

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Job Summary

• Responsible for creating a future fit strategy and leading a business aligned data team, leveraging and contributing to the broader capabilities of the Chief Data and Analytics Office. Creating a culture of business partnership and solutioning through data and analytics.

Job Description

Experience, Education & Skills required:

• 10+ years leading teams in a similar environment and role.
• Bachelor’s degree in Statistics, Information Systems, Computer Science, Actuarial Science or similar preferred with at least 10+ years related data experience
• Banking / Financial Services experience preferred
• Strong stakeholder management skills
• Ability to lead change in a team
• Analytical and interpretive skills
• Good judgement, problem solving and conflict handling skills
• Strong commercial skills

Key Responsibilities:

• Strategy Formulation and Execution:
• Collaborate with senior leadership to develop and implement data strategies that align with the business unit’s goals.
• Monitor industry trends and competitive landscape to inform strategic decisions and improve market positioning.
• Develop a future fit operating model for the team, considering the long-term vision of the broader Chief Data and Analytics Office.
• Customer Focus:
• Advocate for the customer by leveraging data insights to enhance service offerings and client interactions, either directly in the team or leveraging the broader Chief Data and Analytics Office.
• Implement feedback mechanisms to continuously assess customer satisfaction and identify areas for improvement.
• Foster a culture of innovation by driving initiatives that leverage data to create client-centric products and services. Work closely with cross-functional teams to develop and implement change management strategies.
• Leading Talent:
• Mentor and develop a high-performing team of data specialists.
• Promote a collaborative and inclusive work environment that encourages continuous learning and professional growth and values orientated teams
• Operational Effectiveness:
• Streamline data processes and systems to enhance operational efficiency and effectiveness.
• Data Visualization and Reporting
• Ensure reporting and analytics solutions meet the need of the stakeholders and align to overall Chief Data and Analytics strategy
• Have a deep understanding of best practices when implementing reports and practical experience with Microsoft PowerBI.
• Drive for full automation of all reporting, and continually look for more relevant ways of surfacing insights to stakeholders.
• Analytics and Insights
• Identify opportunities through analytics either directly in the team or by leveraging the broader Chief Data and Analytics Office.
• Foster a culture of self-guided enquiry in the business units.
• Partner with the business units to find solutions and insights to meet specific business challenges.
• Good Governance, Risk, and Compliance:
• Ensure adherence to regulatory requirements and industry standards in all data-related initiatives.
• Develop, follow and enforce policies to protect data integrity and confidentiality.
• Follow best practices for data management and utilization.
• Data Commercialization / Sustainable Growth:
• Identify and pursue opportunities to monetize data assets, enhancing revenue streams through analytics.
• Identify opportunities for business expansion and revenue generation through the effective use of data analytics.
• Collaborate with business units to create data-driven offerings that meet market demands.
• Develop and track key performance indicators to measure growth initiatives and success.

Education

• Bachelor's Degree: Data Science

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Job Summary

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

Job Description

• 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 (Required)

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Job Summary

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

Job Description

• Specialist Advice: :
• Provides specialist technical advice in area of expertise to key (internal and external) stakeholders in support of realising the commercial objectives of the business (may include value proposition design, client and customer engagement and revenue).
• Stakeholder Management:
• Build strong relationships with key (internal and external) stakeholders.
• If in a relationship or revenue-generating role is accountable for developing, maintaining and generating revenue from clients.
• May be the key contact for mid-sized clients and handles complex transactions;
• Partners effectively with key stakeholders to advise them of innovations and developments within their areas of speciality
• Delivers impeccable and timeous service levels
• Collaborates with and coordinates efforts with different Business Units to enable realisation of business objectives
• Control:
• Accountable for complying with all risk management, regulatory and compliance frameworks within area of accountability; Where applicable ensures that colleagues managed are aware of and comply with all compliance requirements.
• People & Culture:
• Where applicable manages and oversees colleagues in area of responsibility; Partners with People function to support the people management strategy for the area with a focus on talent management, development, resourcing and retention.

Education

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

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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)