Senior Manager: Investment Distribution Supp
2 weeks ago
Job Summary Drive the call to action across the business for below the line marketing initiatives while ensuring sales force is supported with market leading training and development. Job Description Grow and retain the A&I customer base Support AIFA and Absa Wealth client engagement by providing input towards advice, comparisons, presentations and client proposals as well as client complaints resolution. Periodically meeting with clients if required. Support Fulfill all responsibilities included in the Service Level Agreements between Absa Wealth and AIFA by supporting Advisers, Wealth Managers & support Consultants with general & technical queries, individual training, advice, fund/ product comparisons, client discussions and providing input on correct completion of the Record of Advice. Train and Coach Design and deliver training relating to RDR requirements, investment planning tools and general market and product investment subject matter for AIFA and Absa Wealth. Training sessions to include a minimum of 5 candidates. Governance Create awareness and facilitate AIFA governance rules by way of Deal Forum participation. Participate in Wealth Round Robin Deal Forums as required. Ensure risk is mitigated by ensuring Records of Advice contain all information and disclosures as required by the Act. Assessment of product and fund exception requests and escalates product and fund compliance breaches. Compliance & Regulatory Complete all regulatory assessments required in terms of RDR and other applicable legislation relevant to representatives of AIFA. 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 Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required). Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank. Absa Bank Limited reserves the right not to make an appointment to the post as advertised. Seniority level Not Applicable Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr
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Sandton, South Africa Absa Group Full time R1 200 000 - R2 400 000 per yearEmpowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...
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Senior Manager: Investment Distribution Supp
3 weeks ago
Sandton, South Africa Absa Bank Full time### **Empowering Africa’s tomorrow, together…one story at a time.**With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.**Job...
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Investment Distribution Support Administrator
3 weeks ago
Sandton, South Africa Momentum Full timeInvestment Distribution Support Administrator Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment...
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Channel Distribution Manager
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Sandton, South Africa Moving Heads Personnel Full time**Financial Services / Insurance experience Essential** **Channel Distribution Manager** **Sandton** Responsible for supporting and promoting Investment funds in the retail investment market. - Acts as regional technical specialist for all queries related to Investment Group funds via the PF channels (BD, AFD & PFA). - Assist planners to choose most...
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Distribution Support Administrator
1 week ago
Sandton, South Africa Momentum Distribution Services Full time**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.**Role...
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Sandton, South Africa Momentum Full timeInvestment Distribution Support Administrator MMH -4 Role Purpose The Investments Distribution Support Administrator provides quick and accurate administrative support to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements....
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Senior Investment Officer Sandton
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Supply and Distribution Manager
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