Senior Manager: Investment Distribution Supp

3 weeks ago

Johannesburg, South Africa Absa Group Full time

Senior Manager: Investment Distribution Supp (FAIS) Absa Group Empowering Africa’s tomorrow, together…one story at a time. Job Summary Drive the call to action across the business for below‑the‑line marketing initiatives while ensuring the 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 toward advice, comparisons, presentations and client proposals as well as client complaints resolution. Periodically meet 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. Assess product and fund exception requests and elevate product and fund compliance breaches. Compliance: Complete all regulatory assessments required in terms of RDR and other applicable legislation relevant to representatives of AIFA. Regulatory: FAIS Fit and Proper Requirements applicable to this role (Advice and Intermediary Service) which include FSCA‑Approved Qualification, Regulatory Exam for Representatives (RE5), experience as per 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 and Professional Qualifications: Business, Commerce and Management Studies (Required) EEO Statement 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 toward 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 Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales Industries Banking and Financial Services Referrals Referrals increase your chances of interviewing at Absa Group by 2x. #J-18808-Ljbffr

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