Adviser Virtual

4 days ago

Sandton, South Africa Absa Bank Limited 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 Summary

Provide specialist advice and support in the implementation/development of operational planning and associated service delivery processes, methods and techniques.

**Job Description**:
Stakeholder Management:

- Actively promote and manage the collaborative engagement of internal and external stakeholders, including regulators, suppliers, clients, service providers, business partners and other Absa entities.

Customer service and retention action:

- Make use of the Financial Needs Analysis tool (standardized format) provided to conduct a comprehensive risk evaluation for the client Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate solution(s) to address any gaps.
- Generate and discuss the appropriate solution in writing (quotation) with the client, complete the necessary.
- Compliance and Risk Management - reasons for the problems

Minimum requirements
- FAIS Fit & Proper requirements met
- Full Short-Term Insurance Qualification, (minimum NQF 4 / 120 credits),
- RE 5 (requirement) and RE 1 (advantage),
- Must have a proven track record of working with high-net worth / wealth clients

Education

Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_

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