Investment Manager

2 days ago


Umhlanga, 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

Manage relationships with existing clients to ensure optimal income streams and profitability uplift from existing portfolio.
Manage the re-investment book to identify opportunities to optimize income by way of margin management.
Further identify opportunities to increase share of wallet from existing base.
Alignment with the Bank’s funding model by identifying Demand Deposits that may be converted into Fixed Term Options thereby providing longevity to the Investment Book. This will be done on a case-by-case basis to ensure mínimal margin erosion.

Job Description

NEW INVESTMENT CLIENTS AND REVENUE GENERATION

Grow Absa's Deposit market share and footprint in the region through acquisition of profitable and sustainable new investments

Effectively market the investment product range.

Develop and manage sales strategies relating to Investment Portfolio Management.

Implement sales strategies and operational plans

Proactively build a network that will facilitate the generation of new leads

Proactively research and create target lists for the new business in conjunction with the Banker and other Internal Stakeholders

SERVICE DELIVERY AND CLIENT QUERY RESOLUTION

Provide and maintain excellent service to investment clients across all Segments.

Respond to queries/needs in prompt and appropriate manner so as to ensure no client complaints.

Aligning to the SLA of the Processing and Fulfillment Teams.

No regrettable losses due to interest claims as a result of service failure.

ALIGNMENT AND ENGAGEMENT WITH INTERNAL STAKEHOLDERS

Act as central point of coordination between Treasury, Pricing and the Product Team.

Attend all relevant Investment meetings to ensure alignment with process and compliance.

Experience and Education Requirements

Investment Management

Banking (5 to 10 years)

Public Sector

Commercial Banking (Small, Medium and Large Business)

Pricing

RE5 FAIS Accreditation (RE1 Beneficial)

NQF 7 (Degree/Diploma)

Education

Bachelor's Degrees and Advanced Diplomas: 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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