Sales Support Consultant: Private Wealth

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- 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

Overall job purpose

**Job Description**:
Key accountabilities

Accountability: Portfolio Support
- Log compliments and complaints on CCP (including Fraud incidents)
- Remediate faulty securities, outstanding KAMLS and manage FICA listings on existing portfolio
- Finalize outstanding HOC within own portfolio
- Facilitate temporary resident approvals and completion of any requests to finalize the transactions
- Attend to PEPs and high risk customer accounts managed in line with Credit Lending and compliance principles
- Maintain continuous feedback to Private Wealth Bankers on a minimum daily basis on all outstanding/pending matters
- Assist with client requests including AVAF, Home loans, and Credit Card and follow up as necessary
- Perform 2nd tier quality checking for documents to be sent to Customer Middle Office (CMO)
- Dispatch documents to CMO for quality checking
- Obtain client documents for walk-in clients and Private Wealth Banker visits
- Forward requests to Sales Processing and Fulfilment and maintain benchmark norms
- Attend to walk-in clients and fully support Bankers in taking full ownership of all NON-SALE activity
- Manage Queries sent to Private Assist and ensure resolution and attend to all out of scope queries

Accountability: Portfolio Analytics and Sales
- Prepare client interview pack as per agenda set by Banker for meeting
- Monitor client portfolio activity as per daily, weekly and monthly reports
- Identify opportunities for up
- sell and cross
- sell of products (within regulatory compliance) and refer to Banker via LRS
- Assist in facilitating and promoting Sales and other campaigns (internal and
- National) in customer interaction
- Analyze documentation to ensure adherence to Client Value Proposition and product offering
- Interact with internal stakeholders for holistic solutioning of clients’ needs and manage internal stakeholders in terms of the Service Level Agreements
- Conduct pre credit assessment and Post Sales Reviews to ensure effective end to end finalization of all related transactions
- Ensure maintenance and updating of LRS system
- Assist with client contact plan as per business processes (i.e. contact clients as specified by the relevant Bankers)
- Conduct a welcome call to clients post on-boarding and where business is fulfilled (i.e. new AVAF account opened, update Card as proof of call)

Accountability: Credit Decisions and Risk Monitoring
- Draw client enquiries and obtain any outstanding information
- Finalize credit and financial checks in line with the requisite norms and standards
- Support the bankers in overall monitoring of the portfolio from a risk perspective
- Monitor referral listings daily and liaise with bankers to finalize
- Conduct portfolio reviews on lending products
- Ensure optimal pricing on clients’ accounts for best non-interest revenue (and identify opportunities for new business)
- Ensure that external home insurance vetting is managed within business processes and practice notes guidelines

Accountability: Suite Administration
- Support monthly/quarterly/half-yearly checks e.g. collateral / cards
- Provide weekly feedback to the management team on quality and SLA adherence (Stakeholder SLA Management and Productivity SLA management (turnaround times)
- Perform Back Office Teller processing including processing of journals
- Participate in Basel reporting and related administration
- Provide support in respect of opening and closing procedures if required
- Act in the role of OHS (First Aid, Fire Marshall etc) if required
- Action adhoc requests within the scope of the function to “make the lives of our internal and external customers easier”

Accountability: Personal Development
- Continuously upskill oneself on Products, system enhancements, compliance and/or regulatory requirements in order to adhere to the required quality standards to provide a world-class service.
- Keep abreast of updates (circulars, bulletins and manuals) as well as policies and procedures within the Private Banking environment, on a daily basis.
- Develop knowledge and skills identified in the MyContribution Individual Development Plan as required.
- Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to Absa’s Values and Vision.

Education

Higher Certificates and Advanced National (Vocational) Certificates: Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_