Third Party Fund Management Specialist

2 weeks ago

Sandton, South Africa Absa Bank Limited Full time

Bring your possibility to life Define your career with us
- 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

We are looking for a seasoned professional in order come and provide “Solutioning and Advisory” services to third party investment clients.

**Job Description**:
Description:
Your key accountabilities in this role will include;

Solutioning and Advisory;
- Support the Relationship Executive in driving business development, achieving investment sales targets and growing the investment book.
- Support the Relationship Executive in selling investment products through providing specialist product input and offering relevant product solutions/alternatives to clients within the statutory and regulatory frameworks
- Visit (potential and or existing) investment clients with or without the Relationship Executives in order to conclude the origination of investment product sales and execute prospective sales opportunities.
- Optimise the profitability and sustainability of a portfolio of investment clients over the long term through innovative solutioning. This will include pricing of cheque / transactional accounts across the different portfolio verticals

Marketing;
- Work with the Relationship Executive to create and maintain an annual client management plan.
- Network with prospective investment clients such as external business chambers and forums to generate leads.

Lead Generation and Lead Management;
- Obtain and follow-up on leads received from the Relationship Executives through providing investment product solutions.
- Identify new leads from marketing and networking opportunities and work with the relationship Executive to pass on leads obtained and maximise cross selling

Risk Management;
- Adhere to all internal audit and SOX compliance requirements through implementing risk policies in tasks e.g. completion of indemnities, procedures, listings, etc.

Send in your CV if you have the above experience as well as;

a B Degree with majors in Finance, Economics, or Banking
- Minimum of 4 years’ experience in Investments/Treasury Environment.
- 3 - 5 years General Banking experience will be an added advantage

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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