Investments Manager

1 week 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

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

Job Description

OPTIMISED BUSINESS FROM EXISTING INVESTMENT CLIENTS
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.
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.

Knowledge and Skills
Liquidity Products
Sales
Technical Skills
Understanding of Risk and Return
Strong written and verbal communication skills in the language business conducted in

Competencies
Deciding and initiating action
Learning and researching
Entrepreneurial and commercial thinking
Relating and networking
Persuading and influencing
Delivering results and meeting client expectations

Experience
Investments
Banking (5 to 10 years)
Public Sector
Islamic Banking
Pricing

Qualifications
RE5 FAIS Accreditation
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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