Senior Manager: Investment Distribution Supp
22 hours ago
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
Drive the call to action across the business for below the line marketing initiatives while ensuring sales force is supported with market leading training and development.
Job Description
Grow and retain the A&I customer base
Support AIFA and Absa Wealth client engagement by providing input towards advice, comparisons, presentations and client proposals as well as client complaints resolution. Periodically meeting with clients if required.
Create Value for our Customers, Stakeholders & Shareholders via the 3 pillars of Business Development
Support
Fulfill all responsibilities included in the Service Level Agreements between Absa Wealth and AIFA by supporting Advisers, Wealth Managers & support Consultants with general & technical queries, individual training, advice, fund/ product comparisons, client discussions and providing input on correct completion of the Record of Advice
Train and Coach
Design and deliver training relating to RDR requirements, investment planning tools and general market and product investment subject matter for AIFA and Absa Wealth. Training sessions to include a minimum of 5 candidates.
Governance
Create awareness and facilitate AIFA governance rules by way of Deal Forum participation. Participate in Wealth Round Robin Deal Forums as required. Ensure risk is mitigated by ensuring Records of Advice contain all information and disclosures as required by the Act. Assessment of product and fund exception requests and escalate product and fund compliance breaches.
Compliance
Regulatory
Complete all regulatory assessments required in terms of RDR and other applicable legislation relevant to representatives of AIFA.
FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
FSCA-Approved Qualification
Regulatory Exam for Representatives (RE5)
Experience As Per the FAIS Act
Product Specific Training once Onboarded
Class Of Business Training
Continuous Professional Development
Attest To Honesty, Integrity, and Good Standing
Education
Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
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