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
The objective of the Investment Specialist is to be a specialist partner to the adviser’s business in Advice and Investments. Furthermore, to empower and influence advisers through specialized knowledge to enable them to give superior service and add value to clients and the broader Advice and Investments (A&I) business.Job Description
Relationship Management
- To build and maintain meaningful relationships with Advisers, AIFA (Absa Insurance & Financial Advisers), Regional Managers, branch staff and relationship managers in the Personal and Private Banking (PPB), Business Banking and Relationship Banking space through quality interactions
- To act as a liaison between the Investments Product House and AIFA
- Adviser visits as agreed with the adviser in the service level agreement
- Bi-annual IPSOS surveys to be conducted as a measure of service quality with Advisers
Target Achievement
- To facilitate business growth by assisting the Adviser to put strategies in place to achieve net flow targets, commission targets, AUM/AUA growth and Wills targets
Practice Management
- To contribute to business revenue by using Practice Management tools to ensure that there is always an opportunity available for an Adviser to make a sale through cross-selling opportunities.
- Practice View
- Business Plans
- Campaign management
- Ad hoc product compliance guidelines as requested by the Adviser
- To ensure that Advisers understand our advice philosophy
- To assist Advisers to increase needs met growth in Relationship Banking and Everyday Banking (Strategic Initiative)
Training & Product Knowledge
- To train Advisers and their staff on Investments Product House products, systems and processes
- To ensure that Advisers understand the investment philosophy, house solutions and funds
- To keep abreast of the markets and investment domain
- To source information on competitors as a way of gaining competitive advantage
- To update the Adviser on all process changes
- To update the Adviser on any product enhancements including pricing
- To engage branch staff by doing branch presentations on product and investment principles
- To support Digital and Online adoption strategies through training and campaigns
- Engage in quarterly product assessments to keep abreast of all products, process and system changes
- Liaise with Investments Product House regarding regular intermediary engagements
Sales Support
- To act as a liaison between the product house and the adviser force
- To support the AIFA Regional Manager with their sales initiatives
- To provide support on tools and information that will assist the Adviser in selling Investment products
- To improve service delivery to the Adviser by escalating and resolving relevant queries
- To facilitate book and client transfers to the product house platform
Collaboration
- To collaborate with product house stakeholders to provide input on product enhancements
- To collaborate with the Legal and Advisory and Risk Specialist to close business opportunities and retain clients
- To collaborate with the AIFA Regional Manager to coordinate campaigns and competitions in the regions
- To document a formalised Service Level Agreement with Advisers and Regional Managers
- To support regional and national campaigns and competitions
Required Education and Experience
- Bachelor’s degree or NQF 7 equivalent
- Up to 3-5 years' experience in a similar role or Investments related exposure
- FAIS Fit and Proper requirements applicable to this role
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
Absa Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Absa Group and has not been reviewed or approved by Absa Group.
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Healthcare Strength — Medical aid, group life, disability, and funeral cover are described as comprehensive, with features such as terminal‑illness advances and beneficiary grocery benefits. Wellness and assistance offerings support overall financial and personal wellbeing.
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Retirement Support — A pension fund and group retirement arrangements are positioned as core benefits within fixed remuneration. Retirement coverage is embedded alongside other protections as part of standard employment.
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Equity Value & Accessibility — Employee share‑ownership (eKhaya) and equity‑linked awards broaden wealth‑sharing, with dividends or cash‑equivalent participation in some markets. This provides longer‑term value beyond base pay.
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What We Do
Absa Group Limited (Absa) has forged a new way of getting things done, driven by bravery and passion, with the readiness to realise growth on the African continent and beyond. We’re a truly African brand, inspired by the people we serve in Botswana, Ghana, Kenya, Mauritius, Mozambique, Seychelles, South Africa, Tanzania, Uganda, and Zambia. We also have representative offices in China, Namibia, Nigeria and the United States, as well as securities entities in the United Kingdom and the United States, along with technology support colleagues in the Czech Republic.
