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
To provide specialist advice & support in the collection & analysis of investment information that enables decision making & provides a sound basis for recommendation formulation, through the execution of predefined objectives as per agreed SOPs.
Job Description
Key Accountabilities:
- Download and organize financial reports and correspondence from Funds, managers, delivered to the team email account.
- Maintain and organize client contact information in CRM.
- Maintain storage and organization of client documents.
- Undertake general administration duties including arranging meetings on behalf of the team and booking meeting rooms.
- Review specific types of investment recommendations and determine the most appropriate action.
- Enhance and build strong and long-lasting relationships with beneficiaries/clients in relation to the transaction types providing excellent customer service.
- Work is prepared and completed in line with the procedures, deadlines, and policies in place.
- Complete Investment subscriptions, redemptions, and switches within and between fund managers and managed accounts including foreign exchange.
- Actively manage the integrity of the data by implementing data scrubbing and consolidation procedures.
- Assist with the day-to-day queries from Front Office, escalating issues to relevant internal parties when necessary managing expectations to ensure any problems are addressed and solutions agreed.
- Assist in developing controls and procedures and promote innovative methods/system approaches to meet business needs.
Role / Person Specification
- 2 - 3 years of experience in a similar environment at junior specialist level.
- Advanced Diploma or Bachelor's degree (Finance major).
Education
Higher Diplomas: 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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