Job Summary

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

Job Description

• Stakeholder Management: Actively promote and manage the collaborative engagement of internal and external stakeholders, including regulators, suppliers, clients, service providers, business partners and other Absa entities.
• Customer service and retention action: Make use of the Financial Needs Analysis tool (standardised format) provided to conduct a comprehensive risk evaluation for the client.
• Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate solution(s) to address any gaps.
• Generate and discuss the appropriate solution in writing (quotation) with the client, complete the necessary.
• Compliance and Risk Management: Determine reasons for the problems.

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)

End Date: November 27, 2025