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 Regional Managers, branch staff and relationship managers in the Personal and Private Banking, Business Banking space through quality interactions (PPB) and Relationship Banking (RB)
To act as a liaison between the Investments Product House and AIFA (Absa Insurance and Financial Advisers)
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)
End Date: February 24, 2026