Investment Specialist

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.

• 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.
• 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.
• 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.
• To train Advisers and their staff on Investments Product House products, systems and processes.
• To support the AIFA Regional Manager with their sales initiatives.
• To improve service delivery to the Adviser by escalating and resolving relevant queries.
• To document a formalised Service Level Agreement with Advisers and Regional Managers.

• 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.