Job Summary

• The objective of the Investment Specialist is to be a specialist partner to the adviser’s business in the area of 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 Advice and Investments.

Job Description

• Relationship Management:
• To build and maintain meaningful relationships with advisers, AIFA Regional Managers, branch staff and relationship managers in the Private Banking, Business Banking and Everyday Banking space.
• To act as a liaison between Absa Investment Management Services (AIMS), Glacier and the adviser.
• Bi Annual ISPOS surveys to be conducted.
• Intermediary engagements and development.
• IPSOS Survey.
• Target Achievement:
• To assist the adviser to put strategies in place to achieve AIMS and Glacier net flow targets, commission targets, AUM/AUA growth targets.
• Business volumes and growth.
• Practice Management:
• To analyze the adviser’s book to identify cross selling and upselling opportunities.
• Practice Management.
• Business Plans.
• Campaign management.
• To ensure that advisers understand our advice philosophy.
• To assist advisors to increase needs met growth in Relationship Banking and Everyday Banking(Strategic Initiative).
• Training & Product Knowledge:
• To train advisers and their staff on Retained and Transferred Lisp products, systems, and processes.
• To ensure that advisers understand the business investment philosophy, house solutions and funds.
• To keep abreast of the markets and investment domain by reading relevant material.
• 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 investment principles.
• To encourage Digital and online adoption.
• Quantity and quality of adviser visits, product positions seminars/engagements and product related training and conduct Quarterly Investment specialist knowledge assessments.
• Quantity and quality of adviser visits, product positions seminars/engagements and product related training.
• Knowledge Assessment of Broker Consultants; and
• Digital and online adoption and support.
• Sales Support:
• To act as a liaison between the Aims/Glacier Investment Cluster, product manufactures and the adviser force.
• To support the AIFA RM 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 client transfers to the Investment platforms of Glacier.
• Collaboration:
• To engage with Absa Investment Management Services and Glacier stakeholders and provide input on product enhancements.
• To work together with the Legal and Advisory Specialist and the Risk Specialist to close business opportunities and retain clients.
• To collaborate with the AIFA RM to coordinate campaigns and competitions in the regions.
• To document a formalized Service Level Agreement with advisors and RM’s.
• To support regional and national campaigns and competitions.

Education and Experience Required:

• Bachelors Degree and Professional Qualifications.
• Minimum 5 years’ experience in the investment industry.  
• Post Graduate Diploma in Financial Planning will be advantageous.

Education

• Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)