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⏲ Aug 4, 2017, 4:51 PM
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ARM Life is the Insurance subsidiary of Asset & Resource Management Company Ltd (ARM). Its parent company, ARM is one of the largest non-bank financial services firms in Nigeria with a focus on asset management. Established in 1994, ARM started operations as a traditional asset management company specialising in the management of quoted equities and fixed income securities. We are recruiting to fill the vacant position below: Job Title: Relationship Manager - Private Wealth Management Location: Nigeria Job Summary

The Private Wealth Relationship Manager is responsible for developing new business relationships with HNIs and UHNIs through professional, social and personal networks and in line with the Company’s wealth management strategy in order to increase Company’s market share of the wealth management business.

Principal Duties and Responsibilities

Develop a good understanding of the businesses and services
Active involvement in preparation of financial year budget and development &implementation of strategies to achieve this budget
Continuously monitor developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc
Active involvement and participation in BD and company-wide meetings/forums
Maintain a professional outlook and conduct at all times to project a positive image for ARM
Develop strategies (based on a good understanding of ARM’s business,) to grow the wealth management business and maintain the company’s leading position in the industry
Initiate relationships focused on creating new business for the Firm
Regular communication with Business Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may arise from time to time
Generate new and creative ideas for new product development to broaden the range of investment management service available to existing and potential clients
Promote the products and services offered to HNI & UHNI market
Provide up to date insight on market trends
Identify business opportunities beneficial to the Firm
Transfer market and specific client knowledge to Relationship Managers and other relevant internal stakeholders that would enhance client relationships
Work closely with Product Specialists across the Group and Relationship Managers to sell products and services of the Group

Requirements

Preferred Years of Experience: 9 - 14 year(s)
Education Qualification - Minimum; B.Sc, M.Sc, MBA

Other Requirements:

Suitable candidates must have an established track record of success in a senior role in business development, private banking or wealth management.
The candidate should have a demonstrated ability to establish deep and trusting relationships with people in senior positions, HNIs and UNHIs.
Entrepreneurial experience and an understanding of the wealth management industry would be an added benefit of a candidate’s background.

Required Knowledge, Skills and Abilities:

Excellent communication and interpersonal skills
Very strong presentation skills
Excellent organisation and time management skills
Demonstrable business development experience with HNIs & UHNIs
Good analytical and problem solving skills
Entrepreneurial skills
Ability to work independently and in a team

Job Title: Relationship Manager - Institutional Asset Management Location: Nigeria Job Summary The Institutional Asset Relationship Manager is responsible for:

Managing institutional client relationships by providing investment advice of superior quality and ensuring clients’ investment portfolios are always optimally structured in line with the mandates.
The evaluation, design and oversight of our Institutional clients’ total financial plan. This includes creation and management of Employee’s welfare schemes, Reserve Funds, Asset Liability Management plans, Investment Asset Allocation, and Client reporting.
Conducting comprehensive reviews to analyze financial data and provide recommendations for modifications based on client's risk tolerance, goals, objectives and individual preferences.

Principal Duties and Responsibilities

Develop a good understanding of the business and services
Excellent service delivery to existing clients to ensure we retain current business and increase our share of the clients’ wallet.
Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively matching clients’ investment profile with asset allocation recommendations
Marketing of potential clients (scheme members) to achieve a conversion rate that ensures the Business targets for value of funds under management for the period is achieved.
Active involvement in preparation of financial year budget and development & implementation of strategies to achieve this budget
Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
Work closely with supervisor to understand the strategic direction for the business
Generation of new and creative ideas for new products development, to broaden the range of investment management service available to existing and potential clients
Continuous monitoring of developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc
Active involvement and participation in BD and companywide meetings/forums
Working as a team player by relating well with and providing back-up support to other members of the IAM team
Continuous update of skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, internet and formal training programmes
Maintaining a professional outlook and conduct at all times to project a positive image for ARM IM
Development of a personal scorecard for current and subsequent financial year in line with the business unit scorecard. Report monthly to supervisor on updates on achievements/ goals set on the score card

Daily Activities/Tasks:

Managing existing client relationships
Sourcing new businesses/product development
Reviewing clients’ profiles and financial objectives
Working closely with other units to ensure clients’ expectations are being met

Requirements

Preferred Years of Experience: 5 - 8 years
Education Qualification - Minimum; B.Sc, M.Sc, MBA

Required knowledge, skills and abilities:

Knowledge of Asset & Investment Management and the Financial Services Industry at large.
Good multitasking capabilities
Good analytical and problem solving skills
Issues Management ability
Good telephone manners
Proficiency in the use of Microsoft Word, PowerPoint, Excel and other spreadsheet applications

Generic Skills:

Ability to work well under pressure
Very good interpersonal skills
Excellent verbal and written communication skills
Result-oriented
Service orientation
Customer focus
Good telephone manners

Supervisory Skills:

Client relations
Strong organizational skills

Job Title: Team Member, Relationship Management Location: Nigeria Job Summary

To manage and maintain relationships with top tier Employers and HNIs by providing excellent service delivery, investment advice, innovative thinking, database management, while building a deeper knowledge of the Employers contact persons and HNIs.
This will be geared towards increasing our share of clients’ wallet and building a large referral network.

Principal Duties and Responsibilities Responsible for the following functions:

Build and maintain strategic relationships with the top tier employers by having a deeply rooted relationship with liaison officers, HR Managers, Union executives and top executives.
Regularly engagement of clients both RSA and Retirees.
Encourage and foster new business ideas and innovations; Business Intelligence functions around existing clients and key industries.
Develop a robust understanding of the various employers and their relevant industries, with the aim of providing excellent tailored services unique to them.
Aggressively grow the market share in value (FUM) & numbers (RSA PINs).
Drive comprehensive compliance to Pension Reform Act 2014 and PenCom regulation
Organize periodic interactive sessions and presentations through physical visit and other communication channels.
Track consistent monthly remittance of pension deductions by employers. Device means to reduce unfunded accounts and unprocessed monies for all employers
Manage and grow relationships with State Pension Commissions and Institutional Clients.
Active involvement and participation in BD and company-wide meetings/forums.
Design and implement retention strategies for Employers, PDOs and key influencers.
Continuous update of skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, internet and formal training programmes
Maintaining a professional outlook and conduct at all times to project a positive image for ARM Pensions
Work with supervisor to arrange formal introductions to Employers that will be assigned by sending letters to clients and arranging appointments
Report weekly to supervisor on updates on achievements/ goals set on the score card

Daily Activities and Tasks:

Managing existing Employer relationships
Managing existing HNIs
Sourcing new businesses from referrals and increase business
Reviewing Employers' profiles in a bid to create value adding initiatives.
Working closely with other units to ensure Employers expectations are being met
Maintain a professional outlook and conduct at all times to project a positive image for ARM Pensions

Minimum Qualifications

A University degree
Minimum of one to four years of related experience relationship management and business development
Excellent presentation, communication and interpersonal skills

Competency and Skill Requirements:

Good understanding of the Pension's and financial industry at large
Ability to listen actively and translate thoughts to action
Highly developed Emotional Intelligence
Strong presentation skills
Excellent organisation and time management skills
Good analytical and problem solving skills
Ability to work in a team effectively.
Deep analytical and problem solving experience; Familiarity with data tools
Ability to handle multiple competing priorities in a fast-paced environment
Ability to develop daily, weekly and monthly call plans
Excellent team working and relationship management skills with the ability to manage cross-functional relationships across multiple levels and business units
Highly organized and proactive with a strong attention to detail
Excellent verbal/written communication skills with a “can do” attitude
Strong proficient in all Microsoft Office programs, especially Microsoft Excel

Job Title: Graduate Trainee, Investment Operations Officer Location: Nigeria Job Summary

The Investment Operations Officer is the primary interface between the investment department and all internal and external counterparties (Internally; Fund Accounts, Benefit Payments and Contributions Processing departments, and externally, all transaction counterparties and custodians).

Principal Duties and Responsibilities

The Investment Operations Officer ensures compliance with the department’s standard operating procedures for all transaction processing and execution. The unit has primary responsibility for ensuring transactions are settled and completed and that all documentations are in place and properly stored.
In addition, the Investment Operations Officer is responsible for day to day administrative duties of the department e.g. maintaining and updating credit rating register, corporate actions register, Service Level Agreements with counterparties, portfolio exposure limits, counterparty exposure limits.

Daily Activities/Tasks:

Confirm all previous day’s transactions and other expected inflows across all funds; advice portfolio management team as appropriate
Maintain investment team archives; ensure all transaction justifications, instructions and confirmations are prepared and received when due and are filed correctly and easily retrievable
Maintain and update archives of team strategy documents, agreements, policies etcetera
Prepare daily investment and termination instructions  Confirm daily contributions report;
Update all equity, fixed income and money market investments;
Prepare and maintain daily and monthly asset allocation update;
Weekly collation of all investments;
Conduct monthly reconciliation of team & fund account records/positions
Conduct monthly equity reconciliation between Custodian and CSCS positions; Reconcile and follow up on outstanding dividends and bonuses with custodian, document and report any outstanding and elicit periodic status updates from custodian;
Prepare, update and maintain monthly counterparty exposures versus limits Prepare transaction compliance reports - Monthly equity transaction reports - Monthly primary market fixed income commission reports
Portfolio Treasury Support:
- Support timely and efficient treasury management of all fund portfolios- Ensure portfolio cash balances do not exceed internal limits
- Ensure counterparty exposure limits are not exceeded in money markets
- Advise portfolio management team of cash availability & counterparty exposure limits early in day - Gather daily market interest rates and advise portfolio management team early in day

Required knowledge, Skills and Abilities

Statistical analysis
Strong proficiency in PowerPoint and Microsoft Excel and other MS Office applications.
Ability to develop/help others develop PowerPoint presentations

Generic Skills:

Team player with the ability to think and act independently
Outstanding written and oral communication skills
Quick learner, comfortable dealing with ambiguous and fluid situations
Ability to multi-task; juggle multiple deliverables and perform under very demanding conditions
Independent, excellent attention to detail and organizational skills
Superior analytical & critical thinking skills; ability to make good decisions when faced with complex data
High level of passion, integrity, creativity, inquisitiveness and self confidence

Minimum Qualifications:

0 - 3 years’ experience in support capacity at an investment/brokerage institution
Strong interest in Global Financial Markets and keen intellectual curiosity
First degree in a Numerate field; (preferably in Sciences, Engineering, Economics or Finance.)
Interest in enrolling in, and completing, the CFA program

Job Title: Graduate Trainee Sales Representative Location: Nigeria Job Type: Full-Time Job Summary

Work directly with sales force to implement sales activities for each project

Principal Duties and Responsibilities

Implement Global Sales target by setting personal sales target with line manager so as to achieve set targets
Evaluate sales results and create sales reports in front of Sales and Marketing Director
Collect inquiries, complaints of customers and handle appropriately
Coordinate with legal and finance department within the Group to ensure strict compliance to regulations (external and internal)
Coordinate with sales operations and external agents to speed up payment process of customers as committed in the contract
Conduct weekly and monthly reports to senior management on sales targets, enquiries and clients’ feedbacks
Ensure collections of Sales proceeds in a timely and efficient manner

Deliverables

Settlement of customer complaints
Sales target

Time Allocation:

Sales- 80%
Admin-20%

KPI's:

Total sales Indicator is the overall sales of residential properties done by staff (50%)
% late collections - Indicator will ensure that the sales staff will not only focus on seeking customers to purchase units, but also to ensure that the customers will follow-up with payment (15%)
Coordination with other relevant departments: (15%)
Feedback from direct leader (s) - qualitative judgment (10%)
Customer Relations - managing communication and feedback between customers and Mixta (10%)

Experience and Education

Bachelor's Degree (or equivalent), preferably major in Marketing or Business Administration focusing on Marketing/Sales
0-3 years of experience in real estate sales, especially in domestic market

Skills:

Understand the real estate market and needs of domestic customers
Familiar with the country real estate brokerage market
Understand the business/sales strategies of Mixta, and of real estate industries
Should possess strong communication skills, including the ability to communicate both in the regional language of focus country as well as English

Job Title: Regional Head, Business Development Location: Nigeria Job Summary

Coordinate the sales and relationship management activities in a given region to ensure set targets are met.
In addition, manage and guide the Team Leaders and Sales Executives under the region to execute the firm’s sales/marketing strategy.

Principal Duties and Responsibilities

Set and drive targets for the Team Leaders and Sales Executives in the region Organise periodic training sessions for sales staff in the region
Coordinate and supervise the activities of all Staff in the region
Create and implement detailed strategies on areas of opportunities for organic growth of the business: transfer window, unfunded to funded, State business, NSITF, AVC, Small businesses, Gratuity Scheme Management and offshore pensions transfer
Develop creative ways to position the firm for the transfer window in the Region; especially by focusing on high value target organizations such as CBN & other wellpaying Regulatory Agencies/Parastatals, Oil & Gas Companies, Telecom Companies, Banks, Multinational Companies & DFIs, Conglomerate Companies, Hotels, large Trading Companies, large Construction Companies, etc to meet up with the segment budget for the FY
Create and implement a detailed plan in conjunction with operations and relationship management for the conversion of federal public sector, State and private unfunded to funded accounts in the Region to meet up with the FY budget
Create and implement an AVC pilot plan with the top 1,000 contributor cluster Create and implement a detailed plan for the marketing of the multi fund structure implementation in your Region
Ensure the optimal use of the work tools deployed to all office locations and service centres
Work in conjunction with IT & Operations on the biometrics project and to drive your Region to achieve success of this project
Addressing all internal audit and compliance issues identified by the respective units on your areas of responsibility

Daily Activities/Tasks:

Develop relationships with organizations in the private and public sector
Manage the Team Leaders and Sales Executives in the region and oversee activities of staff in all other departments
Work closely with Sales team to meet set targets
Keep track of competitor activities and recommend strategies to ensure the company remains an industry leader.

Competency and Skills Requirements

Knowledge of Pension/Asset & Investment Management and the Financial Services Industry at large.
Good multitasking capabilities
Presentation skills
Relationship management skills
Demonstrated ability to work autonomously and as an effective team member, including the ability to establish work priorities, meet determined deadlines and commitments, and achieve established goals and objectives
Issues management ability

Generic Skills:

Ability to work well under pressure
Very good interpersonal skills
Good verbal and written communication skills
Result oriented
Service oriented
Customer focused Supervisory Skills
Client relations
Strong organizational skills
Conflict management

Job Title: Financial Accountant Location: Nigeria Job Summary

Joint preparation of the monthly business reporting and annual financial statements for the Board and other key stakeholders
Joint preparation of the annual budget, including review and monitoring of the budget
Contribute to the development and improvement of reporting and analysis to enhance management decision making
Identification and implementation of key business and process improvements

Principal Duties and Responsibilities

Responsible for the preparation of the company’s monthly financial and management accounts.
Interfacing with Tax consultants, Pension Fund Custodians, PenCom and the external auditors of the company.
Develop and implements systems and procedures for capturing financial transactions
Management of Company Income Tax and ensure efficient implementation of the tax policy
Manage and analyse the firm’s expenses and advise management on cost management
Responsible for third party (Bankers, Tax consultants, Pension Fund Custodians, PENCOM) liaison on behalf of the unit
Monitor and ensure adherence to Service Level Agreements by the Team and other parties
Ensure prompt postings of journal entries required for the preparation of management/financial accounts as well as other reports are completed and available for use
Responsible for Fixed Asset Management for the Company
Assist in preparation of the company’s budgets, analyzing results and providing explanations for variances.
Responsible for coordination of the monthly performance reviews (MPR) for all business units.
Coordinate and lead the annual audit process, liaise with external auditors for annual statutory accounts.
Assisting in the enhancement of financial controls and the development of improved reporting systems via automation of operational processes.
Assist in the preparation of financials for board meetings.
Responsible for investigating areas where there are uncertainties in the completeness, accuracy and validity of information in the Balance sheet and Income Statement.
Responsible for analyzing and reporting related party transactions within the group.

Minimum Qualifications

University degree in Social Sciences or any relevant courses i.e Economics, Accounting etc.
ACA or ACCA qualified with minimum of 6years Accounting Experience within the Financial Services Industry or any of the Big 4 Professional Services.

Other Requirements:

Experience with one or more of the following ERP financials applications from a functional design perspective is preferred (not essential): preferably Oracle
Ability and experience to help managers and teams document their current state and develop their future state, using tools like process mapping and other process improvement tools
Practical approach to process/performance improvements, described and executed without jargon
Group facilitation
Statistical analysis
Project Management
Strong proficiency in PowerPoint and Microsoft Excel and other MS Office applications.
Ability to develop/help others develop PowerPoint presentations

Generic Skills:

Strong technical accounting skills and knowledge of accounting standards
Advanced excel skills
High level of IT literacy and familiarity with Business Intelligence and ERP systems
Strong focus on continuous improvement and automation of financial processes
Attention to detail and ability to work as part of a team Excellent communication skills

Supervisory Skills:

People relations
Strong organizational skills

Job Title: Primary Portfolio Manager, Senior FI Analyst Location: Nigeria Job Type: Full-Time Job Summary

The primary job function will entail performing quantitative and qualitative evaluation of the Fixed Income universe. The ideal candidate should be able to conduct fundamental and technical analysis with the aim making investment recommendations. The area of coverage would not be limited to domestic Fixed Income assets but extend to regional and global markets. It will be required from the candidate to provide assistance in the coverage of Equities, Private Equity and Infrastructure assets and actively participate with the generation of investment ideas and implementation.

Principal Duties and Responsibilities

Build quarterly Fixed Income model portfolios and regularly develop investment strategies based capital market expectations as well as current trends/themes. Prepare frequent credit reports on sovereigns and corporate.
Build and maintain proprietary models to guide investment decision making. Assist the Head, IM in implementing the recommended investment ideas and seek best execution from brokers.
Tracking portfolio performance & monitoring of implemented strategies
Preparing and making regular presentations on the economy, industry trends, portfolio performance and market outlook to Executive Management, Investment Management Committee, Board of Trustees, Staffs, etc
Working closely and supporting business development team on client relationships and achieving business strategic objectives.
Anchor the auditing of the Investment Management team by external and internal auditors as well as regulators.
Responsible for the career development of assigned Graduate Trainees and Analyst

Required knowledge, skills and abilities

Knowledge of the local and global financial service industry dynamics including regulations, legislations and operating environment.
Understanding of nonbank financial service operations, policies and procedures.
Problem solving and analytical abilities inclusive of statistics, data analysis and technical skills
Experience with automated financial systems, including a general ledger and financial reporting software (Bloomberg, Reuters, Hiport etc)
Good knowledge of MS Excel as an analytical tool and other MS Office Applications, including macro driven processes
High integrity level and good decision making ability.
Exceptional attention to detail.
Good communication, interpersonal, presentation and facilitation skills.
Selfmotivated with a strong drive, and commitment to achieving agreed objectives.

Supervisory Skills:

Client relations
Strong organizational skills

Minimum Qualifications

Minimum of Six (6) years’ relevant working experience in Research, Investment Management and Trading (specializing in Fixed Income).
A First Degree in Economics, Accounting or Applied Sciences. Master Degree would be an added advantage.
Qualified Chartered Financial Analyst or a registered student for the CFA exams.
The candidate should have excellent modeling, writing, presentation, communication and interpersonal skills. Proficiency in the use of Bloomberg will be essential.

Job Title: Fund Account Officer Location: Nigeria Job Type: Full-Time Job Summary

Responsible for all aspects of accounting for Retail Funds and/or Institutional Funds

Principal Duties and Responsibilities

Booking and Authorization of investment transactions.
Report rendition to Regulator & Fund sponsors.
Fund Valuation and pricing.
Reconciliation of the assets under management against the CSCS statement and Portfolio valuation from Custodians.
Generation of Fund Performance Reports.
Liaise with auditors, regulator and other counter parties on issues relating to the assets under management.
Develops, updates and oversees implementation of policies, procedures, standards & process for the unit

External:

Pension Fund Custodians
National Pension Commission
Auditors

Internal:

MD/CEO
Operations Dept
Investment Administration Dept
Internal Audit Dept
Compliance Dept
All Unit Heads

Minimum Qualification

A good First Degree in any discipline

Required Knowledge, Skills and Abilities:

Basic Accounting Knowledge
Knowledge of the Financial Instruments.
Good multitasking capabilities
Time management
Good analytical and problem solving skills
Good telephone manners
Basic Microsoft Word and Excel skills

Generic Skills:

Ability to work well under pressure
Good interpersonal skills
Result-oriented
Service orientation
Customer focus
Organization and coordination skills
Coaching and people management
Team building/conflict management

Job Title: Fund Account Officer Location: Nigeria Job Type: Full-Time Job Summary

Responsible for all aspects of accounting for Retail Funds and/or Institutional Funds

Principal Duties and Responsibilities

Booking and Authorization of investment transactions.
Report rendition to Regulator & Fund sponsors.
Fund Valuation and pricing.
Reconciliation of the assets under management against the CSCS statement and Portfolio valuation from Custodians.
Generation of Fund Performance Reports.
Liaise with auditors, regulator and other counter parties on issues relating to the assets under management.
Develops, updates and oversees implementation of policies, procedures, standards & process for the unit

External:

Pension Fund Custodians
National Pension Commission
Auditors

Internal:

MD/CEO
Operations Dept
Investment Administration Dept
Internal Audit Dept
Compliance Dept
All Unit Heads

Minimum Qualification

A good First Degree in any discipline

Required Knowledge, Skills and Abilities:

Basic Accounting Knowledge
Knowledge of the Financial Instruments.
Good multitasking capabilities
Time management
Good analytical and problem solving skills
Good telephone manners
Basic Microsoft Word and Excel skills

Generic Skills:

Ability to work well under pressure
Good interpersonal skills
Result-oriented
Service orientation
Customer focus
Organization and coordination skills
Coaching and people management
Team building/conflict management

Job Title: Customer Experience Officer Location: Any City, Nigeria Job Type: Full-Time Job Summary

Attend to all issues identified by a Client using product knowledge Provide support to the Business Development Team within your location Ensure timely and factual communication with Clients Prompt resolution of all complaints received and escalate where necessary.

Principal Duties and Responsibilities

Attend to walk-in Client (enquiries, requests, and complaints) and ensure that their issues are met and resolved timely whilst meeting their expectations Send & respond to incoming mails
Register incoming and outgoing Mails from courier services
PIN generation for newly registered Clients
Authorization of update forms before forwarding to DMU
Process complaints/request received from Marketing Executive
Exploiting customer interactions to solicit sales lead for the Business Development units
Receive inbound calls and SMS from clients; process their enquiries & complaints providing relevant information
Office Maintenance: - Serves as distribution channel for incoming and outgoing mails/documents
Compute Retiree Benefits and advise on Withdrawal Options
Turnaround Time (TAT) management

Qualification

Minimum of B.A., B.Sc, HND qualification

Languages:

Must be fluent in- Igbo, Hausa

Competencies:

Basic understanding of Financial Service Industry (esp. Asset Management) and familiarity with the Firm’s products and services
Commendable knowledge of pension regulations and the regulatory structure in the Nigerian business environment Excellence Client Relationship Management
Strong organizational skills
Service orientation
Customer focus

Communication:

Excellent written and oral communication skills
Exceptional attention to detail

Interpersonal Skills:

Ability to build strong working relationships with internal and external stakeholders
Ability to effectively work independently and/or collaboratively to accomplish assignments with minimal supervision

Motivation and Commitment:

Self-starter
Commitment to quality
Strong work ethic
Result-oriented
Ability to work well under pressure

Computing:

Proficiency in the use of Microsoft Word, PowerPoint, Excel and other spreadsheet applications

How to Apply Interested and qualified candidates should: Click here to apply Application Deadline: 6th August, 2017.

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