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Analyst, Portfolio, Enterprise Banking

Standard Bank Group

Durban

On-site

ZAR 200,000 - 300,000

Full time

2 days ago
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Job summary

A leading financial services group in Africa seeks an individual to support Enterprise Banking as a point of contact for clients. This role involves managing day-to-day portfolio tasks, ensuring compliance, and delivering high-quality service and sales support. Candidates should possess a relevant bachelor's degree and experience in business banking, with strong financial acumen and customer service skills. This position offers a chance to work with a talented team dedicated to client satisfaction and professional growth.

Qualifications

  • Bachelor's degree in a relevant field (Finance, Business, etc.) is typically required.
  • Experience in Enterprise or Business Banking is preferred.
  • Familiarity with banking products such as loans and treasury services.

Responsibilities

  • Support day-to-day administration and portfolio management for the Banker.
  • Ensure compliance requirements are met and serve as the client contact point.
  • Provide sales and service fulfillment aligned with segment targets.

Skills

Risk Management
Financial Acumen
Customer Service
Problem Solving

Education

Bachelor's Degree in Finance
Bachelor's Degree in Business Administration
Bachelor's Degree in Accounting
Bachelor's Degree in Economics
Bachelor's Degree in Banking and Financial Services

Tools

Business Banking Systems

Job description

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service fulfilment aligned to segment targets.

Qualifications

  • Educational Requirements and Experience
  • Bachelor’s Degree: A minimum of a bachelor's degree in a relevant field is typically required. This may include:
  • Finance
  • Business Administration
  • Accounting
  • Economics
  • Banking and Financial Services
  • Mathematics or Statistics (for roles involving more data analysis)
  • Certification-FAIS
  • Experience

Experience in Enterprise Banking (or Business Banking): Familiarity with the products and services offered to businesses (e.g., loans, credit, treasury services) and an understanding of the specific challenges faced by enterprises of different sizes.

Additional Information

Behavioural Competencies:

  • Adopting Practical Approaches
  • Articulating Information
  • Checking Things
  • Developing Expertise
  • Embracing Change

Technical Competencies:

  • Account Opening & Maintenance
  • Evaluating Risk Management Effectiveness
  • Financial Acumen
  • Product and Services Knowledge
  • Product Related Systems (Business Banking)
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