Analyst, Portfolio, Enterprise Banking

Standard Bank Group; Mbombela; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in Mbombela seeks a candidate to support day-to-day portfolio management. This role involves managing compliance for clients while enhancing sales and service fulfillment. Applicants should have relevant financial services experience and FAIS certification. The position is full-time and onsite.

Qualifications

• TBC Licenses & Certifications: FAIS Representative
• Experience in Relationship Banking (Client Coverage)
• Business & Commercial Banking experience.

Responsibilities

• Support with day-to-day administration for portfolio management.
• Act as a contact point for clients providing sales and service.
• Ensure compliance requirements within the portfolio are met.

Skills

Financial Services

Cash Flow Analysis

Banking

Corporate Finance

Analysis Skills

Microsoft Powerpoint

Securities Law

Investment Banking

Private equity

Financial Analysis

Financial Modeling

Bloomberg

Education

FAIS Representative License

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 : TBC Licenses & Certifications : FAIS Representative

Experience Required

Relationship Banking (Client Coverage)

Business & Commercial Banking

Additional Information :

Behavioural Competencies :

• Adopting Practical Approaches
• Articulating Information
• Checking Things
• Developing Expertise
• Embracing Change
• Exploring Possibilities
• Following Procedures
• Interpreting Data
• Meeting Timescales
• Producing Output
• Team Working
• Upholding Standards

Technical Competencies :

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

Please note : All our recruitment processes comply with the applicable local laws and regulations.

We will never ask for money or any form of payment as part of our recruitment process. If you experience this please contact our Fraud line on 27 or

Remote Work : No

Employment Type : Full-time

Key Skills

Financial Services,Cash Flow Analysis,Banking,Corporate Finance,Analysis Skills,Microsoft Powerpoint,Securities Law,Investment Banking,Private equity,Financial Analysis,Financial Modeling,Bloomberg

Experience : years

Vacancy : 1