Analyst, Portfolio, Enterprise Banking

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

Job summary

A leading financial institution in South Africa seeks a professional for day-to-day administration of portfolio management and sales operations. The role involves ensuring compliance and serving as the key contact for clients. Ideal candidates should have a FAIS Representative license and experience in relationship and commercial banking.

Qualifications

• Experience in Relationship Banking (Client Coverage) and Business & Commercial Banking is essential.

Responsibilities

• Support the Banker Enterprise with day-to-day portfolio administration.
• Ensure compliance requirements within the portfolio are met.
• Act as a contact point for the client, providing sales and service fulfillment.

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

Job description

Overview

Support the Banker Enterprise (Portfolio & Multi-Channel) with day-to-day administration of portfolio management, sales operations, and credit management functions for an allocated portfolio. Ensure all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service fulfillment aligned to segment targets.

Qualifications

• Licenses & Certifications: FAIS Representative
• Experience: Relationship Banking (Client Coverage), Business & Commercial Banking

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

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

Additional Information

Remote Work: No

Employment Type: Full-time

All recruitment processes comply with applicable local laws and regulations. No money or payment is requested as part of our recruitment process. If you experience this, please contact our Fraud line.

Vacancy

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