Lending Specialist

FirstRand group; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in Cape Town seeks an experienced professional for financial analysis and client relationship management. The ideal candidate will have an NQF7 degree and 7-10 years' experience in structured lending products. Responsibilities include developing client relationships and preparing performance reports. Commitment to employment equity and support for individuals with disabilities is emphasized.

Qualifications

• 7-10 years’ experience maintaining and growing wealth clients with structured lending products.

Responsibilities

• Responsible for financial analysis, risk management, portfolio management, planning and forecasting.
• Develop strong client relationships and offering customized lending solutions.
• Collaborate with Wealth Managers to enhance the structured lending business and profitability.
• Prepare reports on portfolio performance and risk metrics for stakeholders.

Skills

Financial analysis

Risk management

Client relationship management

Portfolio management

Education

NQF7 Level Degree in Finance, Economics or Accounting

Completed RE5 qualification

Job description

Description

• Responsible for financial analysis, risk management, portfolio management, planning and forecasting.
• Develop strong client relationships and offering customized lending solutions.
• Collaborate with Wealth Managers to enhance the structured lending business and profitability.
• Prepare reports on portfolio performance and risk metrics for stakeholders.

You will be an ideal candidate if you :

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Have 7-10 years’ experience maintaining and growing wealth clients with structured lending products.

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

03 / 11 / 25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.