Wealth Credit & Securities Analyst

Sanlam; Krugersdorp; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A major wealth management firm in Krugersdorp seeks an experienced professional to analyze client investment portfolios and manage credit risks. The ideal candidate should have a Bachelor of Commerce degree and 3-5 years in an investment or banking credit environment. Key responsibilities include ensuring compliance with procedures, reporting on portfolio risks, and providing end-to-end credit administration. Join a company committed to employee growth and transformation.

Qualifications

• Minimum 3-5 years of experience within an investment/banking credit environment.

Responsibilities

• Analyse client investment portfolio to determine credit risk.
• Provide end to end administration for credit requests.
• Ensure reconciliation of credit accounts.
• Perform Due diligence ensuring enforceability of collateral.
• Reporting on potential portfolio risk.
• Ensuring compliance with internal procedures.

Skills

Strong knowledge of financial markets and instruments

Data analysis

Project management

Education

Bachelor of Commerce or relevant commercial qualification

Job description

A major wealth management firm in Krugersdorp seeks an experienced professional to analyze client investment portfolios and manage credit risks. The ideal candidate should have a Bachelor of Commerce degree and 3-5 years in an investment or banking credit environment. Key responsibilities include ensuring compliance with procedures, reporting on portfolio risks, and providing end-to-end credit administration. Join a company committed to employee growth and transformation.