What Jobs are available for Banking & Finance in South Africa?

Showing 334 Banking & Finance jobs in South Africa

Investment Banker

R60000 - R120000 Y Drexel Morgan Advisors

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Job Description

Role:
Investment Banker

Schedule:
Full-time, 9 AM – 6 PM CT

Compensation:
$1,000/month

Location:
South Africa

Responsibilities

Deal Execution Oversight

Lead and coordinate transaction processes, including managing due diligence, preparing marketing materials (CIMs, pitch decks), and liaising with legal, accounting, and other advisors to ensure smooth execution of engagements.

Financial & Strategic Analysis

Develop valuation models, analyze financial statements, and conduct market/industry research to support recommendations on capital raises, M&A, or other strategic transactions.

Team Development & Management

Mentor and oversee associates/analysts, providing guidance on modeling, research, and client deliverables, while ensuring work product meets the firm's quality standards.

Requirements

  • Minimum 2 years of Experience as Investment Banker
  • Finance Experience
  • Must be comfortable using MS Office (Excel - Teams - PowerPoint - Word)
  • Must know how to use Google Meets

How to Apply:

Submit using the link on this application.

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Financial Analyst

R240000 - R300000 Y Planned Talent

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Job Description

Financial Analyst (AP & AR)

6-month contract

Salary: R20k to R25k per month

Are you immediately available and ready to take on a short-term assignment where your advanced Excel skills can shine?

About the Opportunity:

A leading Supply Chain and Logistics company in the Northern Suburbs of Johannesburg is seeking a Finance Analyst for a 6-month maternity cover contract. This role focuses on:

  • Analyzing Accounts Payable (AP) and Accounts Receivable (AR)
  • Consolidating billing data
  • Supporting the Finance Manager with presentations and preparing Excel-based reports

If you thrive on creating efficiencies and automation in Excel, this is the perfect opportunity to make an impact in a dynamic environment.

Requirements:

Degree in Accounting or related qualification

2 to 3 years 'experience in an analysis-type role with a strong focus on AP and AR

Excel advanced skills are essential

SAP knowledge is advantageous

Must be able to start immediately

Apply now

If you are passively looking for a new opportunity in the supply chain or finance field, then please connect with us on LinkedIn by following our company page for updates on job opportunities

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Product Owner: Financial Services

R400000 - R1200000 Y Mukuru

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Job Description

Mukuru is one of the fastest-growing fintechs in Southern Africa, operating across SADC and Europe, and backed by the largest Africa-focused US private equity fund. Our mission? To make financial services simple, safe, and accessible through smart, innovative technologies.

We're on the lookout for a dynamic
Product Owner
who thrives in fast-paced environments and loves the challenge of turning big ideas into customer-driven solutions. This role gives you the chance to shape and drive strategy for our
Loans Product
— a multi-country, multi-platform solution at the heart of our Financial Services offering. You'll report directly to the Head of Product Domain: Financial Services.

What You'll Do

  • Own the product roadmap and lead innovation within the Financial Services domain.
  • Collaborate with brilliant cross-functional teams to design scalable, user-friendly solutions.
  • Translate business needs into powerful product features that deliver seamless customer journeys.
  • Keep your finger on the pulse of fintech trends, compliance, and emerging technologies.
  • Prioritise and refine the product backlog to maximise ROI.
  • Work hand-in-hand with Scrum teams to drive delivery, create sprint goals, and unblock challenges.
  • Champion communication around product features and releases, ensuring stakeholders are always in the loop.

What You'll Bring

  • A relevant tertiary qualification (Information Systems a plus).
  • 3–5 years of Product Owner or Business Analyst experience (Agile/Scrum essential).
  • Proven track record in custom mobile app development.
  • Knowledge of financial services, compliance (KYC, Foreign Exchange), and customer onboarding is a big advantage.
  • Sharp analytical thinking, clear communication, and strong negotiation skills.
  • The ability to juggle priorities, spot opportunities, and keep a laser focus on customer needs.

I am sure you are reading this job description and meet majority of the criteria BUT you may also still not be 100% comfortable in applying. We believe that there is a place for everyone under the Mukuru sun and we want YOU to contribute to our diverse tapestry of talent. So come on, take a leap of faith, and send your application if you meet majority of our requirements. Remember to include a snippet of how you will bring value and help us build a future of success that will help us determine where and how you may best be suited" Maybe you are just the future Mukurian we need
Should you be appointed in a remote/work from home role at Mukuru, it is your responsibility to ensure that you have uninterrupted internet connectivity and a 'work-like' environment at your home location, in order to deliver your best in terms of performance, productivity and service to our customers.
If you do not receive any response after two weeks, please consider your application unsuccessful.
NB: ALL STAFF APPOINTMENTS WILL BE MADE WITH DUE CONSIDERATION OF THE COMPANY'S DIVERSITY AND INCLUSION PLANS

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Executive Manager, Financial Services

R2000000 - R2500000 Y Quantium

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Job Description

Quantium is a world leader in data science and artificial intelligence. Established in Australia in 2002, we are a global team of more than 1,100 people across 14 locations with a unique blend of capabilities across product and consulting services to help businesses unlock value from data, analytics and AI. Quantium partners with the world's largest corporations to forge a better, more intelligent world.

About the role

The Executive Manager, Financial Services is a critical leadership position responsible for driving growth and operational excellence for our South African Financial Services team. This role is vital for maintaining strategic momentum with our flagship banking partnerships, driving client expansion, and identifying new opportunities across the broader financial services sector.

You will lead the delivery of data science products and solutions for leading financial institutions, translating business challenges into transformative data science and AI use case that have impact. This role requires deep financial services domain expertise (banking, insurance etc), strategic consulting experience, commercial acumen, and the ability to build and maintain enterprise-scale client relationships whilst developing high-performing data science and consulting teams.

How will you make an impact?

  • Strategic leadership: Lead and execute the strategic direction for Quantium's financial services practice in South Africa, ensuring sustainable growth and market expansion
  • Client excellence: Oversee end-to-end delivery of analytical solutions, ensuring exceptional client outcomes through advanced analytics and AI applications
  • Commercial growth: Lead proposal development, commercial negotiations, and accountability for multi-million rand client relationships with clear ROI demonstration
  • Team development: Build and mentor high-performing data science and consulting teams and foster strong local office culture
  • Market presence: Establish Quantium as the leading AI partner through thought leadership, innovation, and strategic network development

The superpowers you'll be bringing to the team:

  • Deep expertise: 10+ years of consulting/analytics expertise with proven track record in the financial services sector
  • Strategic acumen: Demonstrated success in managing significant client relationships, proposal development, and commercial negotiations at enterprise scale
  • Technical literacy: Strong understanding of modern data platforms, AI applications, and analytics solutions with ability to translate technical solutions into business value
  • Leadership excellence: History of building and mentoring high-performing cross-functional teams with excellent communication skills across all organisational levels
  • Commercial mindset: Track record of identifying and converting strategic opportunities whilst delivering measurable ROI for clients
  • Educational foundation: Degree in Commerce, Economics, Mathematics, Statistics, or related discipline

Remember – you might not tick all the boxes, but don't let that stop you from applying. We're more interested in your ability to solve problems, think big and make an impact.

What could your Quantium experience look like?

Working at Quantium will allow you to challenge your imagination. You will get to solve complex problems using rigour, precision and by asking great questions – but it also means you can think big, outside the box and push your problem-solving skills to the max.

By Joining the team, you'll get to:

  • Forge your path: So many of our team have moved around different teams or offices. You'll be in the driver's seat, and we empower you to make your career your own.
  • Find your kind: Embrace diversity and connect with your tribe (think foodies, dog lovers, readers, or runners).
  • Make an impact: Leave your mark. Your contributions resonate, regardless of your role or rank.

If you're ready to drive transformative change in South African financial services through the power of data and AI, we'd love to hear from you. Apply today.

Quantium's recruitment process involves the collection and use of personal information. Please click on the link "Privacy" for Quantium's Collection Notice. This provides information on how we collect, use & store your personal information, including potential disclosure to our majority shareholder, Woolworths Group Limited.

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Manager ? Financial Services Advisory

BDO South Africa

Posted 8 days ago

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Job Description

permanent

At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.


BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 offices – and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.


BDO South Africa has vacancies for Managers to join our Financial Services Advisory Division in our Johannesburg Offices.


The Manager manages work assignments to completion within the allocated time frame and to an appropriate standard (quality). In addition to managing client engagements, the Manager should be able to effectively mentor and coach team members, while having a strong focus on business development and internal initiatives.


Main Duties and Responsibilities:



  • Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:

    -    proper planning before the assignment,


    -    appropriate coaching during the assignment,


    -    attention to quality of the deliverable and the supporting documentation, adequately completing provisions,


    -    managing the WIP appropriately and within budget, where applicable, billing the engagement, and


    -    closing the engagement.



  • Is an effective project manager

  • Track any delays and overruns and raises these at the relevant partner catch-ups and client meetings. Get immediate and timely agreement from the client to overruns.

  • Reviews written documents to ensure that they are organised, well-written, referenced and easy to follow.

  • Establish effective working relationships directly with key clients and broader BDO stakeholders.

  • Bring industry insights and recommendations to the client during client discussions. Ensures value-added delivery to the client driving sustainability of client relationship and work allocation

  • Coordinate and lead meetings with the key client stakeholders and internal senior stakeholders in the absence of the partner.

  • Assess and manage project risks, processes, and controls.

  • Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows.

  • Develops a more strategic view of the business and participates in strategic initiatives through the coaching of the partners.

  • Able to lead initiatives from commencement to conclusion with minimal coaching and mentoring. Understands when to request input or assistance.

  • Takes on operational role/s within the business, in addition to allocated client assignments

  • Participate in proposal development as and when required    

  • Participate in training efforts 


Qualifications:



  • Bcom Internal Audit   

  • Bcom Information Systems/Informatics   

  • Bsc Computer Science   

  • CISA, CA(SA) or CRISC


Experience and Knowledge:



  • 5 to 6 years of IT Audit Experience

  • Knowledge of General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis


Technical Competencies:



  • General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis


Behavioral Competencies:



  • Effective Communication Skills, both written and verbal.

  • Problem-solving techniques and effective conflict management skills.

  • People management skills

  • Ability to engage with top management and clients.

  • Ability to establish and maintain strong relationships.

  • Mentoring and coaching skills


BDO Core Competencies:



  • Relationships and Collaboration

  • Exceptional Client Service

  • Business Growth

  • Engaging people

  • Leadership

  • Quality, Risk management and Operational performance


The appointment will be made in terms of the firm’s Employment Equity Policy.


Only short-listed candidates will be contacted.

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Customer Service Agent – Financial Services

R104000 - R312000 Y WNS

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Job Description

Company Description
WNS Global Services Inc.
(NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+ global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance, Manufacturing, Retail and Consumer Packaged Goods, Shipping and Logistics, Telecommunications, Travel and Utilities. Globally, the group's over 41,000+ Professionals serve across 60 delivery centers in 16 countries worldwide, including China, Costa Rica, India, the Philippines, Poland, Romania, South Africa, Sri Lanka, UK and US.

WNS South Africa
has been in operation since 2003 and built a reputation as the industry leader for Business Process Outsourcing (BPO) in South Africa, with a growing footprint into Africa. We are a strategic partner for delivering a full range of basic to complex processes from our eight delivery centers across South Africa, employing 4000+ people.

Why join us?
We promise our employees to experience role clarity, coaching and mentoring, professional development and structured career path through our 5 people promises and keeping employee experience at the core. Experience the culture of outperformance, engagement, celebration and also contribute to society through our WNS Cares Foundation, where you have the opportunity to support meaningful initiatives and make an impact in the community.

Job Description
Engaging with Customers through multiple channels to resolve their queries in a manner that meets and exceeds the needs of our customers and limits any reputational damage to the brand. This is done in-line with our strategic intend, operational policies and applicable regulations. The role forms part of the overall value chain in partnership with the multiple areas in the business to ensure we deliver best in class customer experiences throughout the end-to-end customer journey.

Key Responsibilities Areas

  • Perform appropriate customer verifications, assisting customers, with their existing accounts
  • Assist customers in navigating website & trouble shooting any general user experience issues
  • To raise these issues back to the business, via the appropriate forums/channels, enabling the company to conduct the necessary RCA, with the aim of continuously improving Customer Experience
  • Assessing loan applications in accordance with the company policy and processes, which includes : Evaluating the authenticity of the documentation supplied by the applicant & evaluating the personal information contained in the document, matches that of the Customer
  • Verify & make decisions on the income contained in the customer documentation uploaded, in terms of the business rules pertaining to income verification
  • Achieve quality standards relevant to general customer support
  • Review bank statements , pay slips and the calculation of the average income and other relevant supporting documentation
  • Achieve quality standards relevant to the income verification process
  • Proactively identify & escalate potentially fraudulent accounts so that they can be investigated appropriately in accordance with company processes
  • Processing & verifying of refunds due to customers
  • Multi-tasking on different queues with varying complexities – being able to assess customers circumstances & make decisions in order to offer the most appropriate solution to the customer, on that particular channel (Applications; Emails; Telephones; Live Chat)
  • Respond to customers mails & live chats by personalizing the standard templates, within set guidelines & service level agreements, in order to provide a consistent service that the customer expects
  • Identify financially vulnerable customers, who require financial assistance and ensure that they are provided with the relevant information
  • Management of all vulnerable customers in line with company procedures, to ensure they are handled fairly, transparently and with the correct/applicable forbearance issue

Qualifications
Qualifications and Accreditation: Matric/Grade 12

Experience Required

  • Experience of working in a customer service call centre environment and data processing
  • Solid understanding of internet terminology, navigation and application
  • Experience in regulated environment is preferable

Additional Information
Behavioural Traits Required

  • High degree of patience and assertiveness with excellent rapport-building skills
  • Positively contribute and lead in team activities
  • Takes pride in work, checking own for quality i.e. Lead by example
  • Maintains effective time management
  • Have a positive attitude and the ability to influence and motivate others
  • Effective emotional intelligence (EQ)
  • Team player
  • Flexible
  • Self-Motivated
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Financial Advisor

Johannesburg, Gauteng One Spark

Posted 9 days ago

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Job Description

You became a Financial Advisor to make a difference, to help people make informed decisions for them and their loved ones. At Dis-Chem Life, we are giving you the platform to do just that.

Welcome to the frontline of protection. At Dis-Chem Life, we are doing it differently.
We are putting Financial Advisors inside the busiest health and wellness stores in South Africa.

We are looking for skilled Financial Advisors nationally, to be placed in retail stores where thousands of people walk in every day, seeking care, support, and solutions.

Access to real people, in real life, real moments with real needs, standing a few metres away. And thats where you come in.

Summary of the Role

To connect with customers in-store, in real time, and provide tailored financial solutions that meet their immediate and long-term needs. As a Dis-Chem Life Instore Financial Advisor, youll turn everyday store visits into meaningful conversations that protect lives, build trust, and grow our business.

Key Responsibilities

  • Engage directly with walk-in customers in a retail environment to identify their needs and introduce Dis-Chem Lifes insurance and financial products.
  • Deliver compliant, needs-based financial advice face-to-face.
  • Build trust and long-term relationships with customers by demonstrating product value and relevance to their life stage.
  • Consistently achieve sales targets and conversion metrics in a high-traffic retail setting.
  • Maintain up-to-date product knowledge, compliance, and FSCA regulatory requirements.
  • Represent Dis-Chem Life with professionalism and approachability, reinforcing our reputation for care and expertise.
  • Keep accurate records of client interactions and complete all required documentation in line with compliance standards.

Benefits

  • Salary, Plus rich commission structure
  • Youre not behind a desk. You are on the floor, engaging people who are already in a mindset of looking after themselves and their loved ones.
  • Built-in opportunity. Thousands of potential customers walk past you daily no cold calling, just warm, in-person connections.
  • The retail advantage. Leverage the trust and footfall of South Africas busiest health and wellness stores to accelerate the growth your client base.
  • Access to marketing, product, and operational support

Requirements

  • RE5 + COB (Life & Funeral)
  • FSCA-accredited qualification
  • Fit & Proper status
  • Minimum 4 years in an advice-giving role within insurance or financial services
  • Proven track record in face-to-face client engagement and sales performance
  • Strong interpersonal and listening skills, with the ability to simplify complex financial concepts for customers
  • Ability to work retail hours, including weekends and public holidays as required
  • Reliable transport to and from your allocated store
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Financial Advisor

R120000 - R180000 Y Malidwala (PTY) LTD

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Job Description

Job Description:

Malidwala Pty Ltd, a franchise sponsored by Old Mutual, is seeking a dedicated and experienced Field Financial

Advisor to join our team. The successful candidate will be responsible for selling Old Mutual long-term policies.

Key Responsibilities:

 Sell Old Mutual long-term policies to clients.

Provide financial planning and advice to clients.

aintain and build client relationships & work independently to achieve sales targets

Requirements:

inimum of 2 years of experience as a Field Financial Advisor.

revious experience selling Old Mutual policies is an advantage.

E 5 certification.

ealth Management / 120 Financial Planning credits:

 Over 2 years of experience for RE 5.

 Over 6 years of experience for Wealth Management / 120 credits certificate in Financial Planning.

 Ab ty to work independently & own vehicle is an advantage.

trong self-discipline and alignment with company and Old Mutual values.

What We Offer:

ommission-based remuneration.

pportunity to work with a reputable franchise sponsored by Old Mutual.

upportive and dynamic work environment.

Contact Information:

ontact Person: Tulisile Mtembu Phone Number:

or Zandile Mgoboza , Phone number

pplication CV can be sent via email:

Job Types: Full-time, Permanent

Work Location: In person

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Financial Advisor

R900000 - R1200000 Y LEBOWA WEALTH MANAGEMENT

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Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • Bachelor's degree in Finance or related field
  • 5+ years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills
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Financial Advisor

R46800 - R240000 Y Cross Wealth Financial Services

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Job Description

Cross Wealth Financial Services is based in Northgate Park, Milnerton. We are looking for Financial Advisors to join our team and help build solid relationships with clients and provide them with financial advice and solutions Requirements.

Requirements

  • Full FAIS recognized qualification
  • RE 5
  • Not under supervision for all product categories
  • Minimum 2 years adviser experience
  • Min R --- earnings in the last 12 months
  • No negative credit scores /judgements

Non-negotiable

  • Valid license and own transport

Responsibilities

  • Provide financial planning support to clients
  • Prepare financial plans
  • Respond to prospective customer queries about financial planning
  • Maintain awareness of latest legislative changes that may affect financial planning

This company is a licensed FSP and have a vision to help create and maintain significant wealth.

Employment Type

Full-time

Job Type: Commission

Work Location: In person

Expected Start Date: 2021/09/01

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