1,087 Banking Support jobs in South Africa

Our client is on the hunt for a dynamic and motivated Associate – Banking & Investment Support Officer to join a prestigious family office company. The successful candidate will form part of the Banking and Investment Support team and ensure a high-quality and consistent client service. The individual will assist in the execution of instructions and various administrative tasks around bank account and investment management in an accurate way and by respecting appropriate deadlines.

Principal Elements & Accountabilities:

Banking:

• Opening and closing of bank and investment accounts with core and non-core banks.
• Collaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationships.
• Maintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or giving a power of attorney to a third party.
• Maintain bank and investment accounts.
• Maintain an E-Banking users list.
• Take on and loss of clients.
• Transfer of equities, bonds, mutual funds and private placement between custodians, through fund administrators and/or with private companies.
• Input of data in our in-house integrated database system to keep up-to-date information at any point in time.
• Respond to day to day queries from internal and/or external parties and help resolve issues.
• Manage and execute business initiatives independently from inception to implementation.
• Relevant/day-to-day people management tasks.

Investments:

• Preparing subscription/redemption instructions for Alternative Investments (Single Hedge Funds, Private Equity Funds, Property Funds etc).
• Inputting non-automated investment transactions in our in-house integrated database systems.
• Keeping line-by-line and non-automated clients investment accounting up to date.
• Managing and executing instructions like corporate actions, proxy votes, conversions, capital calls and distributions.
• Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties.
• Preparing SWIFT payment instructions.
• Reconciliation of investment positions and working on reconciliation breaks.

Qualifications And Experience:

• Appropriate degree or higher diploma and 5 to 8 years of experience in working in the financial industry would be an advantage.
• STEP qualifications would be an advantage but at least a good understanding of basic information re Offshore Trust and Company and the relationship between Trust and Company, Trustee and Beneficiaries.
• Team management experience is required.
• Computer literacy (Word, Excel, Outlook and modern financial accounting packages).
• Knowledge and understanding of Double Entry Bookkeeping and Multi-Currency accounting.
• Knowledge and understanding of Financial Products.

Competencies and Behaviours:

• Strong organisational skills and the ability to manage priorities efficiently in a demanding environment.
• Strong decision-making skills.
• Strong technical and conceptual skills.
• Strong interpersonal skills, a high level of motivation and flexibility excellent communication skills with the ability and maturity to deal effectively with all levels of staff and Management within the Group, third-party service providers such as asset managers and tax consultants, and with high-powered (often demanding) clients.
• Strong people management skills.
• A strong client care/service orientation and attention to detail.
• Deals responsibly with confidential information.
• Displays a high level of professional integrity.

Reference: NFR -Abi-1

You would be working on some of the most challenging mandates within the company' rapidly transforming landscape. M&A, Financial Modelling and advanced Excel skills would paint a picture that the hiring manager would love to see!

Duties and Responsibilities:

1. Execution of M&A Mandates and Transactions.
2. Financial Modelling and Valuations.
3. Investment Report writing and presentation to Investment Committees.
4. Managing all stages of transactions.

Job Experience & Skills Required:

1. Bachelor’s or Master’s Degree in a Business, Finance or Management.
2. 5 or more years of Experience in Investment Banking/Corporate Finance/Private Equity.
3. MBA from a top Business School or CFA is an advantage.

- R - Annually

If you are interested in this opportunity, please apply directly.

Banking and Investment Support Officer

OVERALL PURPOSE
The individual will manage and supervise the workload of the Investment Support team and to ensure a high quality and consistent client service. The individual will be responsible for overseeing the execution of instructions and various administrative tasks around investment management in an accurate way and by respecting appropriate deadlines.

Principal Elements & Accountabilities
INVESTMENT SUPPORT

• Preparing subscription/redemption instructions for Alternative Investments (Single Hedge Funds, Private Equity Funds, Property Funds etc)
• Inputting non-automated investment transactions in our in house integrated database systems
• Keeping line by line and non-automated client's investment accounting up to date
• Posting Journal entries of all subscription postings and redemptions
• Managing and executing instructions like corporate actions, proxy votes, conversions, capital calls and distributions
• Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties
• Preparing and approving SWIFT payment instructions
• Reconciliation of investment positions and working on reconciliation breaks
• Assign daily and periodic responsibilities related to subscription/redemption processing, investment transaction input, and reconciliation tasks.
• Manage and provide leadership to a team of Investment Support officers
• Monitor workload distribution to ensure balanced task management and timely execution of client instructions.
• Foster a collaborative and inclusive team environment.

Qualifications And Experience

• Appropriate degree or higher diploma and 5 to 8 years of experience in working in the financial industry would be an advantage
• STEP qualifications would be an advantage but at least a good understand of basic information re Offshore Trust and Company and the relationship between Trust and Company, Trustee and Beneficiaries
• Team management experience required
• Knowledge and understanding of Double Entry Bookkeeping and Multi-Currency accounting
• Knowledge and understanding of Financial Products

Competencies, Skills And Behaviours

• Strong self-management and time management skills
• Proactive and solution-oriented mindset
• Computer literacy (Word, Excel, Outlook and modern financial accounting packages)
• Excellent planning and organizational abilities
• Effective team player with strong interpersonal skills
• Clear and professional communication, both written and verbal
• High attention to detail and commitment to accuracy
• Strong work ethic, ambition, and a dynamic approach to tasks
• Resilience and the ability to work in a pressurized environment

Reference: NFR -Abi-1
A leading firm is seeking an Investment Banking Associate. You would be working on some of the most challenging mandates within the company’s rapidly transforming landscape. M&A, Financial Modelling and advanced Excel skills would paint a picture that the hiring manager would love to see!

Duties and Responsibilities:

• Execution of M&A Mandates and Transactions.
• Financial Modelling and Valuations.
• Investment Report writing and presentation to Investment Committees.
• Managing all stages of transactions.

• Bachelor’s or Master’s Degree in a Business, Finance or Management.
• 5 or more years of Experience in Investment Banking/Corporate Finance/Private Equity.
• MBA from a top Business School or CFA is an advantage.

- R - Annually

If you are interested in this opportunity, please apply directly.

WORKING RELATIONSHIPS
The position reports to the local Team Ops of Client Support - Banking and Investments Support Team. Other working relationships include all members of Family Office Client Support, FO, Dealing and Treasury, Banking and various external business contacts (Financial institutions).

OVERALL PURPOSE
The individual will form part of the Banking and Investment Support team and will ensure a high quality and consistent client service. The individual will assist in the execution of instructions and various administrative tasks around bank account and investment management in an accurate way and by respecting appropriate deadlines.

Principal Elements & Accountabilities
BANKING

• Opening and closure of bank and investment account with core and non-core banks
• Collaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationships
• Maintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or give a power of attorney to a third party
• Maintain bank and investment account
• Maintain E-Banking users list
• Take on and loss of clients
• Transfer of equities, bonds, mutual funds and private placement between custodians, through fund administrators and/or with private companies
• Input of data in our in house integrated database system to keep up to date information at any point in time
• Respond to day to day queries from internal and/or external parties and help resolving issues
• Manage and execute business initiative independently from inception to implementation
• Relevant/day to day people management tasks

INVESTMENTS

• Preparing subscription/redemption instructions for Alternative Investments (Single Hedge Funds, Private Equity Funds, Property Funds etc)
• Inputting non-automated investment transactions in our in-house integrated database systems
• Keeping line by line and non-automated client's investment accounting up to date
• Managing and executing instructions like corporate actions, proxy votes, conversions, capital calls and distributions
• Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties
• Preparing SWIFT payment instructions
• Reconciliation of investment positions and working on reconciliation breaks

Qualifications And Experience

• Appropriate degree or higher diploma and 2-3 years of experience in working in the financial industry would be an advantage
• STEP qualifications would be an advantage but at least a good understand of basic information re Offshore Trust and Company and the relationship between Trust and Company, Trustee and Beneficiaries
• Team management experience required
• Computer literacy (Word, Excel, Outlook and modern financial accounting packages)
• Knowledge and understanding of Double Entry Bookkeeping and Multi-Currency accounting
• Knowledge and understanding of Financial Products

COMPETENCIES AND BEHAVIOURS

• Strong organizational skills and the ability to manage priorities efficiently in a demanding environment
• Strong decision-making skills
• Strong technical and conceptual skills
• Strong interpersonal skills, a high level of motivation and flexibility
• Excellent communication skills with the ability and maturity to deal effectively with all levels of staff and Management within the Group, third party service providers such as asset managers and tax consultants, and with high powered (often demanding) clients
• Strong people management skills
• A strong client care / service orientation and attention to detail
• Deals responsibly with confidential information
• Displays a high level of professional integrity

Business Segment: Business & Commercial Banking

To lead and manage the Enterprise Direct capability in a Province; to deliver the Provincial Enterprise Direct capability value proposition for Enterprise Direct. To support the Head, Enterprise Direct to drive and deliver a value adding sales and service solutions directed by the Enterprise Direct value proposition, that will grow the customer base. To ensure the day-to-day Enterprise Direct operations managed through effective coordination between all value chain functions.

• First Degree:Business Commerce (FAIS Recognised)

• 8-10 yearsProven successful sales track record in the financial services industry. Advanced product knowledge including specialized products and financial structures.
• Advanced experience and knowledge in Credit and Compliance matters.
• Negotiating skills and conflict handling. Significant people management experience, leading teams and motivating people.
• Enterprise Direct Propositions
• Business & Commercial Banking

• Conveying Self-Confidence
• Developing Expertise
• Directing People
• Planning, Forecasting and Budgeting

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 or

Business Segment: Business & Commercial Banking

Location: ZA, Western Cape, Cape Town, Standard Bank, Tyger Manor, 309 Durban Road

Job Overview: Responsible for leading a team of support bankers, ensuring they provide efficient and effective support to the Enterprise Multi-Channel and Portfolio segment teams by understanding client priorities. This role involves overseeing end-to-end people management practices, ensuring high-risk routine compliance, and enhancing the overall client experience.

Qualification Required:

• Bachelor's degree in business, Finance, Economics, or a related field.

Licenses & Certifications:

• FAIS Representative (Financial Advisory and Intermediary Services Act) certification, especially in regions where this is a regulatory requirement.
• Certifications in Risk Management , Credit Analysis , or Financial Services could be beneficial.
• Certified Banking Professional (CBP) or similar certifications are often an added advantage.

Experience Required:

• Enterprise Direct Propositions
• Business & Commercial Banking
• 5-7 years of experience
• Previous experience in leading teams, with a strong background in risk and credit management.

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 or