374 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: NFR003330-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.

800 000.00 - R 1300 000.00 - Annually

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

Reference: NFR003330-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.

800 000.00 - R 1300 000.00 - Annually

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

Business Segment: Business & Commercial Banking

Responsible to lead a team of support bankers that will provide a proficient support function to the Enterprise Multi-Channel and Portfolio segment teams by understanding what matters to the client. To take responsibility for end-to-end people management practices, high-risk routine compliance and client experience.

Qualifications

Type of Qualification: Secondary/High school/A levels/Matric
Field of Study: Not applicable
Licenses & Certifications: FAIS Representative

Experience Required
Enterprise Direct Propositions
Business & Commercial Banking
5-7 years
Previous experience in leading teams, as well as experience in risk and credit.

Additional Information

• Adopting Practical Approaches
• Challenging Ideas
• Developing Expertise
• Examining Information
• Business Acumen (Audit)
• Product Knowledge (Business Banking)
• Risk/ Reward Thinking

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 +27 800222050

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 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 +27 800222050 or