Banking Advisor Wealth
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Banking Advisor Wealth
Posted today
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Investment Banking Associate
Posted 3 days ago
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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:
- Execution of M&A Mandates and Transactions.
- Financial Modelling and Valuations.
- Investment Report writing and presentation to Investment Committees.
- Managing all stages of transactions.
Job Experience & Skills Required:
- 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.
#J-18808-LjbffrCollateral Manager - Banking
Posted 3 days ago
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To effectively manage the daily margin / collateral requirements of the Bank as prescribed by the various collateral agreements (e.g., ISDA / CSA) signed with counterparties for OTC trades. The Collateral Management function currently supports the Global Markets business as well as those African Regions with SLA agreements in place for outsourcing the collateral management function to South Africa.
Requirements :- Matric
- Relevant Degree
- Clear ITC
- Experience in the Banking industry
- At least 2 to 5 years of relevant experience
Location: Johannesburg
Contract until July 2024
#J-18808-LjbffrDigital Banking Consultant
Posted 3 days ago
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Overview
Job Title : Digital Banking Consultant
Location : Sandton
The Digital Banking Consultant is responsible for promoting, marketing, and supporting the organisation’s electronic banking platforms and digital channels. This client-facing role is central to driving digital adoption, enabling seamless user experiences, and ensuring clients are empowered to transact efficiently and securely online.
This is an exciting opportunity for a digitally savvy individual who enjoys building client relationships, solving problems, and contributing to the future of banking.
Responsibilities Client Support & Relationship Management- Provide day-to-day assistance to customers on internet and mobile banking platforms.
- Proactively build strong client relationships through regular engagement, training, and support.
- Resolve queries and ensure timely, high-quality service delivery.
- Promote and demonstrate digital banking services to existing and prospective clients.
- Drive client migration to online banking platforms and increase digital transaction volumes.
- Support implementation of sales strategies aligned with channel adoption targets.
- Act as a link between clients and internal IT / Operations teams to resolve technical issues.
- Escalate critical matters to the Global IT or technical support function when necessary.
- Monitor and follow through on outstanding service requests or complaints.
- Manage multiple client assignments and projects concurrently.
- Plan and prioritise tasks effectively, working within defined deadlines.
- Maintain accurate reporting and communication logs as needed.
- Deliver clear, professional communication in both verbal and written formats.
- Translate technical terminology into client-friendly language.
- Build confidence and rapport in every client interaction.
- Relevant post-school qualification, ideally in Information Technology or a related field.
- 1–2 years’ experience in the financial services industry (banking experience advantageous).
- Understanding of electronic banking platforms and digital client interfaces.
- Strong interpersonal skills and ability to build trusted client relationships.
- Comfortable with digital tools and able to adapt quickly to new systems.
- Excellent presentation, communication, and problem-solving abilities.
- Competitive salary (based on experience and qualifications)
- 24 days annual leave
- Provident Fund
- Medical Aid
- 13th Cheque
Preference will be given to candidates from designated groups, in line with transformation and diversity objectives. However, all suitably qualified candidates are encouraged to apply.
Skillset Required- Information Technology
- Proactive
- Marketing
- Relationship Management
- Interpersonal Skill
- Banking
- Problem-solving
- Presentation
- Technical Support
- Interpersonal Skills
Banking Team Leader
Posted 17 days ago
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Job Description
Are you a driven, results-oriented sales professional with a strong understanding of financial services? We're looking for a motivated External Sales Team Lead to join our team and drive growth, innovation, and service excellence.
Responsibilities- Taking ownership of performance targets across your allocated External Sales portfolio.
- Driving both volume and value growth while ensuring service delivery competitiveness.
- Identifying and coordinating collaborative sales opportunities with Relationship Banking and other business units, as enabled by the Regional Manager.
- Solving short-term issues and proposing immediate solutions in consultation with the Regional External Sales Manager.
- Representing the brand with professionalism and excellence across your geographic area.
- A business-related Bachelor’s degree or an equivalent NQF level 6 qualification, recognized by the FSB for FAIS purposes (minimum requirement).
- At least 3 years of relevant technical or managerial experience in a sales or business development environment.
- Sales, sponsorship, and campaign management
- Regulatory frameworks (legal, risk, and compliance at sales level)
- Commercial and financial acumen
- Customer and competitor insights
- Financial services industry (especially banking)
- Digital and technological savviness
- Strong decision-making and initiative
- Continuous learning and research mindset
- Entrepreneurial spirit with commercial thinking
- Excellent relationship-building and networking ability
- Adaptability to change and resilience under pressure
- Persuasiveness and influential communication
- Creativity and innovation in sales approaches
- Extensive travel across your designated geographic area is required.
- The most complex decision you may take independently involves short-term solutions and problem-solving, in collaboration with the Regional External Sales Manager.
- Be part of a high-performing, collaborative team.
- Enjoy a competitive compensation package with performance incentives.
- Access ongoing professional development and career advancement opportunities.
- Make a real impact in shaping client relationships and business growth.
Project Manager - Banking
Posted 25 days ago
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SUMMARY:
Lead the planning, execution, and delivery of strategic projects across various banking domains
Project Manager - Banking
Recruiter:
Datonomy Solutions
Job Ref:
726
Date posted:
Wednesday, June 18, 2025
Location:
Sandton, South Africa
Salary:
R85k - 95k per month
SUMMARY:
Lead the planning, execution, and delivery of strategic projects across various banking domains
POSITION INFO:
Overview:
We are looking for a results-driven Project Manager with proven experience in leading enterprise-wide initiatives within the banking and financial services sector. This role requires a strong understanding of regulatory environments, digital transformation, and Agile delivery. You will be responsible for ensuring that projects align with strategic objectives and are delivered on time, within scope, and within budget.
Key Responsibilities:
- Lead the planning, execution, and delivery of strategic projects across various banking domains (e.g., digital banking, payments, compliance, risk, lending).
- Develop and maintain detailed project plans outlining scope, goals, schedules, resources, risks, budgets, and contingency measures.
- Ensure alignment with the bank’s strategic objectives, business priorities, and regulatory requirements.
- Collaborate with stakeholders from business units, IT, compliance, risk, and operations to ensure seamless delivery and value realisation.
- Facilitate Agile ceremonies and use Lean-Agile techniques to support iterative delivery and cross-functional collaboration.
- Manage risks and escalate issues in a timely manner while maintaining control and compliance standards.
- Provide accurate and timely reporting to executive sponsors and governance forums.
- Drive continuous improvement in project delivery, leveraging insights from retrospectives and lessons learned.
- Strong understanding of banking processes, regulatory frameworks (e.g., SARB, Basel III, AML), and digital banking trends.
- Solid project management skills with knowledge of both traditional (Waterfall) and Agile methodologies.
- Expertise in financial management, including budgeting, cost tracking, and benefit realisation.
- Skilled in stakeholder management, facilitation, and clear business communication.
- Competence in governance, risk, and control management within a banking context.
- Proficiency in tools such as JIRA, Confluence, and Microsoft Project (MSP).
- 5+ years' experience in project management within the banking or financial services sector.
- Experience delivering projects in areas such as core banking, risk and compliance, digital transformation, or data and analytics.
- Scrum Master or Agile certification (e.g., CSM, SAFe) preferred.
- Bachelor’s degree in Business, Finance, IT, or a related field (project management certification is a plus).
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Project Management and Information Technology
- Industries Advertising Services
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About the latest Banking Jobs in Sandton !
Manager, Prestige Banking
Posted 25 days ago
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Job Description
Business Segment: Personal & Private Banking
To coach and manage bankers to deepen bank-client relationships and entrenchment of existing clients by achieving client experience, product, and balance sheet targets. Responsible for the aggregated banker performance KPIs, including financial targets and achieving the desired sales. Responsible for driving execution against campaigns and engagement strategy. Manage Relationship and Portfolio Management to ensure segment growth and retention.
Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce
Licenses & Certifications: FAIS Representative
Experience Required:
Client Coverage: Personal and Private Banking
Experience: 5-7 years
Proven successful sales track record in the financial services industry. Advanced product knowledge including specialised products and financial structures. Advanced experience and knowledge in credit and compliance matters. Negotiating skills and conflict handling. Experience in the application of coaching techniques would be beneficial, as part of having led a team and working with private banking clients.
Additional Information:
- Adopting Practical Approaches
- Articulating Information
- Challenging Ideas
- Developing Strategies
- Exploring Possibilities
- Inviting Feedback
- Providing Insights
- Resolving Conflict
- Client Knowledge
- Client Retention
SALES BANKING REPRESENTATIVE
Posted 5 days ago
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Job Description
- Matric; post-matric qualifications in finance are an advantage
- Proven experience in working capital and commercial funding within a B2B environment
- Strong sales and negotiation skills
- An active professional network to generate leads, set appointments, and create market awareness
- Exceptional communication and presentation skills
- In-depth understanding of working capital and cash flow funding
- Hardworking, reliable, and a team player
- Own reliable transport
Divisional Head: Banking Supervision
Posted 3 days ago
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Job Description
The main purpose of this position is to provide strategic direction and managerial leadership to the Banking Supervision Division and ensure the financial soundness and sound governance of banking entities under the division’s supervision.
Detailed description
The successful candidate will be responsible for the following key performance areas:
- Promote the safety and soundness of banking entities under the division’s supervision.
- Provide strategic direction in the development, implementation, and monitoring of the
- Divisional strategy in accordance with the overall Prudential Authority (PA) strategy and
- Ensure alignment with the departmental strategy.
- Contribute to the development and continuous refinement of the supervisory approach for banking entities under the division’s supervision, considering the current, emerging, systemic, and supervised entity-specific risks.
- Manage the supervisory oversight of the banking entities under the division’s supervision,
- Including, but not limited to:
- Leading and managing the day-to-day supervision of banking entities and direct the consistent application of appropriate supervisory practices, protocols, tools, and procedures to all the banking entities and banking groups (where relevant) allocated to the division.
- Identifying, assessing, and escalating key risks and react to key indicators of risks within the department.
- Overseeing the maintenance of permanent records and correspondence of banking entities and banking groups allocated to the division; and
- Endeavouring to uphold an updated risk rating of the banking entities and banking groups.
- Monitor compliance by banking entities and banking groups to the applicable regulatory.
- framework which includes prudential standards and regulations issued by the PA.
- Manage the operationalisation and implementation of decision-making frameworks,
- Protocols and procedures.
- Ensure compliance with all legislative and regulatory requirements of the organisation, that risks of the division are identified and assessed, and that risk-effective mitigating measures are implemented.
- Manage the performance and development of direct reports, creating a performance culture as well as coach and manage the career development of employees in the division.
Job requirements
- To be considered for this position, candidates must be in possession of:
- A minimum of a post-graduate qualification in Accounting, Banking, Economics, or any other relevant field; and
- A minimum of 10–12 years’ experience in the banking sector, regulatory environment, or financial auditing, with at least five years in a managerial role.
Additional requirements include:
Problem solving and analysis.
Planning and organizing.
Verbal and written communication.
Financial and business acumen.
Confidentiality; and
Knowledge of and skill in :
General management.
Prudential supervision, regulation, and legislation.
The financial sector, specifically the banking industry.
Corporate governance and risk management practices and standards.
Core principles for effective banking supervision.
Basel III capital framework; and
Human resources policies and procedures.
- Investment Graduate Trainee Finance Sandton, Gauteng, South Africa, Office 01, Suite 11 1st floor Daisy Street, Sandown, 2196
- Investment analyst and assistant portfolio manager Finance Sandton, Gauteng, South Africa, Office 01, Suite 11 1st floor Daisy Street, Sandown, 2196
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