167 Financial Institutions jobs in South Africa
Manager, Credit, Financial Institutions, CIB
Posted today
Job Viewed
Job Description
Job Overview
Business Segment: Corporate & Investment Banking
Location: ZA, GP, Johannesburg, 30 Baker Street
Job Type: Full-time
Job Ref ID: A-0001
Date Posted: 10/16/2025
Job Description
We are seeking a dynamic and analytically driven Credit Analyst to join our Financial Institutions team. This role is critical in assessing and managing credit risk across a diverse portfolio of bank and non-bank financial institutions, including DFIs, insurers, asset managers, and Fintech's. You will contribute to the origination, structuring, and ongoing monitoring of credit exposures, ensuring alignment with regulatory frameworks and internal risk appetite.
Qualifications
Type of Qualification: First Degree
Field of Study: Finance, Accounting, Economics or related field
Licenses & Certifications: CA (SA) or CFA would be preferred
Experience Required
Minimum of 8 years experience in credit risk assessment, preferably within Financial Institutions. Strong understanding of banking and non-bank financial institutions business models, regulatory capital frameworks, and sovereign risk. Familiarity with products such as RCFs, securitisations, trade finance, and guarantees.
Proficiency in financial modelling and credit rating methodologies.
Experience and the ability to present to senior stakeholders.
Additional Information
Behavioural Competencies:
Establishing Rapport
Examining Information
Exploring Possibilities
Making Decisions
Upholding Standards
Technical Competencies:
Risk Identification
Risk Management
Risk Measurement
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 from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or
Manager, Credit Risk, Financial Institutions, CIB
Posted today
Job Viewed
Job Description
Job Overview
Business Segment: Corporate & Investment Banking
Location: ZA, GP, Johannesburg, 30 Baker Street
Job Type: Full-time
Job Ref ID: A-0001
Date Posted: 10/17/2025
Job Description
We are seeking a dynamic and analytically driven Credit Analyst to join our Financial Institutions team. This role is critical in assessing and managing credit risk across a diverse portfolio of bank and non-bank financial institutions, including DFIs, insurers, asset managers, and Fintech's. You will contribute to the origination, structuring, and ongoing monitoring of credit exposures, ensuring alignment with regulatory frameworks and internal risk appetite.
Qualifications
Type of Qualification: First Degree
Field of Study: Finance, Accounting, Economics or related field
Licenses & Certifications: CA (SA) or CFA would be preferred
Experience Required
Minimum of 8 years experience in credit risk assessment, preferably within Financial Institutions. Strong understanding of banking and non-bank financial institutions business models, regulatory capital frameworks, and sovereign risk. Familiarity with products such as RCFs, securitisations, trade finance, and guarantees.
Proficiency in financial modelling and credit rating methodologies.
Experience and the ability to present to senior stakeholders.
Additional Information
Behavioural Competencies:
Establishing Rapport
Examining Information
Exploring Possibilities
Making Decisions
Upholding Standards
Technical Competencies:
Risk Identification
Risk Management
Risk Measurement
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 from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or
Analyst, Credit Risk, Financial Institutions, CIB
Posted today
Job Viewed
Job Description
Company Description
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We're passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
Job Description
We are seeking a dynamic and analytically driven Credit Analyst to join our Financial Institutions team. This role is critical in assessing and managing credit risk across a diverse portfolio of bank and non-bank financial institutions, including DFIs, insurers, asset managers, and Fintech's. You will contribute to the origination, structuring, and ongoing monitoring of credit exposures, ensuring alignment with regulatory frameworks and internal risk appetite.
Qualifications
Type of Qualification:
First Degree
Field of Study:
Finance, Accounting, Economics or related field
Licenses & Certifications:
CA (SA) or CFA would be preferred
Experience Required
Minimum of 3 years experience in credit risk assessment, preferably within Financial Institutions. Strong understanding of banking and non-bank financial institutions business models, regulatory capital frameworks, and sovereign risk. Familiarity with products such as RCFs, securitisations, trade finance, and guarantees.
Proficiency in financial modelling and credit rating methodologies.
Experience and the ability to present to senior stakeholders.
Additional Information
Behavioural Competencies:
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Making Decisions
- Upholding Standards
Technical Competencies:
- Risk Identification
- Risk Management
- Risk Measurement
- Risk / Reward Thinking
Analyst, Credit Risk, Financial Institutions, CIB
Posted today
Job Viewed
Job Description
Job Overview
Business Segment: Corporate & Investment Banking
Location: ZA, GP, Johannesburg, 30 Baker Street
Job Type: Full-time
Job Ref ID: A-0001
Date Posted: 10/17/2025
Job Description
We are seeking a dynamic and analytically driven Credit Analyst to join our Financial Institutions team. This role is critical in assessing and managing credit risk across a diverse portfolio of bank and non-bank financial institutions, including DFIs, insurers, asset managers, and Fintech's. You will contribute to the origination, structuring, and ongoing monitoring of credit exposures, ensuring alignment with regulatory frameworks and internal risk appetite.
Qualifications
Type of Qualification: First Degree
Field of Study: Finance, Accounting, Economics or related field
Licenses & Certifications: CA (SA) or CFA would be preferred
Experience Required
Minimum of 3 years experience in credit risk assessment, preferably within Financial Institutions. Strong understanding of banking and non-bank financial institutions business models, regulatory capital frameworks, and sovereign risk. Familiarity with products such as RCFs, securitisations, trade finance, and guarantees.
Proficiency in financial modelling and credit rating methodologies.
Experience and the ability to present to senior stakeholders.
Additional Information
Behavioural Competencies:
Establishing Rapport
Examining Information
Exploring Possibilities
Making Decisions
Upholding Standards
Technical Competencies:
Risk Identification
Risk Management
Risk Measurement
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 from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or
Financial Services - Operations
Posted 3 days ago
Job Viewed
Job Description
Overview
A well established financial institution is seeking to hire a Commission and Data Reporting Officer.
QualificationsEducation:
- National Education: Senior Certificate (Matric) required
- Bachelors degree in finance, Financial Management, Economics, Business Administration, or a related field
- Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
- Previous exposure to or familiarity with business reporting tools or platforms is advantageous.
- Exposure to Power BI, or collaboration with data / reporting teams on dashboard requirements is advantageous.
Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.
Process DisciplineComfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
ComplianceAwareness of compliance and regulatory considerations in reporting.
Skills- Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written / verbal updates.
- Attention to Detail: High level of accuracy in handling reporting-related information.
- Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
- Process Coordination: Skilled in managing and improving routine reporting processes.
- Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
- Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
- Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP / XLOOKUP, data validation).
- Discretion and professionalism: Handles sensitive financial data and advisor-related documents with care and confidentiality.
- Client centric mindset
- Mature and positive attitude
- Self-starter and self-motivated
- Team player
- Professionalism
- Integrity
- Highly proactive
- Confident
Administrator (Financial Services)
Posted 4 days ago
Job Viewed
Job Description
Overview:
The purpose of this position is to tend to the administration of the financial planning services the business provides.
Minimum Requirements:
- Senior Certificate - High School Matric (Grade 12)
- Valid SA Driver’s License
- Own Reliable Vehicle (essential)
- Proficient in Microsoft Word and Office and other related software
- Excellent telephone etiquette
- Previous experience in the Financial Services industry (advantageous)
- RE5 certificate (advantageous)
Responsibilities:
- Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
- Responsible for drafting and submitting investment and life assurance application forms,
- Assist clients with the signing of forms,
- Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
- Timeously tend to all client queries
- Making and answering phone calls.
- Be courteous with all clients and develop a good relationship with clients.
- Photocopying, printing & binding of documents, when required,
- Filing & scanning, when required,
- Send quarterly reports, when required,
- Send clients’ tax certificates, when required.
Competencies:
- Must show good initiative and be willing to do necessary research for better understanding where necessary
- Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
- Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
- Become knowledgeable about the financial assets and products that our clients utilise
Accountant (Financial Services)
Posted 11 days ago
Job Viewed
Job Description
Overview
Location: Johannesburg, South Africa
Date posted: Monday, August 4, 2025
Job Ref: NFR /Angie
Recruiter: Network Recruitment
Are you a qualified Accountant with completed SAICA or SAIPA articles and solid experience in the Financial Services industry? We are actively searching for top-tier finance professionals who have honed their skills in high-performance environments and are ready to take the next step in their careers.
Summary: Accountant (Financial Services)
Qualifications- Completed articles (SAICA or SAIPA)
- Experience in Financial Services is essential (Banking, Insurance, Investment, Asset Management, etc.)
- Strong technical accounting, reporting, or regulatory knowledge
- Ambitious, detail-oriented professionals with a passion for excellence
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Accounting/Auditing and Finance
- Industries: Advertising Services
How to apply: If you are interested in this opportunity, please apply directly. For more finance jobs, please visit the site. If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles/positions. We also invite you to contact us to discuss your next career move in finance. For more information, contact Angelo (Angelique) Jardim, Specialist Recruitment Consultant.
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Accountant (Financial Services)
Posted 11 days ago
Job Viewed
Job Description
Join to apply for the Accountant (Financial Services) role at ExecutivePlacements.com - The JOB Portal
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SUMMARY:
A reputable and growing business is looking for a detail-oriented and proactive
Accountant (Financial Services)
Recruiter:
Network Recruitment
Job Ref:
NFR /Angie
Date posted:
Friday, June 27, 2025
Location:
Johannesburg, South Africa
SUMMARY:
A reputable and growing business is looking for a detail-oriented and proactive Accountant , with strong tax experience, to join their finance team. The ideal candidate will be responsible for the full accounting function, tax compliance, and supporting the business with accurate financial reporting and analysis. This role is ideal for someone with a solid foundation in accounting, paired with a deep understanding of tax legislation and requirements, who is eager to grow in a fast-paced and professional environment.
POSITION INFO:
Key Responsibilities:
- Prepare monthly management accounts and financial statements
- Handle VAT, PAYE, and other statutory submissions
- Prepare and submit corporate income tax returns (ITR14)
- Assist with tax planning and ensure compliance with current tax legislation
- Maintain accurate general ledger accounts and perform reconciliations
- Prepare audit packs and liaise with external Auditors during audits
- Support budgeting, forecasting, and cash flow reporting
- Assist with SARS correspondence and tax queries
- Ensure that all financial and tax records are maintained in compliance with the relevant regulations
- Provide support on ad hoc finance and tax projects as needed
- BCom Accounting or similar qualification (SAIPA/SAICA articles advantageous)
- Minimum 3–5 years accounting experience with a strong focus on tax
- Solid knowledge of South African tax laws and regulations
- Experience preparing and submitting SARS tax returns
- Proficient in accounting software (e.g., Xero, Sage, CaseWare, or similar)
- Strong Excel skills and high attention to detail
- Deadline-driven, with good problem-solving skills and initiative
- Experience with trusts or group structures
- Working knowledge of eFiling and related SARS platforms
- Exposure to IFRS or IFRS for SMEs
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Advertising Services
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#J-18808-LjbffrFinancial Services - Operations
Posted 10 days ago
Job Viewed
Job Description
A well established financial institution is seeking to hire a Commission and Data Reporting Officer.
Your education and duties of the following will enable you to move forward in the screening process:
Education:
National Education: Senior Certificate (Matric) required
Bachelors degree in finance, Financial Management, Economics, Business Administration, or a related field
Experience :
- Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
- Previous exposure to or familiarity with business reporting tools or platforms is advantageous.
Financial Acumen: Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.
Process Discipline : Comfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
Strong
Familiarity with commission systems (e.g., Commsplit), CRM platforms, and provider data portals.
Awareness of compliance and regulatory considerations in reporting.
Advantageous : Exposure to Power BI, or collaboration with data/reporting teams on dashboard requirements.
Skills
- Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written/verbal updates.
- Attention to Detail: High level of accuracy in handling reporting-related information.
- Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
- Process Coordination: Skilled in managing and improving routine reporting processes.
- Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
- Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
- Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP/XLOOKUP, data validation).
- Attributes
- Discretion and professionalism: Handles sensitive financial data and advisor-related documents with care and confidentiality.
- Client centric mindset
- Mature and positive attitude
- Self-starter and self-motivated
- Team player
- Professionalism
- Integrity
- Highly proactive
- Confident
Financial Services Consultant
Posted 19 days ago
Job Viewed
Job Description
Location: Hermanus, Overberg, Western Cape
Salary: TBC
What Youll Do:
- Manage warm leads and qualify client needs across services like policy encashments, tax emigration, forex, and more.
- Conduct virtual consultations and deliver tailored or scripted guidance (depending on role).
- Drive the full sales cycle, from initial contact to closing, with compliance front of mind.
- Collaborate closely with internal teams to ensure seamless service delivery.
- Maintain accurate client records via CRM tools (Salesforce or similar).
- Tertiary qualification in Finance, Commerce, Sales or related field
- Strong knowledge of South African tax law, exchange control regulations, and expat financial needs.
- RE5 / RE1 certification
- 2+ years experience in financial services, sales, or expat support preferred.
- Empathy, professionalism, active listening, and a consultative sales mindset.
- Comfortable with video calls, spreadsheets, and guiding clients through compliance steps.