248 High Net Worth Clients jobs in South Africa
Head, Private Banking
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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 seasoned and visionary Head of Private Banking to lead and grow our Private Banking proposition in the Garden Route area of the Western Cape. This strategic leadership role is accountable for business growth, client acquisition, and revenue delivery in a highly competitive and affluent market.
You will lead a team of high-performing Private Bankers to deliver bespoke financial solutions, while actively expanding our market presence, entrenching our brand, and deepening relationships with influential and high-net-worth clients. This role calls for a leader who thrives on business building, innovation, and exceptional client engagement, with a focus on delivering measurable growth and elevating the client experience.
Key Responsibilities:
- Market Growth & Business Development: Expand the Private Banking footprint, grow market share, and drive revenue through strategic business-building initiatives.
- Client Relationship Management: Cultivate long-term relationships with influential clients, delivering tailored investment, lending, and advisory solutions.
- Leadership & Team Development: Lead, inspire, and develop a high-performing Private Banking team to deliver exceptional results.
- Risk & Operational Oversight: Manage credit decisions, portfolio health, budgets, and compliance to ensure sustainable growth.
- Collaboration & Brand Positioning: Partner across teams to deliver integrated solutions and entrench the Bank's brand in the region.
Qualifications
- Bachelor's Degree (or equivalent NQF7 qualification) in Finance, Commerce, or related field, FAIS-aligned.
- RE1 – Regulatory Examination for Key Individuals: Required for approval as a Key Individual to oversee fit and proper compliance within Financial Services.
- RE5 – Regulatory Examination for Representatives: Required to provide financial advice and intermediary services under FAIS.
Experience Required
- Proven Leadership: 8–10 years' senior leadership experience in Private Banking, Wealth Management, or Affluent Client Services, leading teams of 10+ in a highly competitive market.
- Business Growth & Market Expansion: Demonstrated success in building and growing profitable client portfolios, driving market share, and unlocking new revenue opportunities.
- Credit Structuring & Risk Management: Extensive experience in preparing and motivating credit applications, partnering with Credit to deliver quality lending decisions, and managing portfolio health.
- Financial & Operational Expertise: Strong track record in budgeting, forecasting, cost management, governance, and implementing integrated, multi-product solutions to meet complex client needs.
Additional Information
Behavioural Competencies:
- Articulating Information & Developing Expertise
- Directing & Understanding People
- Embracing Change
- Interacting with People & Convincing People
- Making Decisions
- Producing Output
- Resolving Conflict
Technical Competencies:
- Business Acumen
- Financial Acumen
- People Strategy Development
- Product Knowledge (Consumer Banking)
- Risk Identification
- Risk Management
- Value Identification
Head, Private Banking
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Business Segment: Personal & Private Banking
Location: ZA, WC, Western Cape, Garden Route
Job Type: Full-time
Job Ref ID: A-0001
Date Posted: 9/3/2025
Job Description
We are seeking a seasoned and visionary Head of Private Banking to lead and grow our Private Banking proposition in the Garden Route area of the Western Cape. This strategic leadership role is accountable for business growth, client acquisition, and revenue delivery in a highly competitive and affluent market.
You will lead a team of high-performing Private Bankers to deliver bespoke financial solutions, while actively expanding our market presence, entrenching our brand, and deepening relationships with influential and high-net-worth clients. This role calls for a leader who thrives on business building, innovation, and exceptional client engagement, with a focus on delivering measurable growth and elevating the client experience.
Key Responsibilities:
Market Growth & Business Development: Expand the Private Banking footprint, grow market share, and drive revenue through strategic business-building initiatives.
Client Relationship Management: Cultivate long-term relationships with influential clients, delivering tailored investment, lending, and advisory solutions.
Leadership & Team Development: Lead, inspire, and develop a high-performing Private Banking team to deliver exceptional results.
Risk & Operational Oversight: Manage credit decisions, portfolio health, budgets, and compliance to ensure sustainable growth.
Collaboration & Brand Positioning: Partner across teams to deliver integrated solutions and entrench the Bank's brand in the region.
Qualifications
Bachelor's Degree (or equivalent NQF7 qualification) in Finance, Commerce, or related field, FAIS-aligned.
RE1 – Regulatory Examination for Key Individuals: Required for approval as a Key Individual to oversee fit and proper compliance within Financial Services.
RE5 – Regulatory Examination for Representatives: Required to provide financial advice and intermediary services under FAIS.
Experience Required
Proven Leadership: 8–10 years' senior leadership experience in Private Banking, Wealth Management, or Affluent Client Services, leading teams of 10+ in a highly competitive market.
Business Growth & Market Expansion: Demonstrated success in building and growing profitable client portfolios, driving market share, and unlocking new revenue opportunities.
Credit Structuring & Risk Management: Extensive experience in preparing and motivating credit applications, partnering with Credit to deliver quality lending decisions, and managing portfolio health.
Financial & Operational Expertise: Strong track record in budgeting, forecasting, cost management, governance, and implementing integrated, multi-product solutions to meet complex client needs.
Additional Information
Behavioural Competencies:
Articulating Information & Developing Expertise
Directing & Understanding People
Embracing Change
Interacting with People & Convincing People
Making Decisions
Producing Output
Resolving Conflict
Technical Competencies:
Business Acumen
Financial Acumen
People Strategy Development
Product Knowledge (Consumer Banking)
Risk Identification
Risk Management
Value Identification
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
Private Banking Analyst Private Wealth
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Job Description
To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
Hello future Banking Advisor
Welcome to FNB, the home of the chargeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
Now's the time to imagine your potential in a team where experts come together and ignite effective change.
Are You Someone Who Can;
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through.
- Ensure effective management of the leads pipeline.
- Develop, encourage and nurture collaborative relationships across the FRG.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
- Contribute to innovation by finding faster and more accurate ways of working.
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- Act responsibly with work related resources in order to contribute to cost containment.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
- Provide sound services and recommendations based on customer and client needs, current information and trends.
- Achieve expected financial targets and uphold associated service levels.
You Will Be an Ideal Candidate If You
- Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
- Experience - 2 to 3 years' experience within a Sales/Service area of a financial environment.
- A person must not be unrehabilitated insolvent.
You Will Have Access To
- Opportunities to network and collaborate.
- Challenging Working Opportunities to innovate.
We Can Be a Match If You Are
- Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.
FNB
LI-EM1
We look forward to engaging with you further. Apply now
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
05/10/25
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Manager, Relationship, Private Banking
Posted today
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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
To grow, maintain and retain a portfolio of signature banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Qualifications
Minimum Qualifications
Type of Qualification:
First Degree (NQF7)
Field of Study:
Business Commerce
Experience Required
Affluent Clients
Personal and Private Banking
- 5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)
- Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions
- The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position
- Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
- Analyse client's financial information and formulates solutions on how to respond to a client's needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)
- Ensure that all clients in the portfolio meet the segmentation criteria as per defined parameters.
Additional Information
Behavioural Competencies:
- Articulating Information
- Conveying Self-Confidence
- Convincing People
- Developing Expertise
- Developing Strategies
- Exploring Possibilities
- Impressing People
- Interacting with People
- Interpreting Data
- Making Decisions
- Meeting Timescales
- Producing Output
- Providing Insights
- Pursuing Goals
- Seizing Opportunities
- Taking Action
- Understanding People
- Upholding Standards
- Valuing Individuals
Technical Competencies:
- Banking Process & Procedures
- Commercial Acumen
- Customer Understanding ( Consumer Banking)
- Financial Acumen
- Product Knowledge (Consumer Banking)
- Risk Identification
- Risk Reporting
Manager, Relationship, Private Banking
Posted today
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Job Overview
Business Segment: Personal & Private Banking
Location: ZA, Gauteng, Rusternburg/Klerksdorp, North West
Job Type: Full-time
Job Ref ID: A-0001
Date Posted: 10/18/2025
Job Description
To grow, maintain and retain a portfolio of signature banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Qualifications
Minimum Qualifications
Type of Qualification: First Degree (NQF7)
Field of Study: Business Commerce
Experience Required
Affluent Clients
Personal and Private Banking
5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)
Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions
The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position
Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
Analyse client's financial information and formulates solutions on how to respond to a client's needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)
Ensure that all clients in the portfolio meet the segmentation criteria as per defined parameters.
Additional Information
Behavioural Competencies:
Articulating Information
Conveying Self-Confidence
Convincing People
Developing Expertise
Developing Strategies
Exploring Possibilities
Impressing People
Interacting with People
Interpreting Data
Making Decisions
Meeting Timescales
Producing Output
Providing Insights
Pursuing Goals
Seizing Opportunities
Taking Action
Understanding People
Upholding Standards
Valuing Individuals
Technical Competencies:
Banking Process & Procedures
Commercial Acumen
Customer Understanding ( Consumer Banking)
Financial Acumen
Product Knowledge (Consumer Banking)
Risk Identification
Risk Reporting
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
Lead Generator private Banking
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Sales Lead – Medical Billing & Software Solutions (Western Cape)
Are you a high-performing, consultative sales professional who thrives on closing deals, building relationships, and dominating your sales targets? Do you want to work in the booming healthcare tech sector and take ownership of your earnings and career growth? If yes—this is the role for you.
We're on the hunt for a Sales Lead to drive new-business sales and revenue growth for our cutting-edge medical billing and payment software solutions. This is a senior, individual contributor role with serious potential to grow into a Sales Manager as we scale.
Why This Role Rocks:
- High Earning Potential: Base salary of R35k/month + uncapped commission. Top performers can earn around R530k/year OTE.
- Career Growth: Step into a team lead role and shape the future of the sales function.
- Autonomy & Impact: Be the go-to market voice, help shape messaging, and influence product adoption.
- Exciting Market: Work with specialist doctors and private healthcare practices—an industry ready for disruption.
What You'll Do:
Sales & Revenue Growth (70% of your time)
- Hit and exceed monthly, quarterly, and annual targets with a pipeline coverage of 3–4× quota.
- Your primary responsibility is to acquire new business - you will need to visit leads face to face and love being on the phone
Dedicate 70%+ of time to prospecting, pitching, and closing net-new business with specialist practices.
Own the full sales cycle: prospect, pitch, negotiate, close, and handover to Customer Success.
Provide accurate sales forecasts, pipeline insights, and performance reports.Relationship Building & Market Presence
Build trust-based relationships with doctors, practice managers, and healthcare decision-makers.
- Represent the company at conferences, networking events, and industry forums.
- Stay ahead of market trends, competitor activity, and emerging opportunities.
Collaboration & Strategic Input
- Share ideal customer insights, field feedback, and proof points with marketing.
- Help refine campaigns, demos, and onboarding experiences to boost conversion.
Who You Are:
- Proven net-new sales track record in healthcare, medical billing, private banking, or SaaS/software (5+ years, references required).
- Consultative, solution-driven approach with strong business acumen—doctors trust your advice.
- Tech-savvy and comfortable using CRM, pipeline management tools, and Microsoft/Google Workspace.
- Cape Town–based, hybrid (2 days/week in Bellville), with a valid driver's licence and own vehicle for local and occasional national travel.
- Fluent in English and Afrikaans.
Core Competencies:
- Results & target orientation – quota and pipeline focused
- Technology fluency – quickly adopt and explain tech solutions
- Relationship building – trust, credibility, long-term partnerships
- Problem-solving & negotiation – navigate complex decisions and objections
- Customer-centric mindset – deliver measurable value to practices
- Commercial awareness – understand financial drivers of private healthcare practices
Perks & Benefits:
- Uncapped commission – your income is in your hands
- Growth path to Sales Manager
- Influence product adoption and market strategy
- Work with a collaborative, innovative, and ambitious team
- Report to the CMO (Chief Marketing Officer) and work with Executive team in being the key voice of the market - build the campaigns with the team
If you're hungry for success, love building relationships, and want a role where your efforts directly impact your earnings and career trajectory, we want you on our team.
Apply now and take your sales career to the next level.
Job Type: Full-time
Pay: Up to R35 000,00 per month
Work Location: In person
Private Banking Analyst-3
Posted today
Job Viewed
Job Description
Job Description
To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through.
- Ensure effective management of the leads pipeline.
- Develop, encourage and nurture collaborative relationships across the FRG.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
- Contribute to innovation by finding faster and more accurate ways of working.
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- Act responsibly with work related resources in order to contribute to cost containment.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
- Provide sound services and recommendations based on customer and client needs, current information and trends.
- Achieve expected financial targets and uphold associated service levels.
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
06/10/25
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
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Head, Central Finance, Personal & Private Banking
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Head, Central Finance, Personal & Private Banking
Job Overview
Business Segment: Personal & Private Banking
Location: ZA, GP, Johannesburg, 30 Baker Street
To provide consolidated Management Information, financial reporting and detailed insights for PPB Group holistically that is relevant, incisive and timeous in order to optimise strategic decision making. Lead and drive the development of the necessary material needed for external result presentations and analyst meetings and prepare responses to analysts' queries as well as interactions with Investor Relations. Lead the consolidation and reporting of PPB Group holistic budgets, revised estimates and rolling forecasts.Lead and drive the PPB Group narrative development for all internal and external business positioning, including analyst and investor engagements and Board discussions. Develop, drive and lead the change plan, including innovation, optimization, and change management across the continent for PPB Finance.
Qualifications
Qualification:
- Post Graduate Degree in Finance and Accounting
Experience Required:
- More than 10 yearsunderstanding of the end-to-end Financial Value Chain in Financial Services, specifically Retail Banking
- Experience in consolidating large business reports and planning management information with detailed analysis and insights to direct strategic decision making on C-Suite level.
- The role requires previous experience in heading up a finance team and delivering key MIS to business unit.
- Experience and capability to lead and drive change management in a finance department or business unit
- Management Accounting reporting experience.
- Broad understanding of a business environment.
- Knowledge of financial analysis techniques.
- Construct, read and interpret financial statements.
- Computer literacy in well-known applications.
- Experience of industry key ratio comparatives.
Head of Combined Assurance: Personal and Private Banking
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Empowering Africa's tomorrow, together…one story at a time.
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
In charge of a pro-active and comprehensive combined assurance agenda across all lines of defence, spanning the entire Personal and Private Banking. This includes transforming the function to a future-fit capability. Furthermore, accountable for the conformance testing agenda in Personal and Private Banking.
Job Description
JOB OVERVIEW
In charge of a pro-active and comprehensive combined assurance agenda across all lines of defence, spanning the entire Personal and Private Banking. This includes transforming the function to a future-fit capability. Furthermore, accountable for the conformance testing agenda in Personal and Private Banking.
KEY ACCOUNTABILITIES
Strategy and Governance: (10%)
- Set the Personal and Private Banking strategy and framework for combined assurance.
- Lead the combined assurance agenda for the Personal and Private Banking business unit.
- Monitor execution and delivery in line with the combined assurance strategy and ensure appropriate turnaround of delays and deviations.
- Establish, manage, and optimise an effective senior Combined Assurance Forum for the Personal and Private Banking business area, including the definition of an appropriate terms of reference and identification and selection of committee members.
- On a periodic basis, chair and shape the agenda of the Combined Assurance Forum for Personal and Private Banking, where the current status of the plan is discussed in the context of the combined assurance focus areas. Facilitate a discussion on any proposed changes to the plan and cover the results of assurance activity and the impact of this on the risk profile, including the articulation of any emerging risks.
- Drive conformance to the Combined Assurance Policy, Assurance Standard, and any related assurance methodologies as defined by Absa Group Limited.
- Proactively manage requirements and priorities of all stakeholders to deliver on the combined assurance priorities.
- Apply the highest standards of risk and control management practices and behaviours.
- Embed a positive risk and control culture across Personal and Private Banking.
Strategic Transformation of Combined Assurance: (15%)
Strategically lead the transformation of the combined assurance function across all assurance providers and lines of defence in Personal and Private Banking. Through a consultation process and subsequent, measured, and deliberate effort:
Shape assurance activity to ensure more coverage, with less intrusive audit procedures, e.g., testing of algorithms, continuous monitoring, indicators, etc.
- Design a combined assurance ecosystem where quick decisions are made to change direction if the underlying factors require changes to the plan.
- Work with Group teams and drive automation of combined assurance execution and management.
- Drive the automation of controls assurance across Personal and Private Banking in line with Absa processes, frameworks, policies, and standards, as well as industry best-practice approaches to ensure that outcomes of automated assurance can be relied upon by all assurance providers.
- Continuously stay abreast of industry developments and learning on the topic of combined assurance and shape the Personal and Private Banking agenda and capability as appropriate.
- Assess Personal and Private Banking capability and design a plan to respond where opportunities to improve are identified.
Combined Assurance Planning, Execution and Monitoring: (40%)
- Drive the definition a comprehensive combined assurance plan for Personal and Private Banking by consulting with all assurance providers across the three lines of defence.
- Map the plan to strategic objectives and key processes to ensure coverage of material risks and key controls in Personal and Private Banking.
Ensure that the plan covers material focus areas, including:
Controls relating to material inherent risks as per Risk and Control Assessments (RCAs) identified across the value chain.
- Inherently material risk types.
- Regulatory and compliance landscape.
- Material change projects which require assurance.
- Risk reduction plans (including remediation of risk events or material issues).
- Results of previous assurance.
- Policy conformance testing.
Emerging risks.
Shape assurance activity to ensure appropriate sequence of testing across the lines of defence, led by first line.
- Shape assurance activity to avoid duplication and avoid saturation of audit activities in areas in the business unit at any point in time.
- Shape the assurance plan to one which assigns the activities to the most appropriate assurance provider, internal or external.
- Consider the use of less intrusive assurance techniques to replace traditional assurance approaches as part of combined assurance planning.
- Become pro-active in driving the combined assurance agenda as opposed to simply consolidating the assurance plans from various assurance providers.
- Drive the quality of all combined assurance related data across the various risk systems to enable effective analysis that supports management's risk decision-making, and collation of insights for combined assurance management and reporting. Ensure the standardisation of capturing to improve quality and ease of reporting.
Embed, enforce, and enhance as required, a proactive formal process for consistently managing the plan and changes to the plan that supports using the authoritative combined assurance system. Specifically:
Define and implement a process to proactively and continuously monitor execution against the plan.
- Proactively identify items at risk and drive the turnaround thereof.
- Facilitate the resolution of any conflicts, capacity challenges or any other matters hampering the successful delivery of the plan.
Review and challenge all changes to the plan to ensure that changes are risk-based and made in line with defined processes and appropriate governance and oversight.
On a regular basis (minimum monthly), provide portfolio-level feedback to all stakeholders on progress against the plan and any other factors relating to and / or impacting delivery of the plan.
- Continuously monitor and analyse assurance results and share themes and insights for response by management, including any emerging risks as demonstrated by outcomes of assurance.
- Continuously consider the appropriateness of the plan and drive changes to the plan by influencing other assurance providers' plans in real time where any changes to these elements occur.
Conformance Agenda: (30%)
- Drive conformance to the Combined Assurance Policy, Assurance Standard, and any related assurance methodologies as defined by Absa Group Limited.
- Drive conformance by leading the full conformance testing agenda for Personal and Private Banking.
- Define a conformance review plan that covers all business units across Personal and Private Banking. Ensure that the conformance testing plan supports the Personal and Private Banking combined assurance agenda and ensures conformance to Absa frameworks, policies, and standards.
- Continuously consider the appropriateness and relevance of the conformance testing plan and adjust the plan to accommodate any changes in the risk landscape through the combined assurance process.
- Identify opportunities to streamline and integrate the conformance testing plan to reduce intrusion on first line teams.
- Perform comprehensive independent conformance testing to ensure conformance to Absa frameworks, policies, and standards.
- Evaluate the quality of data maintained on risk management tools and systems and provide recommendations for remediation where weaknesses are identified.
- Perform comprehensive independent conformance testing to ensure that results of first line Management Assurance testing can be relied upon (quality and consistency), in line with requirements of Absa Risk and Assurance Standards. Drive improvement, where required.
- Raise Dispensations, Waivers, and Breaches (DWBs) or issues where non-conformances have been identified, especially where these are material.
- Engage business stakeholders and maintain effective follow-up and tracking of the remediation of weaknesses and gaps identified through conformance testing.
- Report all material concerns as appropriate and through risk and control governance committees.
- Define and implement less intrusive assurance techniques for conformance testing (automation, data analysis, checklists, etc.).
People Management (As applicable): (5%)
- Manage, motivate, and develop a high performing assurance team by embedding formal performance development and providing appropriate interventions and opportunities.
- Equip teams to deliver in line with the expectations of a high performance culture.
- Provide strategic direction to the team in line with the strategic vision of the business area, Group, and frameworks, policies, and standards.
Perform other managerial people management functions, including but not limited to:
Recruitment.
- Disciplinary and grievance process when required.
- Succession planning.
BACKGROUND AND EXPERIENCE
Education
- Bachelor's degree in Commerce, Finance, Audit, Risk Management, or similar (NQF level 7).
Experience
- 7-10 years financial services experience.
- 5-7 years combined assurance experience.
- 7-10 years risk management experience.
- 5-7 years in Enterprise Risk and/or Assurance Function.
Knowledge and Skills
- Strong background in audit management.
- Strong background in controls assurance.
- Strong technical competence is risk, governance, and control.
- Experience in policy formulation, implementation, interpretation, and influence.
- Strategic planning and delivery.
- Strong verbal and written communication.
- Reporting experience at a senior level.
- Senior stakeholder presentation skills.
- Data analytics – both for management reporting and assurance purposes.
- Strong team leadership and organisational skills.
- Able to operate and deliver under pressure.
- Managing a wide range of priorities with multiple objectives.
- Ability to set and meet performance targets.
Competencies
- Driven, self-initiated, and self-motivated.
- Visionary, innovative / creative.
- Planning and organising.
- Deciding and initiating action.
- Problem solving.
- Results oriented, delivery focused, and able to execute in line with set deadlines.
- Business acumen.
- Resilience and emotional intelligence.
- Relating and networking.
- Coordination and execution.
- Collaboration and influencing.
- Highly effective communicator with excellent interpersonal skills.
- High level of energy and enthusiasm.
Education
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Head, Finance, Group Schemes, Personal & Private Banking SA
Posted today
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Head, Finance, Group Schemes, Personal & Private Banking SA
Business Segment: Personal & Private Banking
Location: ZA, GP, Johannesburg, 30 Baker Street
To fully take accountability for the translation and implementation of finance strategy into supported business area. Provide leadership, vision, direction to financial management team and ensure the implementation of full financial management services into supported business.
Qualifications- Post Graduate Degree in Finance
- CA(SA) ideal
- 8-10 Years' Experience in Finance Business Partnering across the finance value chain
- Experience in a financial or management accounting role
- Experience working with senior stakeholders across finance intersection points