141 Portfolio Management jobs in South Africa
Portfolio Management Admin Support - Remote
Posted 4 days ago
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SUMMARY :
Portfolio Management Admin Support - Remote
POSITION INFO : About our Client :
Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). They are also a member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).
Their approach has been developed over numerous years of advising people from different nationalities, age groups, and industries in Switzerland. They tailor their advice to personal circumstances by actively listening.
This means you walk away with what you need and not simply what your adviser wants to give you.
Our client’s mantra is simple: Always start with the basics as these are essential. They won’t promise to make you rich, but they promise to make you efficient. Their team of international experts offers advice in English, French, Spanish, and Portuguese.
Role expectations :
- Preparation of lump sum business applications and presales support to advisers
- Lump Sum Business Submission – processing new business applications and submission to providers on their panel (Finpension, SwissQuote + Company Platform from 2026)
- Presales and Pipeline Management for lump sum business – following and chasing new business applications to completion following company rules – updating internal working documents (Excel + CRM systems)
- Data Management of the Ongoing Board (AML / Risk Categorisation / Portfolio and Mandate / Fee Data / Client Data Management)
- Client services for lump sum clients – maintaining strong relationships with advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
- Withdrawal and
Manager Credit Risk Portfolio Management
Posted 19 days ago
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Details
Location: Johannesburg, ZA
Date: 3 Apr 2025
Reference:
Requisition and Talent Acquisition Consultant Details Location and ClusterTotal Business Banking and Retail - CDR - Risk Collection
Credit Collections
Manage Self Professional
Job PurposeTo provide client service by applying sound credit risk management principles with approved credit mandates through management of a designated portfolio of clients across multiple products enabling Nedbank to reduce the cluster impairment charge with the view to rehabilitate the client, in line with the business or individual turnaround strategy.
Job Responsibilities- Approve annual review of facilities by making decisions based on the credit risk policy guideline and credit norms in conjunction with relevant Nedbank strategy and the analysis based on the information provided.
- Analyse/Assess individual and juristic financial statements.
- Develop client exit or rehabilitation strategies by conducting inter-alia review of client facilities.
- Ensure policies and processes are followed within mandated signatories including checking and confirming the sign-off.
- Manage default accounts timeously by obtaining acceptable repayment arrangements or handover portfolio to legal collections.
- Give an overview of the book by developing and preparing portfolio review presentations based on Management Information Systems (MIS).
- Adapt to changes in Legislation by enforcing compliance to the changes.
- Ensure clean audit in area of responsibility by enforcing adherence to
Manager Credit Risk Portfolio Management
Posted 19 days ago
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Job Description
Nedbank Johannesburg, Gauteng, South Africa
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Nedbank Johannesburg, Gauteng, South Africa
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Requisition and Talent Acquisition Consultant Details
REQ - Twanette Coetser
Pipeline Advert
Location and Cluster
Total Business Banking and Retail - CDR - Risk Collection
Sandton, Gauteng
Career Stream
Credit Collections
Leadership Pipeline
Manage Self Professional
Manager Credit Risk Portfolio Management
Job Purpose
To provide client service by applying sound credit risk management principles with approved credit mandates through management of a designated portfolio of clients across multiple products enabling Nedbank to reduce the cluster impairment charge with the view to rehabilitate the client, in line with the business or individual turnaround strategy.
Key Deliverables
Credit and Credit Risk assessment and collections of arrears/excesse s of all products namely Current Accounts, Savings Accounts, Home Loan accounts, Commercial & Industrial Property, Personal Loan accounts, Term loans and Asset Based Finance {motor vehicles/yellow} goods.
Job Responsibilities
- Approve annual review of facilities by making decisions based on the credit risk policy guideline and credit norms in conjunction with relevant Nedbank strategy and the analysis based on the information provided.
- Analyse/Assess individual and juristic financial statements.
- Develop client exit or rehabilitation strategies by conducting inter-alia review of client facilities.
- Ensure policies and processes are followed within mandated signatories including checking and confirming the sign-off.
- Ensure policies and procedures are followed by reviewing recommended submissions from other parties.
- Manage default accounts timeously by obtaining acceptable repayment arrangements or handover portfolio to legal collections.
- Approve funding by making decisions based on the credit risk policy guideline and credit norms in conjunction with relevant Nedbank strategy and the analysis based on the information provided.
- Give an overview of the book by developing and preparing portfolio review presentations based on Management Information Systems (MIS).
- Adapt to changes in Legislation by enforcing the compliance to the changes.
- Ensure clean audit in area of responsibility by enforcing adherence to
Manager Credit Risk Portfolio Management
Posted 19 days ago
Job Viewed
Job Description
Details
Location: Johannesburg, ZA
Date: 11 Oct 2024
Reference:
Requisition and Talent Acquisition Consultant Details Location and ClusterTotal Business Banking and Retail - CDR - Risk Collection
Credit Collections
Manage Self Professional
Job PurposeTo provide client service by applying sound credit risk management principles with approved credit mandates through management of a designated portfolio of clients across multiple products enabling Nedbank to reduce the cluster impairment charge with the view to rehabilitate the client, in line with the business or individual turnaround strategy.
Credit and Credit Risk assessment and collections of arrears/excesses of all products namely Current Accounts, Savings Accounts, Home Loan accounts, Commercial & Industrial Property, Personal Loan accounts, Term loans and Asset Based Finance (motor vehicles/yellow goods).
Job Responsibilities- Approve annual review of facilities by making decisions based on the credit risk policy guideline and credit norms in conjunction with relevant Nedbank strategy and the analysis based on the information provided.
- Analyse/Assess individual and juristic financial statements.
- Develop client exit or rehabilitation strategies by conducting inter-alia review of client facilities.
- Ensure policies and processes are followed within mandated signatories including checking and confirming the sign-off.
- Manage default accounts timeously by obtaining acceptable repayment arrangements or handover portfolio to legal collections.
- Give an overview of the book by developing and preparing portfolio review presentations based on Management Information Systems (MIS).
- Adapt to changes in Legislation by enforcing the compliance to the changes.
- Ensure clean audit in area of responsibility by enforcing adherence to
Manager credit risk portfolio management
Posted today
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Job Description
Manager credit risk portfolio management
Posted today
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Job Description
Manager credit risk portfolio management
Posted today
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Senior Manager: Green Economy Portfolio Management
Posted 13 days ago
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Nedbank City of Johannesburg, Gauteng, South Africa
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Nedbank City of Johannesburg, Gauteng, South Africa
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To deliver, manage, monitor, evaluate and implement Corporate Social Investment (CSI) programmes within agriculture, energy, water, and waste sectors, aligned to Nedbank's CSI Green Economy strategy, in order to advance the
Learnership - Wealth Management
Posted 5 days ago
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Job Description
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Discovery Employee Benefits
Discovery Group Life is the fastest growing group risk insurer in South Africa, supported by exciting new initiatives within Discovery Employee Benefits. It will continue its focus on using Discovery’s state-of-the-art shared value model and behavioural science to help create benefits for employees across all industries in SA, enabling them to save towards a financially independent retirement while being protected by modern, valuable risk benefits for members and their families.
Key Purpose of the role
This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.
Areas of responsibility may include but not limited to
Wealth Management
Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business
Personal Attributes And Skills
- Innovative/ critical thinking/ and problem-solving skills
- Good attention to detail and levels of accuracy
- Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
- Time management and planning skills
- Ability to effectively prioritize and execute tasks in a high-pressure environment
- Ability to work independently and in a team orientated environment
- Service driven, a sense of urgency and a team player.
- Adapts to changing circumstances and handles criticism well and learns from it.
- Speaks fluently and writes in a well-structured and logical manner.
Grade 12 is essential.
- Maths (Minimum Level 4 – 50%)
- English (Minimum Level 4 – 50%)
- Maths Literacy (Minimum Level 5 - 60%)
- 2nd language (Minimum Level 4 – 50%)
- May have an incomplete tertiary (financial) qualification (advantage)
- Not be engaged in post Matric studies or formal employment.
- Not have completed any previous Learnership.
- Be between the ages of 18 and 30 years.
- Have effective communication skills in the written & verbal English language.
- Possess basic computer skills mainly MS Excel & MS Outlook
- Only South African candidates by birth will be considered.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. #J-18808-Ljbffr
Learnership - Wealth Management
Posted 7 days ago
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Learnership - Wealth ManagementBusiness Unit: Discovery Central Services
Date: 22 Aug 2025
Discovery Corporate & Employee Benefits Learnership: Wealth Management
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Discovery Employee Benefits
Discovery Group Life is the fastest growing group risk insurer in South Africa, supported by exciting new initiatives within Discovery Employee Benefits. It will continue its focus on using Discovery’s state-of-the-art shared value model and behavioural science to help create benefits for employees across all industries in SA, enabling them to save towards a financially independent retirement while being protected by modern, valuable risk benefits for members and their families.
Key Purpose of the role
This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.
Areas of responsibility may include but not limited to
Wealth Management:
Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business
Personal Attributes and Skills
- Innovative/ critical thinking/ and problem-solving skills
- Good attention to detail and levels of accuracy
- Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
- Time management and planning skills
- Ability to effectively prioritize and execute tasks in a high-pressure environment
- Ability to work independently and in a team orientated environment
- Service driven, a sense of urgency and a team player.
- Adapts to changing circumstances and handles criticism well and learns from it.
- Speaks fluently and writes in a well-structured and logical manner.
Education and Experience
- 2nd language (Minimum Level 4 – 50%)
- May have an incomplete tertiary (financial) qualification (advantage)
Specific Requirements:
- Not be engaged in post Matric studies or formal employment.
- Not have completed any previous Learnership.
- Be between the ages of 18 and 30 years.
- Have effective communication skills in the written & verbal English language.
- Possess basic computer skills mainly MS Excel & MS Outlook
- Only South African candidates by birth will be considered.
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.