99 Portfolio Management jobs in South Africa

Nedbank Johannesburg, Gauteng, South Africa

Join to apply for the Manager Credit Risk Portfolio Management role at Nedbank

Nedbank Johannesburg, Gauteng, South Africa

Join to apply for the Manager Credit Risk Portfolio Management role at Nedbank

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Requisition and Talent Acquisition Consultant Details

REQ 132699 - 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 bank policies, process and procedures and industry regulations.
• Implement sound credit risk management by providing advice on specialized credit risk matters to cross functional teams and direct reports, where applicable
• Recommend enhancement to processes by constantly seeking innovative improvements to the credit systems.
• Motivate staff where applicable to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes
  
  

• Minimum 5 years' experience in a Credit role in a Banking environment
• Minimum 5 years' experience Analysing and Assessing individual and juristic financials.
  
  

• Successfully compelted NQF Level 6 of Higher in a Finance or Credit-related field
  
  

• Business administration and management
• Change management
• Client service management
• Communication Strategies
• Financial Accounting Principles
• Governance, Risk and Controls
• Organisational systems
• Principles of project management
• Strategic planning
• Management information and reporting principles, tools and mechanisms
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales

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Details

Location: Johannesburg, ZA

Date: 11 Oct 2024

Reference: 132698

Total Business Banking and Retail - CDR - Risk Collection

Credit Collections

Manage Self Professional

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.

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).

• 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 bank policies, process and procedures and industry regulations.
• Implement sound credit risk management by providing advice on specialized credit risk matters to cross functional teams and direct reports, where applicable.
• Recommend enhancement to processes by constantly seeking innovative improvements to the credit systems.
• Motivate staff where applicable to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes.

• Minimum 5 years' experience in a Credit role in a Banking environment.
• Minimum 5 years' experience Analysing and Assessing individual and juristic financials.

• Successfully completed NQF Level 6 of Higher in a Finance or Credit-related field.

• Business administration and management
• Change management
• Client service management
• Communication Strategies
• Governance, Risk and Controls
• Organisational systems
• Principles of project management
• Strategic planning
• Management information and reporting principles, tools and mechanisms

Join to apply for the Principal Professional, Project Portfolio Management role at New Development Bank (NDB)

Join to apply for the Principal Professional, Project Portfolio Management role at New Development Bank (NDB)

Direct message the job poster from New Development Bank (NDB)

Closing on: July 31, 2025 at 11:59pm (China Standard Time)

Based in: Shanghai, China

Target Market: Global recruitment

Reporting to Director General, Project Portfolio Management, or any other manager as the VP and COO may designate from time to time, the incumbent will act as a senior expert and be responsible for preparation, review of operations policies and guidelines related to appraisal, negotiation and monitoring of investment projects, in line with standards of multilateral development banks. The incumbent will also be responsible for supporting project implementation monitoring at a portfolio level.

This position will focus on development of internal regulatory framework (polices and guidelines) for sovereign, sovereign guaranteed operations and non-sovereign operations.

Specific responsibilities include but not limited to:

• Draft and update operational policies, guidelines, regulations and procedures in close collaboration with other departments of the Bank.

• Identify, build, and incorporate lessons learned from the Bank’s operations, from project origination stage, project appraisal process, to project implementation stage, for both sector knowledge and operational experiences, in close collaboration with other Departments under Vice Presidency of Operations (OPS) as well as the Regional Offices and Centers.

• Build and manage relationships with project financing experts of other MDBs, national development banks and other financing institutions to identify best practices applicable to NDB.

• Contribute to the development of new products under Operations.

• Contribute to the development of the NDB’s business strategy.

• Conduct regular evaluations and analysis to improve the quality of Bank’s entire project portfolio.

• Support Regional Offices and Centers and the East-Asia Pacific Desk in strengthening implementation monitoring and expediting of disbursements for Bank’s projects.

• Conduct analysis of operations to improve the quality of Bank’s entire project portfolio.

• Keep abreast of the market developments, trends, opportunities and challenges in infrastructure landscape and long-term financing and provide inputs to NDB OPS management on operations strategy, policies and business plans.

• Other duties and responsibilities assigned from time to time.

Position requirements:

• Minimum 9 years of relevant professional experience in multilateral development banks on positions focused on project appraisal, implementation and operational policies.

• Successful track-record in sovereign/non-sovereign project financing and implementing in one or several sectors: clean energy, water, waste and sanitation; transport; urban development, environment protection and energy efficiency; health and education.

• Proven expertise in developing new banking products, devising policies and guidelines, designing business processes for banking operations.

• Excellent verbal and written communication skills.

• Solid knowledge of economic analysis and financial analysis of investment projects

• Master’s Degree or equivalent in a relevant field from a reputed university.

For candidates based in Russia, if you face any technical difficulties, please email your resume and cover letter to with the Job Title and Requisition Number in the email subject line.

Please note, this position is being re-advertised. Previous applicants need not apply as their applications will be evaluated together with the new set of applications.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Legal
• Industries Law Practice and Legal Services

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Job Description

Credit Risk Portfolio Management for Blue Banner and SBSA Securitization assets. Responsibilities include producing monthly reporting information and packs, presenting at governance committees, managing credit risk and related projects, and working with a team responsible for the health of the overall Home Services credit portfolio. The role involves analyzing consumer credit data to inform credit decisions, portfolio management, impairment models, and risk appetite recommendations. Collaboration with the impairment modelling team is essential to enhance the IFRS9 impairment model. The role also involves building and improving predictive rolling forecasts and stress testing models, developing new reporting elements, and informing payment strategies through detailed analytics. You will consult with stakeholders to meet analytical requirements and proactively seek to optimize reporting through automation and value-added solutions.

Qualifications

• Completed Matric
• Science degrees (MSc, BSc, B Bus) in Mathematics, Statistics, IT, Actuarial Science, Engineering, Computer Science, or relevant fields
• Proficiency in SAS or SQL; experience with SAS Viya, Control M, or other coding languages is advantageous
• High computer literacy with MS Excel, Word, and PowerPoint

Experience

• 4-6 years in modelling, reporting, and analytics roles

Behavioral Competencies

• Practical Approaches
• Effective Communication
• Leadership Skills
• Fact Documentation
• Empowerment

Technical Competencies

• Active Listening
• Compliance Awareness
• Customer Relationship Management
• Data Compliance and Quality

Careers

Are you passionate about Africa's potential? Driven to succeed? Join Standard Bank Group, where over 50,000 dedicated individuals work towards Africa's growth. We value our people and aim to create an environment where you can bring your whole self, pursue your dreams, and shape a brighter future for Africa. If you're ready to make an impact, become part of our dynamic team.

Join to apply for the Junior Professional, Treasury and Portfolio Management role at New Development Bank (NDB)

Join to apply for the Junior Professional, Treasury and Portfolio Management role at New Development Bank (NDB)

Direct message the job poster from New Development Bank (NDB)

Closing on: July 17 at 11:59 pm (China Standard Time)

Duty Station: Shanghai, China

Target Market: Global recruitment

Job Description: Junior Professional, Treasury and Portfolio Management

The Treasury and Portfolio Management Department (TMPD) is responsible for fund raising, liquidity and portfolio management and related functions and is headed by Director General (DG), Treasury and Portfolio Management. Reporting to the Chief, Treasury Division, this position is responsible for assisting and handling all activities related to treasury activities, fund-raising projects, and administrative support, such as budget, investor presentations.

Specific responsibilities include but are not limited to:

• Review borrowing related documents and arrange signing documentation.
• Liaise with various internal departments, including Operations, Risk Management, and Finance, Budget and Accounting, to manage treasury/funding matters and back-office settlements.
• Maintain accurate and timely records of all financial transactions in the treasury management system.
• Liaison with banks and investors on credit line application and maintenance.
• Assist in the investor relationship maintenance and preparation for roadshow logistics.
• All treasury related payments, and budget process including utilization control.
• Support in the marketing material and investor relations presentations.
• coordinate the database with information of the investor base, maintain the information update, and support strategies to cover target investors of the bank
• Assist in the preparation of information requested by internal and external audit, compliance and other stakeholders.
• Monitor the global finance market and prepare market monitor reports.
• Any adhoc tasks as required.

Position Requirements

• A minimum of 1 year of relevant full-time professional experience is preferred in multilateral development banking, private sector bank, and/or financial institutions or any other organization.
• Candidates with less than one year full-time professional experience, and fresh graduates who have obtained qualifications, as required by NDB, could also be considered.
• Master’s Degree or equivalent in a relevant professional field from a reputed university.
• Problem-solving, communication and interpersonal skills with high resilience and drive in achieving objectives and goals.
• Ability to manage multiple issues and effectively prioritize workload.
• Microsoft Office package knowledge
• VBA development and Power BI skills would be a plus
• Fluency in English essential to communicate in writing and speaking. Knowledge of a second language (preferably from one of the member countries) is desirable.

For candidates based in Russia, if you face any technical difficulties, please email your resume and cover letter to with the Job Title and Requisition Number in the email subject line.

• Seniority level Entry level

• Employment type Full-time

• Job function Legal
• Industries Financial Services and International Trade and Development

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Join to apply for the Wealth Management Associate role at ExecutivePlacements.com - The JOB Portal

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Join to apply for the Wealth Management Associate role at ExecutivePlacements.com - The JOB Portal

SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

Recruiter:

The Recruitment Council

Job Ref:

Wealth Management As.

Date posted:

Tuesday, May 13, 2025

Location:

Claremont, South Africa

Salary:

Market Related

SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

POSITION INFO:

Job Headline:

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town

• Prepare client onboarding documentation and manage CRM updates
• Liaise with internal teams and service providers on client matters
• Draft Record of Advice and ensure compliance with FAIS and FICA
• Compile asset allocation reports, proposals, and financial needs analyses
• Assist with onboarding complex client structures (local and offshore)
• Collaborate with paraplanners and contribute to reporting innovation
  
  

• 3–5 years'' experience in financial planning or wealth management
• Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)
• CFP and RE5 (advantageous)
• Strong organisational skills and attention to detail
• Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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• Valid Matric.
• Own reliable vehicle.
• Bachelors degree (BCom, LLB, or related degree)
• Must be bilingual English and Afrikaans.

• Design and implement tailored financial strategies to individuals, groups and businesses alike, by analysing financial portfolio and identifying strategic investment opportunities- local and offshore.
• Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans.
• Conduct regular portfolio reviews and make data-driven recommendations to optimize client outcomes.
• Stay up-to-date with market/economic trends, financial strategies, and regulatory developments.
• Collaborate with internal and external experts to deliver holistic wealth solutions.

• Strong analytical skills with a client-centric approach.
• Excellent communication and interpersonal skills.
• A high degree of integrity and professional ethics.

• Be part of a forward-thinking and client-first environment.
• Access to a wide range of resources and tools to support your success.
• Competitive compensation package and performance-based incentives.
• Opportunities for professional growth and development.

Wealth Management Associate Support a Senior Director at a Leading Financial Services Firm | Cape Town

Position: Wealth Management Associate (WMA)
Location: Cape Town
Industry: Financial Services / Wealth Management
Reporting To: Director / Key Individual
Recruiter: The Recruitment Council

Overview:
A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients. The ideal candidate will have strong administrative and technical skills, with experience in financial planning support, client documentation, and compliance.

Key Responsibilities:

• Prepare client onboarding documentation and manage CRM updates

• Liaise with internal teams and service providers on client matters

• Draft Record of Advice and ensure compliance with FAIS and FICA

• Compile asset allocation reports, proposals, and financial needs analyses

• Assist with onboarding complex client structures (local and offshore)

• Collaborate with paraplanners and contribute to reporting innovation

Requirements:

• 35 years' experience in financial planning or wealth management

• Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)

• CFP® and RE5 (advantageous)

• Strong organisational skills and attention to detail

• Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial

Why Apply?
This is an opportunity to join a high-performing advisory team in a role that combines operational execution with client impact. Ideal for a proactive, detail-driven professional looking to grow within a reputable firm