141 Portfolio Management jobs in South Africa

Portfolio Management Admin Support - Remote

Gauteng, Gauteng SA Sales Fraternity

Posted 4 days ago

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Job Description

workfromhome

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
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Manager Credit Risk Portfolio Management

Johannesburg, Gauteng nedbank

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 Cluster

Total Business Banking and Retail - CDR - Risk Collection

Credit Collections

Manage Self Professional

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.

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
This advertiser has chosen not to accept applicants from your region.

Manager Credit Risk Portfolio Management

Johannesburg, Gauteng Nedbank

Posted 19 days ago

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Job Description

Nedbank Johannesburg, Gauteng, South Africa

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

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

This advertiser has chosen not to accept applicants from your region.

Manager Credit Risk Portfolio Management

Johannesburg, Gauteng Nedbank

Posted 19 days ago

Job Viewed

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Job Description

Details

Location: Johannesburg, ZA

Date: 11 Oct 2024

Reference:

Requisition and Talent Acquisition Consultant Details Location and Cluster

Total Business Banking and Retail - CDR - Risk Collection

Credit Collections

Manage Self Professional

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.

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
This advertiser has chosen not to accept applicants from your region.

Manager credit risk portfolio management

Johannesburg, Gauteng Nedbank

Posted today

Job Viewed

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Job Description

permanent
Nedbank Johannesburg, Gauteng, South Africa Join or sign in to find your next job 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 Get AI-powered advice on this job and more exclusive features. Requisition and Talent Acquisition Consultant Details REQ - Twanette CoetserPipeline AdvertLocation and Cluster Total Business Banking and Retail - CDR - Risk CollectionSandton, GautengCareer StreamCredit CollectionsLeadership PipelineManage Self ProfessionalManager Credit Risk Portfolio Management 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.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
This advertiser has chosen not to accept applicants from your region.

Manager credit risk portfolio management

Johannesburg, Gauteng Nedbank

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Details Location: Johannesburg, ZA Date: 11 Oct 2024 Reference: Requisition and Talent Acquisition Consultant Details Location and Cluster Total Business Banking and Retail - CDR - Risk Collection Credit Collections Manage Self Professional 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. 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
This advertiser has chosen not to accept applicants from your region.

Manager credit risk portfolio management

Johannesburg, Gauteng Nedbank

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Details Location: Johannesburg, ZA Date: 3 Apr 2025 Reference: Requisition and Talent Acquisition Consultant Details Location and Cluster Total Business Banking and Retail - CDR - Risk Collection Credit Collections Manage Self Professional 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. 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
This advertiser has chosen not to accept applicants from your region.
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Senior Manager: Green Economy Portfolio Management

Johannesburg, Gauteng Nedbank

Posted 13 days ago

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Nedbank City of Johannesburg, Gauteng, South Africa

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Join to apply for the Senior Manager: Green Economy Portfolio Management role at Nedbank

Nedbank City of Johannesburg, Gauteng, South Africa

Join to apply for the Senior Manager: Green Economy Portfolio Management role at Nedbank

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

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Learnership - Wealth Management

Gauteng, Gauteng Discovery Limited

Posted 5 days ago

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Job Description

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

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)

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. #J-18808-Ljbffr
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Learnership - Wealth Management

Sandton, Gauteng Discovery Limited

Posted 7 days ago

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Job Description

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Learnership - Wealth Management

Business 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.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
 

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