138 Risk Consultant jobs in South Africa
Risk Consultant
Posted 3 days ago
Job Viewed
Job Description
Job Requisition -
Closing Date - 23 September 2025
Location - KZN
Cluster - Nedbank Wealth - Division - Nedbank Insurance
Please Note: Preference will be given to applicants from Underrepresented Groups
Sales And Services
Manage Self: Technical
FAIS AffectedFAIS Affected - Yes
Job PurposeTo attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives.
Job Responsibilities- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc).
- Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
- Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
- Follow laid down processes in opening of accounts by using checklist and account opening matrix.
- Complete weekly compliance training and assessment online to keep up to date on changes.
- Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.
- Action daily control reports and attach correct documentation.
- Identify new clients and their needs through needs analysis and provide a suitable solution.
- Cross sell to existing clients by establishing need through financial fitness discussions.
- Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.
- Ensure that every deal done is priced in line with Business Unit objective and strategy.
- Generate revenue through charging for ad hoc services provided to clients.
- Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.
- Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
- Participate in end of day discussion and apply recommendations from manager to optimise sales results.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
- Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
- Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
- Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
- Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team. Maintain world class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them.
- Ensure that client complaints and queries are resolved timeously by using relevant complaints system.
- Adhere to the ask once promise to clients according to Nedbank strategy.
- Build relationships with clients through regular contact and having an individual interest in them.
- Network with internal stakeholders to collaborate in order to provide complete solution to clients.
- Obtain regular feedback from clients by requesting completion of feedback forms.
- Mitigate risk to Nedbank by identifyingand verifying clients manually or using relevant technology.
- Adhere to clean desk policy to minimise risk of exposing client confidentiality.
- Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
1 - 2 years as a Sales Consultant in a Financial industry
Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Bachelor of Commerce: Banking or accounting. FAIS qualification, Regulatory Examinations 1.
Job Responsibilities Continue Technical / Professional Knowledge- Business terms and definitions
- Data analysis
- Governance, Risk and Controls
- Nedbank policies and procedures
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Nedbank culture
- Cluster Specific Operational Knowledge
- Banking knowledge
- Energy
- High-Impact Communication
- Managing Work
- Sustaining Customer Satisfaction
Please contact the Nedbank Recruiting Team at
If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.
Nedbank Ltd Reg No 1951/ /06.
Authorised financial services and registered credit provider (NCRCP16).
For assistance please contact the Nedbank Recruiting Team at
#J-18808-LjbffrCredit Risk Consultant
Posted 11 days ago
Job Viewed
Job Description
Are you passionate about navigating the complex landscape of financial risk assessment? Do you possess a keen eye for detail and a knack for uncovering potential pitfalls before they arise?
Duties & ResponsibilitiesAs a Credit Risk Consultant, you will play a pivotal role in analyzing credit data, assessing risk factors, and providing strategic recommendations to mitigate potential financial losses. You'll collaborate with cross-functional teams to develop innovative solutions that enhance our clients' risk management strategies.
Key Responsibilities:
- Conduct thorough analyses of credit data to identify potential risks and opportunities.
- Develop predictive models and risk assessment methodologies to optimize credit decision-making processes.
- Provide actionable insights and recommendations to clients to minimize credit losses and maximize profitability.
- Stay abreast of industry trends and regulatory changes to ensure compliance and best practices.
- Bachelor's degree in finance, economics, mathematics, or a related field.
- Proven experience in credit risk analysis and modelling within the financial services industry.
- Proficiency in statistical analysis software and programming languages (e.g., SAS, R, Python).
- Strong analytical skills with a meticulous attention to detail.
- Excellent communication and interpersonal skills to effectively collaborate with team members and clients.
Apply now!
#J-18808-LjbffrGroup Risk Consultant
Posted 13 days ago
Job Viewed
Job Description
MSA Outsourcing Solutions is seeking an experienced Group Risk Consultant with a proven background as a broker in group risk benefits, specialising in Group Critical Illness, Group Income Protection, and Group Life products. The ideal candidate will have demonstrable new business experience within the UK insurance industry and be adept at both client management and business development within group risk.
Key Responsibilities :
- Develop and maintain a portfolio of group risk clients, providing expert advisory and consultancy services across Group Critical Illness, Group Income Protection, and Group Life (Death in Service) schemes.
- Manage client relationships, ensuring high retention rates and the identification of opportunities to cross-sell and up-sell additional services.
- Proactively identify and secure new business opportunities within the employee benefits and group risk market, including the preparation and delivery of tailored proposals to prospective clients.
- Deliver comprehensive market analysis and benchmarking for clients to secure competitive and relevant insurance solutions.
- Collaborate with insurers and underwriters to negotiate terms, secure quotations, and resolve policy queries.
- Advise clients on scheme design, policy terms, product changes, and claims processes, ensuring they receive clear and accurate guidance.
- Keep abreast of market trends, regulations, and product enhancements, and maintain up-to-date technical knowledge in group risk.
- Engage with clients to build strong relationships and ensure their ongoing satisfaction with our risk management services.
- Provide training and guidance to clients on risk awareness and mitigation strategies.
- Prepare reports and documentation, ensuring compliance with relevant regulatory and internal governance requirements.
Requirements
Credit risk consultant
Posted today
Job Viewed
Job Description
Credit Risk Consultant Midrand
Posted 11 days ago
Job Viewed
Job Description
Are you passionate about navigating the complex landscape of financial risk assessment? Do you possess a keen eye for detail and a knack for uncovering potential pitfalls before they arise?
Duties & ResponsibilitiesAs a Credit Risk Consultant, you will play a pivotal role in analyzing credit data, assessing risk factors, and providing strategic recommendations to mitigate potential financial losses. You'll collaborate with cross-functional teams to develop innovative solutions that enhance our clients' risk management strategies.
Key Responsibilities:
- Conduct thorough analyses of credit data to identify potential risks and opportunities.
- Develop predictive models and risk assessment methodologies to optimize credit decision-making processes.
- Provide actionable insights and recommendations to clients to minimize credit losses and maximize profitability.
- Stay abreast of industry trends and regulatory changes to ensure compliance and best practices.
Qualifications:
- Bachelor's degree in finance, economics, mathematics, or a related field.
- Proven experience in credit risk analysis and modelling within the financial services industry.
- Proficiency in statistical analysis software and programming languages (e.g., SAS, R, Python).
- Strong analytical skills with a meticulous attention to detail.
- Excellent communication and interpersonal skills to effectively collaborate with team members and clients.
Apply now! #J-18808-Ljbffr
Financial Risk Consultant Durban
Posted 18 days ago
Job Viewed
Job Description
Reference: JHB -VM-1
Leading organisation within the investments and financial services industry requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts.
- Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent.
- Preference will be given to candidates with a CFP.
- RE5 is essential.
- Have completed relevant class of business and product-specific training.
- FAIS compliant (continuous professional development).
- Completed supervision for long-term insurance categories.
- Ability to function at a strategic level whilst fulfilling operational responsibilities.
- Meet the FAIS honesty, integrity and good standing requirements.
- Meet the FAIS minimum experience requirements in respect of long-term insurance products.
- Must not have been declared insolvent or provisionally insolvent.
- Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
- Have a qualification recognised by the FSCA for FAIS purposes.
- Fully computer literate, xPlan experience advantageous.
- Excellent communication skills, verbal and written.
- Excellent negotiation and persuasion skills.
- Client-oriented, with strong interpersonal skills and able to take the initiative (self-starter).
- Provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner.
- Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners.
- Prepare comprehensive advice documents (proposals, comparisons, and quotations) for presentation to clients.
- Provide specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs, including Estate Planning and Business Assurance.
- Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
- Review clients' cover according to internal business procedures or if client circumstances change.
- Acquire short-term insurance leads from the company’s financial planning partners.
- On receipt of the client’s consent, refer clients to the STI tele-advisor and book an appointment for the client.
- Maintain and develop client relationships.
- Support and contribute to company initiatives to communicate, educate, and engage clients.
- Monitor and report on the success and implementation of client and partner-focused initiatives.
- Adhere to the culture and principles of TCF – treating customers fairly.
- Comply with Group and Industry regulatory requirements.
Monthly plus Basic Salary + Commission
#J-18808-LjbffrCredit risk consultant midrand
Posted today
Job Viewed
Job Description
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Financial Advisor and Risk Consultant
Posted 18 days ago
Job Viewed
Job Description
Leading organisation within the investments and financial services industry requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts.
Duties & Responsibilities- Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent.
- Preference will be given to candidates with a CFP.
- RE5 is essential.
- Have completed relevant class of business and product specific training.
- FAIS compliant (continuous professional development).
- Completed supervision for long-term insurance categories.
- Ability to function at a strategic level whilst fulfilling operational responsibilities.
- Meet the FAIS honesty, integrity and good standing requirements.
- Meet the FAIS minimum experience requirements in respect of long-term insurance products.
- Must not have been declared insolvent or provisionally insolvent.
- Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
- Have a qualification recognised by the FSCA for FAIS purposes.
- Fully computer literate, xPlan experience advantageous.
- Excellent communication skills, verbal and written.
- Excellent negotiation and persuasion skills.
- Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
- Provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner.
- Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice.
- Prepare comprehensive advice documents (proposals, comparisons, and quotations) for presentation to clients.
- Provide specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs, including specialist areas such as Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance.
- Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
- Review clients cover according to internal business procedures, or if client circumstances change.
- Acquire short term insurance leads from the company’s financial planning partners.
- On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
- Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
- Maintain and develop client relationships.
- Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
- Monitor and report on the success and implementation of client and partner focused initiatives.
- Adhere to the culture and principles of TCF – treating customers fairly.
- Comply with Group and Industry regulatory requirements.
Monthly plus Basic Salary + Commission.
#J-18808-LjbffrFinancial Advisor and Risk Consultant
Posted 18 days ago
Job Viewed
Job Description
Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch.
Duties & Responsibilities- Minimum 5 years’ experience as a Broker Consultant or Life Insurance Agent / Financial Advisor.
- Life insurance experience is essential.
- Short-term insurance experience is an advantage.
- Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
- Have a qualification recognised by the FSCA for FAIS purposes.
- Preference will be given to candidates with a CFP.
- RE5.
- Have completed relevant class of business and product specific training.
- Ability to function at a strategic level whilst fulfilling operational responsibilities.
- Meet the FAIS honesty, integrity and good standing requirements.
- Meet the FAIS minimum experience requirements in respect of long-term insurance products.
- Must not have been declared insolvent or provisionally insolvent.
- FAIS compliant (continuous professional development).
- Completed supervision for long-term insurance categories.
- Fully computer literate, xPlan experience advantageous.
- Excellent communication skills, verbal and written.
- Excellent negotiation and persuasion skills.
- Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
- To provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner.
- Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice.
- Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
- Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs, including specialist areas such as Estate Planning and Business Assurance.
- Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
- Review clients cover according to internal business procedures, or if client circumstances change.
- Acquire short term insurance leads from the company’s financial planning partners.
- On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
- Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
- Maintain and develop client relationships.
- Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
- Monitor and report on the success and implementation of client and partner focused initiatives.
- Adhere to the culture and principles of TCF – treating customers fairly.
- Comply with Group and Industry regulatory requirements.
Monthly plus Basic + commission.
#J-18808-LjbffrFinancial Risk Consultant CPT - CBD
Posted 18 days ago
Job Viewed
Job Description
Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch.
Duties & Responsibilities- Minimum 5 years’ experience as a Broker Consultant or Life Insurance Agent / Financial Advisor.
- Life insurance experience is essential.
- Short-term insurance experience is an advantage.
- Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
- Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
- RE5 qualification.
- Have completed relevant class of business and product specific training.
- Ability to function at a strategic level whilst fulfilling operational responsibilities.
- Meet the FAIS honesty, integrity and good standing requirements.
- Meet the FAIS minimum experience requirements in respect of long-term insurance products.
- Must not have been declared insolvent or provisionally insolvent.
- FAIS compliant (continuous professional development).
- Completed supervision for long-term insurance categories.
- Fully computer literate, xPlan experience advantageous.
- Excellent communication skills, verbal and written.
- Excellent negotiation and persuasion skills.
- Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
- Provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner.
- Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice.
- Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
- Provide specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs.
- Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
- Review clients cover according to internal business procedures, or if client circumstances change.
- Acquire short term insurance leads from the company’s financial planning partners.
- On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
- Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
- Maintain and develop client relationships.
- Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
- Monitor and report on the success and implementation of client and partner focused initiatives.
- Adhere to the culture and principles of TCF – treating customers fairly.
- Comply with Group and Industry regulatory requirements.
Monthly plus Basic + commission.
#J-18808-Ljbffr