59 Securities Services jobs in South Africa

Investment Banking Legal Advisor: RSS

R1200000 - R2400000 Y FirstRand

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Job Description

Job Description

Hello Future Legal Advisor,

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it's the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa's number one employer in Financial Services for 2023, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

To act as internal legal counsel to the Resources Sector Solutions business unit, co-operate with-, and give legal advice across business units of the bank when needed. Protect the interest of the bank. To ensure professional judgement is applied in the giving of legal advice and opinions on the legal aspects applicable to, solutions development and deal structuring for resource funding and investment banking transactions, as well as continued research into various aspects of the laws, industry best practice and regulatory framework impacting the legal viability of the transactions being considered. Bringing a solutionist, knowledge based, value add, approach to the table. Be open-minded to alternative solutions and ideas. The legal advisor is accountable to provide legal advice on moderate to complex legal matters with a financial impact and to identify, manage and mitigate the legal risk associated with such transactions.

Are You Someone Who Can:

  • Act as interface between the bank and its external legal advisors.
  • Negotiate, vet, comment on- and amend inter alia bank documentation, term sheets, loan and ancillary security agreements and documentation.
  • Legal implementation of asset finance, acquisition finance, escrow, project finance and general banking transactions.
  • Advise internal stakeholders on legal aspects, structuring, address questions which may arise, problem solve impasses and explore different solutions to challenging funding and loan related questions.
  • Provide highly specialised legal advice or support in relation to negotiations with the client and the terms and conditions related to the transaction being successfully completed.
  • Assist transactors and teams with legal implementation of finance transactions.
  • Advise the bank on the legal aspects of transactions as well as continued research into various aspects of the law and regulatory framework impacting on the legal viability of the transactions.
  • Provide specialised legal advice and support on operational aspects pertaining to product offerings, including opinions and guidance on the investment parameters applicable in such contexts.
  • Identify and liaise with external attorneys to prepare the necessary documentation, review draft agreements and negotiate terms with the client and their legal representatives to finalise the agreements.
  • Advise on financial services and sector legislation affecting the Resources Sector Solutions' business unit, the bank in general as well as potential clients of the bank.
  • Ensure compliance with internal legal and other procedures and policies, and ensure the continuing compliance and efficient functioning of the in-force book.
  • Develop and maintain relationships with external providers of legal services (including, external legal counsels, and other key stakeholders).
  • Curate and maintain an expanding list of trusted external legal advisors.
  • Identify, monitor, report and minimise potential legal, reputational, and associated operational risks.
  • Develop, encourage and nurture collaborative relationships across business areas and across the group, including RMB and FirstRand central legal.
  • Stay abreast of relevant industry risk management best practices and legislative amendments and suggest ways to leverage these to ensure continuous improvement.
  • Develop tactical strategies and delivery plans in support of functional strategic objectives in partnership with leadership.
  • Participate in planned activities that are appropriate for own and employee development.

You Will Be An Ideal Candidate If You:

  • Relevant degree
  • Have at least 6-8 years' experience within a similar role in Investment Banking

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're driven by always wanting to know more and learn more and you're 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

Are you interested to take the step? We look forward to engaging with you further. Apply now

Post
RMB
LI-JB5

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.

18/09/25

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.

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

Transactor - Real Estate - Investment Banking

R1500000 - R2500000 Y ABSA BANK LIMITED

Posted today

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Job Description

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

Job Description

  • The Real Estate Banker role has a dual mandate comprising strategic coverage and wholesale commercial property finance for wholesale clients in the real estate sector.
  • The position involves working closely with all Investment Banking product areas, with a strong focus on strategic financing mandates through debt capital markets, equity capital markets, and risk solutions.
  • The Real Estate Banking team also has responsibility to originate, structure, and execute loan transactions for large-cap real estate corporates and real estate related structured finance opportunities.
  • The role requires a close working relationship with loan portfolio, credit, DocMan, PCG and internal legal teams to originate and successfully execute transactions.
  • Appointment as senior member of real estate investment banking team execution. CA/CFA or similar with structured property finance experience in an Investment Bank/Fund Manager.
  • Strong relationship management skills essential.

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

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

Investment Banking Legal Advisor: RSS

R1200000 - R2400000 Y RMB - Rand Merchant Bank

Posted today

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Job Description

Job Description
Hello Future Legal Advisor,

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it's the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa's number one employer in Financial Services for 2023, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

To act as internal legal counsel to the Resources Sector Solutions business unit, co-operate with-, and give legal advice across business units of the bank when needed. Protect the interest of the bank. To ensure professional judgement is applied in the giving of legal advice and opinions on the legal aspects applicable to, solutions development and deal structuring for resource funding and investment banking transactions, as well as continued research into various aspects of the laws, industry best practice and regulatory framework impacting the legal viability of the transactions being considered. Bringing a solutionist, knowledge based, value add, approach to the table. Be open-minded to alternative solutions and ideas. The legal advisor is accountable to provide legal advice on moderate to complex legal matters with a financial impact and to identify, manage and mitigate the legal risk associated with such transactions.

Are You Someone Who Can

  • Act as interface between the bank and its external legal advisors.
  • Negotiate, vet, comment on- and amend inter alia bank documentation, term sheets, loan and ancillary security agreements and documentation.
  • Legal implementation of asset finance, acquisition finance, escrow, project finance and general banking transactions.
  • Advise internal stakeholders on legal aspects, structuring, address questions which may arise, problem solve impasses and explore different solutions to challenging funding and loan related questions.
  • Provide highly specialised legal advice or support in relation to negotiations with the client and the terms and conditions related to the transaction being successfully completed.
  • Assist transactors and teams with legal implementation of finance transactions.
  • Advise the bank on the legal aspects of transactions as well as continued research into various aspects of the law and regulatory framework impacting on the legal viability of the transactions.
  • Provide specialised legal advice and support on operational aspects pertaining to product offerings, including opinions and guidance on the investment parameters applicable in such contexts.
  • Identify and liaise with external attorneys to prepare the necessary documentation, review draft agreements and negotiate terms with the client and their legal representatives to finalise the agreements.
  • Advise on financial services and sector legislation affecting the Resources Sector Solutions' business unit, the bank in general as well as potential clients of the bank.
  • Ensure compliance with internal legal and other procedures and policies, and ensure the continuing compliance and efficient functioning of the in-force book.
  • Develop and maintain relationships with external providers of legal services (including, external legal counsels, and other key stakeholders).
  • Curate and maintain an expanding list of trusted external legal advisors.
  • Identify, monitor, report and minimise potential legal, reputational, and associated operational risks.
  • Develop, encourage and nurture collaborative relationships across business areas and across the group, including RMB and FirstRand central legal.
  • Stay abreast of relevant industry risk management best practices and legislative amendments and suggest ways to leverage these to ensure continuous improvement.
  • Develop tactical strategies and delivery plans in support of functional strategic objectives in partnership with leadership.
  • Participate in planned activities that are appropriate for own and employee development.

You Will Be An Ideal Candidate If You

  • Relevant degree
  • Have at least 6-8 years' experience within a similar role in Investment Banking

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're driven by always wanting to know more and learn more and you're 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

Are you interested to take the step? We look forward to engaging with you further. Apply now

Post
RMB

*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. *
03/10/25

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.

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

Investment Banking Legal Advisor: FOGS

R1200000 - R3600000 Y FirstRand

Posted today

Job Viewed

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Job Description

Job Description

Hello Future Legal Advisor,

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it's the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa's number one employer in Financial Services for 2023, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

Are You Someone Who Can:

  • Structure, implement, and project manage finance and investment transactions in FOGS including but not limited to preference share funding, acquisition funding (leverage buy out, management buyout, share purchases, mezzanine funding), fund gearing, all forms of term funding (working capital, growth capital, Holdco funding, Opco funding) as well as exposure to setting up and advising on different capital deployment vehicles (such as equity and credit funds) in addition to raising capital for such vehicles.
  • Structure, implement and advise on co investments alongside FOG's clients including but not limited shareholders agreements and other equity type instruments.
  • To advise on how best to legally structure the various funding facilities/investment opportunities across multiple jurisdictions, including but not limited to, taking of security.
  • Advising the bank on the legal aspects of transactions as well as continued research into various aspects of the law and regulatory framework impacting on the legal viability of the transactions.
  • Provide highly specialised legal advice or support in relation to client and the terms and conditions related to the transaction being successfully completed.
  • Identifying and liaising with external attorneys to prepare the necessary documentation, reviewing these and negotiating with the client and their legal representatives to finalise the agreements.
  • Provide legal specialist advice on/in the operational aspects pertaining to these product offerings, including opinions and guidance on the investment parameters applicable in such contexts.
  • Ensure compliance with internal legal and other procedures and policies.
  • Negotiating and drafting term sheets, memorandum of agreements, pertaining to transactions.
  • Provide legal advice and support within this context includes the following legal services, technical analysis and application of legal and commercial principles to transactions.
  • Perform drafting and reviewing of applicable documentation and agreements.
  • Developing and maintaining relationships with internal stakeholders and providers of legal services (including, external legal counsels, and other key stakeholders including tax and exchange control).
  • Staying up to date with all developments in the law, regulation, industry, and best practice in the relevant area of specialist legal practice.
  • Identify, monitor, report and minimise potential legal, reputational, and associated operational risks.
  • Develop, encourage and nurture collaborative relationships across business areas and across the group.
  • Stays abreast of relevant industry risk management best practices and legislative amendments and suggests ways to leverage these to ensure continuous improvement.
  • Mentoring and guiding junior members of the team and providing in house training on certain aspects of the law.
  • Develop tactical strategy and delivery plans in support of functional strategic objectives in partnership with leadership.
  • Participate in planned activities that are appropriate for own and employee development.

You Will Be An Ideal Candidate If You:

  • LLB, an Admitted legal practitioner in South Africa
  • Minimum of 15 year's experience in a similar environment, of which 10 years ideally at specialist level and in finance and banking law.
  • Minimum of 10 to 15 years' post-article experience in finance and banking law.
  • Experience in the drafting, review and negotiating the various transactions as listed above and in UK and SA LMA.
  • Sound corporate and commercial legal knowledge.
  • Transactional negotiations at senior and complex level.
  • Independent judgement and good analytical skills.
  • Capable of working in a high-pressured environment and can exercise independent judgement
  • Ability to prioritize and plan.
  • Ability to independently provide guidance and timeous delivery on highly complex projects.
  • Deep understanding of the law, regulation, and practice of the relevant area of specialisation.
  • Strong technical ability to draft sound legal opinions or legal documentation in the relevant area of specialisation

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're driven by always wanting to know more and learn more and you're 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

Are you interested to take the step? 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.

10/09/25

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.

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

South Africa Learnership Graduate Program - Investment Banking, South Africa - Johannesburg, 2026

R150000 - R250000 Y Citi

Posted today

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Job Description

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

You're the brains behind our work.

You are ready to bring your knowledge from the classroom to the boardroom, and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programme equips you with the knowledge and training you need to play a valuable role on your team and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Citi South Africa is looking for Graduates to join our one-year long Learnership Programme within the Investment Banking team.

The year-long programme provides exposure and practical work experience to newly qualified university graduates across various Citi businesses. Graduates are allowed to apply to permanent positions in the year and are also sponsored a postgraduate qualification during their year of work, relevant to their area.

Your time here will look something like this.

We provide you with the knowledge and skills you need to succeed.

  • We're committed to teaching you the ropes.
  • The Learnership Programme trains and grows key players in today's changing economic environment and will equip you with the knowledge and training you need to make an impact in the African and Global economy.

We want to hear from you if.

  • You have obtained your undergraduate with a GPA 65% & above or master's degree in any discipline.
  • Acceptable to have a maximum of 1 year of work experience but not required.
  • You have strong leadership, teamwork, and communication skills.
  • Attach your most updated CV, cover letter, full academic transcripts & ID when applying.

Who we think will be a great fit.

  • Extensive work experience is not a requirement, but dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following:
  • Commitment to personal growth and career development, a strong desire to learn, and success in team environments.
  • Knowledge of the global or domestic business landscape (preferred but not required).
  • Strong communication, planning and organizational skills.
  • Analytical and quantitative skills.
  • Desire to develop a deep understanding of the financial industry.
  • Unquestioned commitment to integrity and ethical decision-making.

-

Job Family Group:

Management Development Programs

-

Job Family:

Intern

-

Time Type:

Full time

-

Most Relevant Skills

Please see the requirements listed above.

-

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

-

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View Citi's EEO Policy Statement and the Know Your Rights poster.

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

Banking & Investment Support Team Leader

R80000 - R120000 Y Stonehage Fleming

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Job Description

Banking and Investment Support Officer

OVERALL PURPOSE
The individual will manage and supervise the workload of the Investment Support team and to ensure a high quality and consistent client service. The individual will be responsible for overseeing the execution of instructions and various administrative tasks around investment management in an accurate way and by respecting appropriate deadlines.

Principal Elements & Accountabilities
INVESTMENT SUPPORT

  • Preparing subscription/redemption instructions for Alternative Investments (Single Hedge Funds, Private Equity Funds, Property Funds etc)
  • Inputting non-automated investment transactions in our in house integrated database systems
  • Keeping line by line and non-automated client's investment accounting up to date
  • Posting Journal entries of all subscription postings and redemptions
  • Managing and executing instructions like corporate actions, proxy votes, conversions, capital calls and distributions
  • Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties
  • Preparing and approving SWIFT payment instructions
  • Reconciliation of investment positions and working on reconciliation breaks
  • Assign daily and periodic responsibilities related to subscription/redemption processing, investment transaction input, and reconciliation tasks.
  • Manage and provide leadership to a team of Investment Support officers
  • Monitor workload distribution to ensure balanced task management and timely execution of client instructions.
  • Foster a collaborative and inclusive team environment.

Qualifications And Experience

  • Appropriate degree or higher diploma and 5 to 8 years of experience in working in the financial industry would be an advantage
  • STEP qualifications would be an advantage but at least a good understand of basic information re Offshore Trust and Company and the relationship between Trust and Company, Trustee and Beneficiaries
  • Team management experience required
  • Knowledge and understanding of Double Entry Bookkeeping and Multi-Currency accounting
  • Knowledge and understanding of Financial Products

Competencies, Skills And Behaviours

  • Strong self-management and time management skills
  • Proactive and solution-oriented mindset
  • Computer literacy (Word, Excel, Outlook and modern financial accounting packages)
  • Excellent planning and organizational abilities
  • Effective team player with strong interpersonal skills
  • Clear and professional communication, both written and verbal
  • High attention to detail and commitment to accuracy
  • Strong work ethic, ambition, and a dynamic approach to tasks
  • Resilience and the ability to work in a pressurized environment
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Financial Services - Operations

Pretoria, Gauteng HR Genie

Posted 17 days ago

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Job Description

A well established financial institution is seeking to hire a Commission and Data Reporting Officer.

Your education and duties of the following will enable you to move forward in the screening process:

Education:
National Education: Senior Certificate (Matric) required

Bachelors degree in finance, Financial Management, Economics, Business Administration, or a related field

Experience :

  • Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
  • Previous exposure to or familiarity with business reporting tools or platforms is advantageous.

Financial Acumen: Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.
Process Discipline : Comfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
Strong
Familiarity with commission systems (e.g., Commsplit), CRM platforms, and provider data portals.
Awareness of compliance and regulatory considerations in reporting.
Advantageous : Exposure to Power BI, or collaboration with data/reporting teams on dashboard requirements.

Skills

  • Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written/verbal updates.
  • Attention to Detail: High level of accuracy in handling reporting-related information.
  • Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
  • Process Coordination: Skilled in managing and improving routine reporting processes.
  • Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
  • Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
  • Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP/XLOOKUP, data validation).
  • Attributes
  • Discretion and professionalism: Handles sensitive financial data and advisor-related documents with care and confidentiality.
  • Client centric mindset
  • Mature and positive attitude
  • Self-starter and self-motivated
  • Team player
  • Professionalism
  • Integrity
  • Highly proactive
  • Confident
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Financial Services Administrator

Parktown North, Gauteng R180000 - R216000 Y Andrew Nolan Mortgages

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Job Description

Financial Services Administrator

Hybrid: some on-site work required (3 days a week in office, to be reduced to 2 days after training)

Johannesburg North (Fourways area), Gauteng

Salary R15,000- R18,000 per month

We are seeking a Financial Services Administrator to join our growing team within a well-established financial planning practice. In this role, you will provide essential administrative support to a team of Independent Financial Advisers, helping them deliver outstanding service to clients and manage their day-to-day operations.

Key Responsibilities:

Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.

New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.

Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.

Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards.

General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.

Experience required:

Background: Ideally, you will have experience in financial services, pension or investment administration.

Qualifications: Financial Services-related qualifications are desirable, but not essential.

Skills & Attributes:

Strong organisational skills with the ability to manage multiple tasks.

Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams.

Experience in a customer-focused administrative role, with the ability to confidently liaise with internal teams and external parties.

Job Type: Full-time

Pay: R15, R18,000.00 per month

Experience:

Microsoft Excel: 1 year (Preferred)

Job Type: Full-time

Pay: R15 000,00 - R18 000,00 per month

Location:

  • Johannesburg North, Gauteng (Preferred)

Work Location: Hybrid remote in Johannesburg North, Gauteng

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Financial Services Coordinator

R350000 - R550000 Y Ackermans

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Job Description

We have an exciting role as Financial Services Coordinator to provide support to the Account Managers in the Financial Services team, to ensure effectiveness & efficiency of the relevant Business Operations and accurate reporting on the financial performance within Financial Services.

We are a fully in-office team. The position is based at our Support Centre in Kuils River, Cape Town.

Key responsibilities:

  • Financial management and budget administration
  • Process invoices and payments
  • Recon invoices and payments to budget
  • Identify income and savings expenses and opportunity
  • Report on monthly variance report
  • Process accruals and journals
  • Ensure timely and accurate reporting of performance metrics and SLA's to management
  • Management report input
  • Canvasser activities
  • Relevant reporting (evaluate regularly)
  • Cross check data to confirm accuracy
  • Identify (and implement) areas for efficiencies or improvement in reporting (including automation)
  • Timeous reporting
  • Stock planning and control
  • Implement push and pull strategies for Aplus and Gift Cards
  • Maintenance of stationery items
  • Ensuring compliance of internal and external processes
  • Managing NCR renewal and NSO process
  • Management of active store list with Credico
  • Custodian of process and controls for issuing vouchers and gift cards to the business (other than stores)
  • Manage Communication
  • Ensuring alignment in Fin Serv Team with the rest of the business including stores
  • Adhoc project management /co-ordination /administration
  • Provide support for any projects or initiatives both planned or underway

Qualifications:
Essential:

  • Degree or National Diploma in Finance or equivalent.

Preferred
:

  • Preference will be given to a newly qualified article clerk or likewise in a Finance and/or Accounting function.

Experience:
Essential:

  • 3 - 5 years relevant experience in a large corporate company or in the retail/financial/commercial industry.

Preferred
:

  • Previous experience in cost management accounting and budgets

SKILLS required:

  • Solid level of Numerical ability – analysis and reporting.
  • Be able to work independently but remain part of a team.
  • Microsoft Packages, especially Excel – Intermediate level for PowerPoint and Word
  • Analysis of financial figures
  • Attention to detail and accuracy
  • Assertiveness
  • Strong problem-solving skills
  • Logical – motivated by building practical and sustainable solutions
  • Solutions-oriented, can-do attitude, self-motivated
  • Ability to prioritise
  • Ability to work at appropriate levels of detail across operational, tactical projects.
  • Strong relationship skills

Job Related Knowledge:

  • Acquainted in the dealing with Financial Institutions and Products
  • Knowledge of sales and marketing principles.
  • Understanding of the retail environment
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Financial Services Compliance

R500000 - R1200000 Y The HEINEKEN Company

Posted today

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Job Description

We Go Places How about you?
Immediate Superior: Financial Service Manager

Location: Tygervalley, Cape Town

Function: Finance

Sub Function: Accounting & Reporting

Type of Contract: Permanent

Reference Number:

Closing Date: 25/06/2025

Purpose
The Financial Services Compliance & Risk manager is responsible for ensuring financial governance, risk management, and process optimization across both debtors (accounts receivable) and procure-to-pay (accounts payable & procurement) functions. This role ensures compliance with company policies, improves financial controls, and provides analytical insights for decision-making. The role also involves stakeholder engagement, system compliance monitoring, and training to enhance efficiency in financial operations.

Key Responsibilities

  • Accounts Receivable & Debtors Management
  • Monitor Days Sales Outstanding (DSO) and optimize working capital.
  • Assess credit risk and identify opportunities for special credit offerings.
  • Analyse customer payment behaviours and provide insights for credit teams.
  • Support the order-to-cash (O2C) process, ensuring timely cash collection.
  • Review and close old claims and disputes in the debtor's ledger.
  • Improve system capabilities in SAP related to debtor management.
  • Procure-to-Pay Compliance & Accounts Payable
  • Ensure compliance with procurement policies and risk management processes.
  • Conduct root cause analysis for non-compliance issues and recommend improvements.
  • Monitor audit compliance (internal & external) and address findings.
  • Work with stakeholders to ensure timely vendor payments and resolution of payment issues.
  • Identify and analyse cost-saving opportunities in procurement.
  • Lead system compliance improvements across SAP, Coupa, and other financial tools.
  • Process & Systems Optimization
  • Continuously analyse financial processes to improve efficiency and automation.
  • Lead User Acceptance Testing (UAT) for new financial systems and updates.
  • Collaborate with IT and 3rd party vendors to optimize system capabilities.
  • Develop proactive data-sharing initiatives to enhance financial transparency.
  • Stakeholder Engagement & Compliance Training
  • Act as the subject matter expert (SME) for financial compliance across departments.
  • Engage with cross-functional teams including commercial, credit, procurement, and finance.
  • Develop and deliver training programs on compliance policies and procedures.
  • Establish a community of practice for process improvement and knowledge sharing.
  • Financial Reporting & Risk Analysis
  • Provide insight-driven reports for leadership decision-making.
  • Ensure accurate and complete reporting on accounts receivable and accounts payable performance.
  • Monitor cash flow trends and recommend process improvements.
  • Compile and execute internal control checks (ICC's) on financial transactions.

Education & Experience

  • Bachelor's Degree or BTech in Finance, Audit, or Accounting.
  • A diploma with strong relevant experience may also be considered.
  • Minimum 5 years of relevant experience in credit management, accounts payable, or procure-to-pay compliance within an FMCG environment.
  • Hands-on experience in SAP (O2C & P2P), Coupa, Readsoft, and BEST SAP Recon.
  • Strong knowledge of financial risk management and internal controls.
  • Demonstrated ability to analyse financial data and drive insights.

Skills & Competencies

  • Strong financial analysis, reporting and problem-solving skills.
  • Excellent knowledge of SAP, procurement, and credit management systems.
  • Ability to develop compliance frameworks and drive risk management strategies.
  • Excellent communication and stakeholder management skills.
  • Proficient in Office 365 (Excel, PowerPoint, Word, Outlook, Teams, Power BI).
  • Detail-oriented, with strong organizational and time-management abilities.
  • Ability to train and mentor teams in compliance best practices.

Behavioural Competencies

  • Delivers Results: Proactively drives compliance, credit risk, and process improvements.
  • Innovates & Optimizes: Continuously identifies cost-saving and automation opportunities.
  • Collaborates & Influences: Engages effectively with finance, procurement, and commercial teams.
  • Develops & Coaches: Shares knowledge and best practices across teams.

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. Heineken Beverages (South Africa) (Pty) Ltd) is committed to an organisational culture that recognises, appreciates and values inclusion and diversity. You must be fully eligible to live and work in South Africa to apply.

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