1,404 Wealth Manager Assistant Somerset West jobs in South Africa

Job specification
Job title/position: Manager
Financial Services – Credit Audit Manager

Number Of Positions
1

Function And Business Unit
Financial Services Audit

Description Of The Role And Purpose Of The Job
The Financial Services Audit division provides audit services to the largest banking clients in South Africa. We have created the credit risk group which requires audit managers to work primarily on the corporate and retail credit aspects of banking audits, specifically the determination of expected credit losses (ECL). This requires extensive knowledge and experience with IFRS 9 concepts in relation to banks and to work closely with credit model quants to determine and respond to audit risks as well as provide advisory services to non-audit clients. The credit risk group has been established to invest heavily in the development and training of individuals as well as streamline the credit audit approach globally.

Key Responsibilities
Credit managers are required:

• To guide, project manage and oversee the credit (ECL) audits of banks.
• To understand key technical concepts in relation credit modelling and the application of IFRS 9.
• To develop training material and administer training in Sub-Saharan Africa.
• To work with other global member firms in understanding common credit risk areas and streamlining the audit approach.
• To work closely with the quant credit modelling team in both audits and advisory work to link technical concepts with financial statement and audit requirements.
• Provide technical, audit operational, and audit quality leadership.
• Have a growth mindset to establish the credit risk group and expand service offerings.
• To interact with audit committee members, credit risk officers and other senior management personnel and build credible relationships.

Skills And Attributes Required For The Role

• Deep understanding of credit risk, IFRS 9 and banking concepts
• A general understanding of credit modelling and approaches
• Exposure to financial services IT environment
• Strong leader
• Team player
• Ability to work under pressure
• Good communication (verbal and written) and interpersonal skills
• Audit documentation software knowledge (eAudIT and Clara knowledge)
• Up to date with accounting, auditing standards and global best practice templates
• Enthusiasm, individual initiative and self-drive

Minimum requirements to apply for the role (including qualifications and experience):

• CA (SA) or equivalent qualification and has at least 3 years' experience since completion of training contract.
• Experience in audits or advisory work over ECL.

Innovation is and will always be the core of SAP Fioneer, and it is the promise of why we were spun out of SAP: agility, innovation, and delivery.

SAP Fioneer builds on a heritage of outstanding technology and a deep understanding of corporate and consumer demands. At the heart of it all it is simple: We bring financial services to the next level with innovative software solutions and platforms.

We are helping financial services companies to achieve speed, scalability, and cost-efficiency through digital business innovation, cloud technology, and solutions that cover banking and insurance processes end-to-end.

SAP Fioneer is a global company with subsidiaries in South Africa, Germany, Austria, Switzerland, UK, UAE, Canada, US, Brazil, Mexico, Japan, Australia, India, Singapore.

Our rapid growth, great team and lean organization make SAP Fioneer a great place to accelerate your career

About role

We are seeking a Senior Business and Technical Analyst to join our dynamic team. The ideal candidate will possess a strong background in both business analysis and technical expertise to help inform business decisions and enhance IT solutions. The ideal candidate will have the ability to bridge the gap between business, architecture and cross functional technical stakeholders. A track record of Financial Services industry with proven experience in large scale transformations is important.

Requirements

Experience and Track record:

• Ability to analyze requirements received from all stakeholders and provide well-articulated documentation as required
• Lead the analysis of business processes, systems, and technologies.
• Mentoring and support for analysis team members and ensuring continual alignment of requirements and objectives across Analysis and solution team members
• Lead thinking and approach for optimal ways of work in the analysis process.
• Ability to model business and technical processes to describe requirements and solution overview.

Collaborate with cross-functional teams to:

• Gather and analyze business requirements, and translate them into technical specifications.
• Identify opportunities for solution and process improvement and efficiency.
• Work closely with consultants, product and solution / software architects / developers to ensure understanding inter-dependencies and constraints.
• Conduct gap analysis and recommend innovative solutions to improve business processes.
• Serve as a subject matter expert in financial service offerings in order to develop structure methodology for gathering requirements, facilitating work sessions and problem solving.
• Serve as a subject matter expert in various technical areas, including software development methodologies, database management, and system integration.
• Strong track record in integration analysis and multi system solution implementations

Support delivery owners and managers:

• In structuring of implementation plans based on requirements decompositions and integrated solution views provided by architects and technical specialists.
• To ensure that projects are delivered on time and within budget by providing continuous support throughout the entire project lifecycle.
• Review and recommend enhancements to existing systems to better align with business goals and objectives.
• Ability to think strategic and translate scope into practical structures to build roadmaps and iterative implementation approach.
• Support building of business cases that includes costing, risks and cost-benefit analyses to assess the potential impact of proposed solutions.
• Work closely with business stakeholders and IT teams to ensure alignment between business needs and technical solutions.
• Provide expertise in data analysis, data modeling, and data visualization to support decision-making and strategic planning.

Qualifications:

• Minimum of 10 years of experience as a business and technical analyst in a corporate environment.
• Strong understanding of business analysis methodologies and tools.
• Proven expertise in analyzing complex business processes, systems, and technologies.
• Strong problem-solving skills and attention to detail.
• Excellent communication and interpersonal skills to effectively collaborate with both technical and non-technical stakeholders.
• Strong presentation skills.
• Strong influencing skills.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Experience with Agile development practices is a plus.

Benefits

• Collaborative culture with smart people in a fast-growing company
• Opportunity to shape the fast-changing financial services landscape
• Flexibility to work and gain experience in different areas of the company as you grow your career
• Fast-paced start-up culture with an experienced team, strong brand and an enviable customer portfolio
• Competitive compensation package according to your level of expertise and skills

Management Level

Manager

Job Description & Summary

At PwC, our people in legal services offer comprehensive legal solutions and advice to internal stakeholders and clients, maintaining compliance with regulations and minimising legal risks. These individuals provide strategic guidance and support across various industries.

Those in NewLaw at PwC will focus on innovative approaches, methodologies, and tools to deliver legal services in a more efficient and effective manner. Your work will involve utilising technology, process improvement, and data analysis to streamline legal processes, enhance client service, and drive value.

Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Craft and convey clear, impactful and engaging messages that tell a holistic story.
• Apply systems thinking to identify underlying problems and/or opportunities.
• Validate outcomes with clients, share alternative perspectives, and act on client feedback.
• Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.
• Deepen and evolve your expertise with a focus on staying relevant.
• Initiate open and honest coaching conversations at all levels.
• Make difficult decisions and take action to resolve issues hindering team effectiveness.
• Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

About the role

SATIC is a delivery centre serving UK PwC and is an independent member of the PwC international network of firms. By joining SATIC and being based in South Africa, you will be part of the PwC Legal UK team located in London, Birmingham and Manchester. You will be working on project-based assignments, specialist legal advice and ongoing general counsel support.

An exciting opportunity has arisen to join the legal team based in one of our state of the art facilities in South Africa. We are looking for +7 y ear or more PQE South African admitted lawyers in financial services an d transactional background to join this busy, friendly team at Senior Manager level.

We are looking for a talented and ambitious individual with a passion for client service. We are experiencing significant growth in our practice largely due to our ability to harness new technology to deliver better services, faster.

This is the ideal environment for an individual who wants to be part of the future of legal services and solve real business problems.

Role and Key Responsibilities:

You will join as a Senior Manager and contribute to the team's expansion. The role includes:

• Drafting, negotiating, reviewing and assessing a wide range of financial services legal documents including loan agreements (bilateral and syndicated), security, ancillary and CP documents.

• Providing lending SME and applying market/industry knowledge of lending transactions as part of wider PwC engagements.

• Knowledge-sharing and providing training and tailored lending S ubject M atter E xpertise support to colleagues in other parts of the PwC network.

• Supporting clients in the negotiation and execution of a range of lending transactions and developing contract negotiation playbooks for clients.

• Supporting clients to leverage technology enabled workflows to support contract preparation, negotiation and execution.

• Business development, including over time building a network of referrers within PwC as well as developing direct client relationships.

Essential skills/Requirements:

• Qualified and admitted attorney in South Africa or equivalent common law jurisdiction.

• Excellent academic background. Experience of negotiating loan agreements and advising on lending and security-related transactional matters, either as an in-house lending lawyer at a bank or other financial institution or at a leading law firm.

• Good working knowledge of LMA documentation and current market practice.

• Experience in drafting, negotiating, reviewing and assessing a wide range of financial services legal documents including loan agreements (bilateral and syndicated), security, ancillary and CP documents.

• Strong knowledge of the financial services regulatory space as it impacts on banks, insurers, funds, asset managers and other financial institutions .

• Ability to meet tight deadlines and to thrive in a fast-paced environment.

• Ability to use initiative and a willingness to embrace innovation and continuous improvement.

• Ability to work both autonomously and as part of a team as and when required.

• Ability to harness new technology to deliver better services, faster.

• Ability to lead, coach and manage junior team members and provide quality assurance and control.

The Skills and Experience we are looking for

The successful candidate(s) will be energetic, enthusiastic and keen to embrace the challenge of turning their hand to many different types of financial services work .

Essential Skills / Requirements:

• Qualified attorney in South Africa or equivalent common law jurisdiction.

• Excellent academic background.

• Excellent communication skills and a positive "can do" attitude - ability to achieve goals through teamwork, direct and indirect influence and collaboration. Primarily a team player but also able to work under own initiative. Clear, articulate and confident in written and verbal communication skills.

• Good technical legal skills. Expertise in drafting, reviewing and redlining .

• Ability to meet tight deadlines and to thrive in a fast-paced environment;

• A keen ability to learn in a fast moving, innovative and technology enabled environment and a desire to be part of the movement to modernise the in-house delivery of legal services and advance the New Law Services practice.

Knowledge of or previous experience in the managed legal services industry or of working as an in-house legal counsel would be advantageous and looked on favourably . The successful candidate will be working with lawyers across the other UK offices and will be occasionally required to travel between offices.

Desirable skills:

• PowerPoint presentation skills

• Strong IT skills. (Office or 356)

• CLM skills

Training:

You will be upskilled to handle transactions governed by the laws of England and Wales through comprehensive training in the ways of working in delivering financial services work .

The successful candidate(s) will be energetic, enthusiastic and keen to embrace the challenge of turning their hand to many different types of financial services work.

Travel Requirements

Up to 20%

Available for Work Visa Sponsorship?

No

Job Posting End Date

August 29, 2025

Quantium is a world leader in data science and artificial intelligence. Established in Australia in 2002, we are a global team of more than 1,100 people across 14 locations with a unique blend of capabilities across product and consulting services to help businesses unlock value from data, analytics and AI. Quantium partners with the world's largest corporations to forge a better, more intelligent world.

About the role

The Executive Manager, Financial Services is a critical leadership position responsible for driving growth and operational excellence for our South African Financial Services team. This role is vital for maintaining strategic momentum with our flagship banking partnerships, driving client expansion, and identifying new opportunities across the broader financial services sector.

You will lead the delivery of data science products and solutions for leading financial institutions, translating business challenges into transformative data science and AI use case that have impact. This role requires deep financial services domain expertise (banking, insurance etc), strategic consulting experience, commercial acumen, and the ability to build and maintain enterprise-scale client relationships whilst developing high-performing data science and consulting teams.

How will you make an impact?

• Strategic leadership: Lead and execute the strategic direction for Quantium's financial services practice in South Africa, ensuring sustainable growth and market expansion
• Client excellence: Oversee end-to-end delivery of analytical solutions, ensuring exceptional client outcomes through advanced analytics and AI applications
• Commercial growth: Lead proposal development, commercial negotiations, and accountability for multi-million rand client relationships with clear ROI demonstration
• Team development: Build and mentor high-performing data science and consulting teams and foster strong local office culture
• Market presence: Establish Quantium as the leading AI partner through thought leadership, innovation, and strategic network development

The superpowers you'll be bringing to the team:

• Deep expertise: 10+ years of consulting/analytics expertise with proven track record in the financial services sector
• Strategic acumen: Demonstrated success in managing significant client relationships, proposal development, and commercial negotiations at enterprise scale
• Technical literacy: Strong understanding of modern data platforms, AI applications, and analytics solutions with ability to translate technical solutions into business value
• Leadership excellence: History of building and mentoring high-performing cross-functional teams with excellent communication skills across all organisational levels
• Commercial mindset: Track record of identifying and converting strategic opportunities whilst delivering measurable ROI for clients
• Educational foundation: Degree in Commerce, Economics, Mathematics, Statistics, or related discipline

Remember – you might not tick all the boxes, but don't let that stop you from applying. We're more interested in your ability to solve problems, think big and make an impact.

What could your Quantium experience look like?

Working at Quantium will allow you to challenge your imagination. You will get to solve complex problems using rigour, precision and by asking great questions – but it also means you can think big, outside the box and push your problem-solving skills to the max.

By Joining the team, you'll get to:

• Forge your path: So many of our team have moved around different teams or offices. You'll be in the driver's seat, and we empower you to make your career your own.
• Find your kind: Embrace diversity and connect with your tribe (think foodies, dog lovers, readers, or runners).
• Make an impact: Leave your mark. Your contributions resonate, regardless of your role or rank.

If you're ready to drive transformative change in South African financial services through the power of data and AI, we'd love to hear from you. Apply today.

Quantium's recruitment process involves the collection and use of personal information. Please click on the link "Privacy" for Quantium's Collection Notice. This provides information on how we collect, use & store your personal information, including potential disclosure to our majority shareholder, Woolworths Group Limited.

Mukuru is one of the fastest-growing fintechs in Southern Africa, operating across SADC and Europe, and backed by the largest Africa-focused US private equity fund. Our mission? To make financial services simple, safe, and accessible through smart, innovative technologies.

We're on the lookout for a dynamic
Product Owner
who thrives in fast-paced environments and loves the challenge of turning big ideas into customer-driven solutions. This role gives you the chance to shape and drive strategy for our
Loans Product
— a multi-country, multi-platform solution at the heart of our Financial Services offering. You'll report directly to the Head of Product Domain: Financial Services.

What You'll Do

• Own the product roadmap and lead innovation within the Financial Services domain.
• Collaborate with brilliant cross-functional teams to design scalable, user-friendly solutions.
• Translate business needs into powerful product features that deliver seamless customer journeys.
• Keep your finger on the pulse of fintech trends, compliance, and emerging technologies.
• Prioritise and refine the product backlog to maximise ROI.
• Work hand-in-hand with Scrum teams to drive delivery, create sprint goals, and unblock challenges.
• Champion communication around product features and releases, ensuring stakeholders are always in the loop.

What You'll Bring

• A relevant tertiary qualification (Information Systems a plus).
• 3–5 years of Product Owner or Business Analyst experience (Agile/Scrum essential).
• Proven track record in custom mobile app development.
• Knowledge of financial services, compliance (KYC, Foreign Exchange), and customer onboarding is a big advantage.
• Sharp analytical thinking, clear communication, and strong negotiation skills.
• The ability to juggle priorities, spot opportunities, and keep a laser focus on customer needs.

I am sure you are reading this job description and meet majority of the criteria BUT you may also still not be 100% comfortable in applying. We believe that there is a place for everyone under the Mukuru sun and we want YOU to contribute to our diverse tapestry of talent. So come on, take a leap of faith, and send your application if you meet majority of our requirements. Remember to include a snippet of how you will bring value and help us build a future of success that will help us determine where and how you may best be suited" Maybe you are just the future Mukurian we need
Should you be appointed in a remote/work from home role at Mukuru, it is your responsibility to ensure that you have uninterrupted internet connectivity and a 'work-like' environment at your home location, in order to deliver your best in terms of performance, productivity and service to our customers.
If you do not receive any response after two weeks, please consider your application unsuccessful.
NB: ALL STAFF APPOINTMENTS WILL BE MADE WITH DUE CONSIDERATION OF THE COMPANY'S DIVERSITY AND INCLUSION PLANS

At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.

BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 offices – and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.

BDO South Africa has vacancies for Managers to join our Financial Services Advisory Division in our Johannesburg Offices.

The Manager manages work assignments to completion within the allocated time frame and to an appropriate standard (quality). In addition to managing client engagements, the Manager should be able to effectively mentor and coach team members, while having a strong focus on business development and internal initiatives.

Main Duties and Responsibilities:

• Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:
  

  -    proper planning before the assignment,

  
  

  -    appropriate coaching during the assignment,

  
  

  -    attention to quality of the deliverable and the supporting documentation, adequately completing provisions,

  
  

  -    managing the WIP appropriately and within budget, where applicable, billing the engagement, and

  
  

  -    closing the engagement.

  
  


• Is an effective project manager


• Track any delays and overruns and raises these at the relevant partner catch-ups and client meetings. Get immediate and timely agreement from the client to overruns.


• Reviews written documents to ensure that they are organised, well-written, referenced and easy to follow.


• Establish effective working relationships directly with key clients and broader BDO stakeholders.


• Bring industry insights and recommendations to the client during client discussions. Ensures value-added delivery to the client driving sustainability of client relationship and work allocation


• Coordinate and lead meetings with the key client stakeholders and internal senior stakeholders in the absence of the partner.


• Assess and manage project risks, processes, and controls.


• Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows.


• Develops a more strategic view of the business and participates in strategic initiatives through the coaching of the partners.


• Able to lead initiatives from commencement to conclusion with minimal coaching and mentoring. Understands when to request input or assistance.


• Takes on operational role/s within the business, in addition to allocated client assignments


• Participate in proposal development as and when required    


• Participate in training efforts 

Qualifications:

• Bcom Internal Audit   


• Bcom Information Systems/Informatics   


• Bsc Computer Science   


• CISA, CA(SA) or CRISC

Experience and Knowledge:

• 5 to 6 years of IT Audit Experience


• Knowledge of General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis

Technical Competencies:

• General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis

Behavioral Competencies:

• Effective Communication Skills, both written and verbal.


• Problem-solving techniques and effective conflict management skills.


• People management skills


• Ability to engage with top management and clients.


• Ability to establish and maintain strong relationships.


• Mentoring and coaching skills

BDO Core Competencies:

• Relationships and Collaboration


• Exceptional Client Service


• Business Growth


• Engaging people


• Leadership


• Quality, Risk management and Operational performance

The appointment will be made in terms of the firm’s Employment Equity Policy.

Only short-listed candidates will be contacted.

Location: Roodepoort - Office Based

Role: Financial Services - Trade Credit Insurance - Customer Service Consultant

A leading privately owned Financial Services company specialising in Trade Credit Risk Insurance for large enterprises across several industries is looking for an experienced service consultant to join their dynamic team! The company offers a fast-paced, fun, innovative and agile environment.

To qualify for this exciting opportunity you will need the following:

1. A degree in Commerce (BCom, Business Administration Degree, Finance Degree).
2. At least 2 years experience in the trade credit insurance industry with insurer or broker (B2B), trade finance.
3. A minimum of 3 years in a service delivery environment.
4. Excellent business acumen.
5. Solid understanding of Trade Credit Risk.
6. Strong financial acumen.
7. Very strong communication skills and solid exposure in dealing with enterprise/corporate clients and Insurers.

R 15 000 - R 25 000 - Monthly