Financial Portfolio Manager

4 days ago


Cape Town, Western Cape, South Africa Standard Bank of South Africa Limited Full time
Job Summary

We are seeking a skilled Financial Portfolio Manager to join our team at Standard Bank of South Africa Limited. In this role, you will support the Relationship Manager with day-to-day administrative functions, portfolio management, and operational tasks for allocated Premium or Growth portfolios. The ideal candidate will have 3-4 years of previous experience in a similar position, gaining exposure to lending principles and customer service.

Key Responsibilities
  • Portfolio management and administration
  • Supporting the Relationship Manager with operational tasks
  • Ensuring compliance requirements within the portfolio are met

Requirements
  • NQF6 (FAIS recognised)
  • Licenses and certifications: FAIS Representative
  • Product knowledge: Business Banking
  • Agricultural knowledge/experience

About Us

We are committed to providing exceptional customer service and supporting the growth of our clients' businesses.



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