Credit & Securities Analyst - Tygervalley, South Africa - Sanlam

Sanlam

Verified Company

Tygervalley, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Who are we?
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions.

These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion - individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.

What will you do?
Analyse client investment portfolio and financial record to determine credit risk of applicant
Provide end-to-end administration for new or additional credit request
Perform Due diligence ensuring enforceability of collateral for new and historical credit extended to clients
Reporting to Management on potential portfolio risk
Ensuring compliance with all internal procedures and regulations (where applicable)
Manage and build strong relationships with internal stakeholders and ensure seamless service is provided
Assist with accelerating the promotion of the credit product to our clients
Assist with the implementing and testing of the new credit system Qualification and experience
Bachelor of Commerce or relevant commercial qualification
Minimum 3-5 years - experience within an investment/banking credit environment Knowledge and skills
Strong knowledge of the financial markets and instruments
Knowledge of legislation and governance around lending
Data analysis
Project Management [high level] Personal qualities
Self-motivated, proactive, taking ownership of problems until they are resolved
Mature person with the sense of responsibility to do after hours
Strong numerical orientation
Highly organized with a high level of customer focus
Accurate and detail orientated
Critical and analytical capability
Ability to perform well under pressure and show maturity, confidence and resilience
Excellent listening, communication and interpersonal skills
Pro-Active approach to work, clients, problem solving
Learning agility and curiosity
Assertive
Passionate ownership for results Build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth.

Through its business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office - the Sanlam Group provides many opportunities for growth and development.

Turnaround time

To be considered for the above opportunity please upload your detailed CV on or before 6 January 2023

The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process.

This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.