Jobs

Client Portfolio Analyst at FNB South Africa

  • Job Type Full Time
  • Qualification Bachelors
  • Experience 3 – 5 years
  • Location Mpumalanga
  • Job Field Banking&nbsp , Finance / Accounting / Audit&nbsp

Client Portfolio Analyst at FNB South Africa

Client Portfolio Analyst

Job Description

  • To support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client’s credit facilities..

Are you someone who can:

  • Support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client’s credit facilities
  • Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained
  • Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
  • Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB’s internal compliance procedures and requirements
  • Ensure compliance is adopted in terms of systems and procedures as laid out by FNB
  • Develop materials and documentation including minimum standards, templates, guidelines, FAQ’s and processes
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
  • Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities

You will be an ideal candidate if you:

  • Business Banking Degree (Financial)
  • FAIS Compliant (RE5)
  • 3-5 years banking experience, relationship management and judgmental credit experience.
  • Person must not be an unrehabilitated insolvent
  • In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

You will have access to:

  • Opportunities to network and collaborate
  • A challenging working environment
  • Opportunities to innovate

We can be a match if you are:

  • Analytical
  • Financial acumen
  • Attention to detail
  • Technology savvy
  • Ability to deal with customers (problem solving/ customer service)
  • Ability to interpret financial statements
  • Strong credit experience and negotiation skills
  • Build and maintain stakeholder relationships experience (any segment)
  • Strong collaboration skills
  • Exposure to dealing with juristic clients

End Date: September 24, 2025

Method of Application

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