Client Portfolio Analyst

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Project & Program ManagementPortfolio Analyst

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Quick Summary

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Project & Program ManagementPortfolio Analyst

To support the Client Portfolio Executive in effectively managing and administering a client portfolio by overseeing the approval process and ensuring ongoing quality and risk management of clients’ credit facilities. This job ensures compliance with internal policies and regulatory standards while enabling sustainable client relationships.

Requirements

~1 min read

Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained.
Continuously monitor actual process turnaround times and quality standards and resolve issues speedily to enhance effective client service delivery.
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 business internal compliance procedures and requirements.
Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
Ensure compliance is adopted in terms of systems and procedures as laid out by business.
Develop materials and documentation including minimum standards, templates, guidelines, FAQ’s and processes.
Ensure analysis is conducted to identify business performance improvements and reengineering initiatives.
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.
Create own development plan and review plan with team leader or manager.
Understand which competencies and skills are required to be mastered to ensure personal development and performance.

Have obtained 2-3 years experience in an Analyst role in the Commercial Banking environment
Have obtained a Bachelor of Business Administration/Finance related qualification
FAIS Accredited qualification
Exposure to Credit Applications in Commercial environment.
RE5 Preferential
Sales and Credit exposure essential
Have experience of dealing with high level customer queries in business environment

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

Adaptable and curious
Sales driven
Thrive in a collaborative environment
Client-centric

14/11/26

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.