Job Description

• To support the Relationship Manager with the day-to-day administrative functions, portfolio management, entrenchment, and operational functions for an allocated Premium or Growth portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central contact point for the client, providing sales and service fulfilment aligned to segment targets.

Qualifications

Minimum Qualification

• NQF6 (FAIS recognised).

Experience Required

• 3-4 years previous experience as an account analyst or similar position to gain exposure to lending principles and customer service.

Additional Information

Behavioral Competencies:

• Adopting Practical Approaches
• Articulating Information
• Checking Details
• Directing People
• Embracing Change