JOB DESCRIPTION

To support the Account Executive with the day-to-day administrative (portfolio management), operational and credit management functions for an allocated Entrepreneur portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service fulfilment aligned to segment targets. The portfolio will be looking after the chinese market

QUALIFICATIONS

Minimum Qualifications

• Relevant FAIS aligned business related tertiary qualification e.g. Diploma (NQF6) and above
• Must complete the RE 5 examination within the allocated time
• Drivers License

Minimum Experience

• 3-4 years experience as an Account Analyst with exposure to lending principles, sales and client servicing
• Experience in a back-office Account Support or Customer Service Support role to understand how to interact with the client as well as to process client queries and requests
• Experience in Credit or Retail Credit Collections responsible to complete credit applications
• Must have relevant intermediary experience in respect of FAIS
• Mandarin speaking is a requirement of role and highly advantageous

ADDITIONAL INFORMATION

Behavioural Competencies

• Easily assumes team identity.
• Open to new ideas and methods.
• Progressive in thinking.
• Leads change.
• Structured and organised.  

Technical Competencies

• Credit assessment skills
• Business acumen
• Numerical skills and financial acumen
• Computer literate
• Negotiation skills