Reference: NFP014079-SHb-1 A leading wealth management firm dedicated to providing personalized financial service, they strive to achieve excellence in managing wealth and creating value for their clients. They and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role opportunity to gain valuable experience in the wealth management industry and contribute to the success of our
Payment Management
Preparation and timely submission of monthly Vat returns via
25th of each month:
o For clients under management
o Reconciliation of the vat clearing account
managers with finance related issues relating to the property portfolio under management.
accounting functions and staff where necessary Payment Management Preparation and timely submission of monthly by the 25th of each month: o For clients under management o Reconciliation of the vat clearing account property managers with finance related issues relating to the property portfolio under management. Discuss Discuss monthly accruals with property managers and ensure that the necessary amendments are done to accurately preliminary financial statements and advise property managers when ready. Review preliminary financial statements
the bank's portfolio of lending products Monitor the performance of banks credit portfolios Identify trends trends, and recommendations Manage model risk for the credit portfolio Drive RDARR compliance Contribute EAD and LGD for impairment and capital in the portfolio Implement and monitor credit limit increase and reporting for all products within the banks credit portfolio Optimise customer payment strategies to prevent experience in credit risk management Unsecured Consumer and SME Credit portfolio experience Excellent communication
Financial Services Company requires a Credit Risk Portfolio Manager to join their team and be responsible for risks within the portfolio of lending products. Monitor the performance of credit portfolios, identifying presenting reports to senior management Managing model risk for the credit portfolio. Ensure the Credit Risk increase and decrease strategies on the existing portfolio to optimise profits. Ensure effective monitoring reporting for all products within the banks credit portfolio Matric / Grade 12 Tertiary Qualification - Bachelor's
banks in S.A. is seeking an experienced Audit Portfolio Manager to join their JHB team on a 7-month contract
following: Current portfolio and lending transactions : Monitor performance in portfolio and lending deals and exits of portfolio Preparation and assessment of detailed credit applications, portfolio valuation calculations other reports on portfolio / groups New lending transactions: Assist with management of deal pipeline discussion and motivation to the Head of CPF Management of network and growing it in terms of CPF strategy Preparations of own draft budget Review of own management accounts, monitoring performance to budget and
CPT002511-AK-1 ROLE PURPOSE: To grow revenue, manage debt portfolio and maintain quality of collateral in line building skills and experience. Deal Making and Management To source and evaluate potential clients in line company's character assessment requirements, management experience and skills, identifying appropriate communication, dispute resolution and defect management and develop a position for inclusion into the secure the deal, if prudent. To review property management solutions by reviewing proposal provided, evaluating
CPT002510-AK-1 ROLE PURPOSE: To grow revenue, manage debt portfolio and maintain quality of collateral in line building skills and experience. Deal Making and Management To source and evaluate potential clients in line company's character assessment requirements, management experience and skills, identifying appropriate communication, dispute resolution and defect management and develop a position for inclusion into the secure the deal, if prudent. To review property management solutions by reviewing proposal provided, evaluating
CPT002509-AK-1 ROLE PURPOSE: To grow revenue, manage debt portfolio and maintain quality of collateral in line building skills and experience. Deal Making and Management To source and evaluate potential clients in line company's character assessment requirements, management experience and skills, identifying appropriate communication, dispute resolution and defect management and develop a position for inclusion into the secure the deal, if prudent. To review property management solutions by reviewing proposal provided, evaluating