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Cape Town City Centre: Lending specialist

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Job Description

Are you a seasoned finance professional ready to design adaptable, customized lending solutions for High Net Worth Clients? A Leading Financial Institution, renowned for its innovative approach to wealth advisory, is seeking a high-calibre Lending Specialist to join their dedicated Private Banking and Advisory Team. This is a critical role where you will oversee and enhance a sophisticated structured lending portfolio, collaborating with expert Wealth Managers to drive business profitability and growth. If you are a strategic thinker with 7-10 years of experience in wealth management lending and a commitment to designing solutions that align with a clients broader wealth portfolio, Our client would like to invite you to imagine your potential with them. Responsibilities: You will be the expert in structured lending, responsible for both portfolio oversight and deep client relationship management. Portfolio & Risk Management: Oversee the structured lending portfolio for High Net Worth Clients. You are responsible for financial analysis, risk management, portfolio management, planning, and forecasting. Customized Solutions: Develop strong client relationships and offer customized lending solutions. You will ensure the lending offering is adaptable and shaped in line with clients’ changing needs and broader wealth portfolios. Strategic Collaboration: Collaborate effectively with Wealth Managers to enhance the structured lending business and profitability. Reporting: Prepare reports on portfolio performance and risk metrics for key stakeholders. Experience: 710 years’ experience maintaining and growing wealth clients with structured lending products. Qualifications: A relevant NQF7 Level Degree in Finance, Economics, or Accounting. Must have the completed RE5 qualification. In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Cape Town Region

In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.

Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.

The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.

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For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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View Job  Cape Town City Centre: Operational Accountant

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