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Cape Town City Centre: Lending specialist

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Job Description

About the Role

We are seeking an experienced Lending Specialist to join our Private Banking and Advisory Team in Cape Town City Centre. As a seasoned finance professional, you will be responsible for designing adaptable, customized lending solutions for High Net Worth Clients. Your expertise will play a critical role in driving business profitability and growth through strategic collaboration with Wealth Managers.

Key Responsibilities

  • Oversee the structured lending portfolio for High Net Worth Clients
  • Develop strong client relationships and offer customized lending solutions
  • Collaborate effectively with Wealth Managers to enhance the structured lending business and profitability
  • Prepare reports on portfolio performance and risk metrics for key stakeholders

Requirements

  • 7-10 years of experience in wealth management lending
  • Strong analytical and problem-solving skills
  • Excellent communication and relationship-building skills
  • Ability to work in a fast-paced environment with multiple priorities

Qualifications

  • A relevant NQF7 Level Degree in Finance, Economics, or Accounting
  • Completed RE5 qualification
  • Valid credit record (required for all candidates)

Salary & Benefits

  • Competitive salary package

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.

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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.

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.

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



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