Sunday , December 3 2023

Financial Adviser Jobs in Free State

Website Sanlam

About the job

Role Purpose:

To evaluate, manage and approve credit risk within the Medium Corporate segment by providing advice and support through the implementation of group credit mandates, risk frameworks and methodologies.


· Continuously assess own performance, seek timely and clear feedback and request training where appropriate

· Knowledge of Credit Systems

· Responsible application of allocated Judgmental Credit mandate

· Assess and approve credit in terms of approved mandate to minimise Credit Risk to the business and manage the credit approval process

· Develop, encourage and nurture collaborative relationships within FNB Business across Product Houses and and/or across the FRG

· Approve or recommend counterparty exposure across multiple products

· Manage credit risk at origination and on an ongoing basis

· Facilitate FNB Business Advances Growth Strategy

· Manage respective portfolio within the businesses budget and bad debt highway

· Drive customer service delivery goal achievement in line with predefined standards and in support of operational objectives

· Develop and manage key stakeholder relationships that enable achievement of operational objectives

· Ensure compliance to legislative and audit requirements and adherence to relevant processes

Additional Requirements:

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Qualifications and Experience:

· Minimum Qualification: Relevant Post Graduate in Finance

· Preferred Qualification: CA (SA)/CFA

· Experience: 3 to 6 years’ experience in a similar environment, of which 2 to 3 years ideally at junior (entry level) management level

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