Role Purpose:
There is no commonwealth advisory solution for any single client, which is why our lending offering is adaptable, and a solution is always shaped in line with our client's changing needs and broader wealth portfolio. The Lending Specialist oversees the structured lending portfolio of our High Nett Worth Clients and overall lending solution for clients.
The ideal candidate should be able to:
Responsible for financial analysis, risk management, portfolio management, planning and forecasting.
Develop strong client relationships and offer customized lending solutions.
Collaborate with Wealth Managers to enhance the structured lending business and profitability.
Prepare reports on portfolio performance and risk metrics for stakeholders.
You will be an ideal candidate if you:
Relevant NQF7 Level Degree in Finance, Economics or Accounting.
Completed RE5 qualification.
Have 7-10 years' experience maintaining and growing wealth clients with structured lending products.
End Date: June 27, 2026