Lending Specialist | Claremont

SUMMARY:
Lending Specialist | Claremont

POSITION INFO:

Position: Lending Specialist (High-Net-Worth Portfolio)

Location: Claremont, South Africa

Position Type: Full-Time, Permanent

Role Purpose

As a Lending Specialist, you will take strategic ownership of the structured lending portfolio for High-Net-Worth (HNW) clients. You will be responsible for overseeing the entire lending solution ecosystem, ensuring that credit and wealth structures are seamlessly aligned.

Key Responsibilities

• Financial & Risk Leadership: Oversee complex financial analysis, risk management, portfolio management, planning, and forecasting.

• Bespoke Solutioning: Develop strong, long-term client relationships and design customized structured lending solutions.

• Internal Collaboration: Partner with Wealth Managers to enhance the structured lending business and maximize overall portfolio profitability.

• Stakeholder Reporting: Prepare and present comprehensive reports on portfolio performance and risk metrics for key stakeholders.

The Ideal Candidate

To be considered for this exclusive placement, you must meet the following stringent criteria extracted from the Lending Specialist New RMB.pdf specification:

• Education: A relevant NQF7 Level Degree in Finance, Economics, or Accounting.

• Certification: Completed RE5 qualification.

• Experience: 7–10 years of dedicated experience maintaining and growing wealth clients specifically utilizing structured lending products.

Mandatory Legal Requirement: In accordance with the National Credit Act (NCA), all candidates applying for this role will require a comprehensive credit record check.