Role Purpose

Focus exclusively on credit and lending solutions for high-net-worth and ultra-high-net-worth clients. The Lending Specialist oversees the structured lending portfolio of High Net Worth Clients and develops customized solutions aligned with each client’s changing needs and broader wealth portfolio.

Responsibilities

• 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.

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• 7–10 years of experience maintaining and growing wealth clients with structured lending products.
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