Client Portfolio Analyst

Posted 8 Days Ago
Be an Early Applicant
Gaborone, BWA
In-Office
Entry level
Financial Services
The Role
Supports the Client Portfolio Executive in administering client portfolios, overseeing credit facility approvals, and managing ongoing quality, risk, and regulatory compliance. The role provides client service, monitors turnaround times, maintains stakeholder relationships, develops documentation and procedures, analyzes business performance, and delivers reporting and insights to support decision-making and process improvements.
Summary Generated by Built In
Job Description

To support the Client Portfolio Executive in effectively managing and administering a client portfolio by overseeing the approval process and ensuring ongoing quality and risk management of clients’ credit facilities. This job ensures compliance with internal policies and regulatory standards while enabling sustainable client relationships.
  • Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained.
  • Continuously monitor actual process turnaround times and quality standards and resolve issues speedily to enhance effective client service delivery.
  • Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.
  • Maintain expert knowledge on relevant legislative amendments, industry best practices and business internal compliance procedures and requirements.
  • Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
  • Ensure compliance is adopted in terms of systems and procedures as laid out by business.
  • Develop materials and documentation including minimum standards, templates, guidelines, FAQ’s and processes.
  • Ensure analysis is conducted to identify business performance improvements and reengineering initiatives.
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
  • Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
  • Create own development plan and review plan with team leader or manager.
  • Understand which competencies and skills are required to be mastered to ensure personal development and performance.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

20/10/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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The Company
HQ: Johannesburg
49,989 Employees
Year Founded: 1998

What We Do

FirstRand is a portfolio of integrated financial services businesses offering transactional, lending, investment and insurance products and services. The group seeks to build long-term franchise value and deliver superior, sustainable returns within acceptable levels of volatility. Its corporate centre houses key functions—including risk, compliance, governance, internal audit, treasury, finance and tax—that support the broader group and its operating businesses.

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