Lending Analyst

To assist in proactively managing end to end lending transactions for PC and PW clients, with a team of Lending specialists, through provision of analysis, support, and sales and service fulfilment with the intent of leveraging this lending to secure new to bank clients, and to further entrench existing clients

Additional requirements:

This is a Banking Specialist Lead role in a UHNW portfolio. Focused on full Transact, Global and FX related transactions…

• Private Wealth Value Proposition;
• 3-5 years in a Private Wealth portfolio;
• Understanding of Banking systems, Mandates across R&C, etc

For the Lending Analyst role:

This is a support role, within the Ultra-High-Networth portfolio, working with a Lending Specialist. Therefore, you require in-depth understanding of:

• Pyramid, eCFA, FACT, Lotus Notes, Pricing Portal systems
• Clear understanding of RJC policies, etc
• Internal (Retail Private banking) Lending fulfilment processes”

Understanding systems in the Lending value chain
Lotus Notes system
Fact Systems – will be an advantage.

• Achieve expected financial targets and uphold associated service levels
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
• Assist with profit growth for the business through sales and acquisition of new clients
• Develop and manage key stakeholder relationships that enable achievement of operational objectives

20/03/26