Subject Matter Expert Asset Management Cape Town

2 weeks ago


Johannesburg, South Africa The Recruitment Council Full time

Job Purpose:
Job Responsibilities:

- Ensure all business processes and rules are clearly defined, documented and reviewed regularly.
- Understand the complete end to end processes, how they fit together and the implications of a break in the process
- Provide recommendations for procedural improvements.
- Ensure that terms/jargon is simplified, understood and well communicated to the team
- Serve as a credible client service resource to the team and business where business processes, product and business rules are concerned
- Build strong relationships with various people in the business and with external stakeholders in order to document / develop processes
- Continuously assess processes, procedures and business rules to identify areas for improvement
- Problem solve process failures through route cause analysis, solution engineering and implementation
- Initiate and implement change processes across the department to improve quality and client experience
- Benchmark our service levels and client experience against industry standards
- Documenting in process mapping tool
- Manage business rules repository
- Ad-hoc project testing

Essential Qualifications - NQF Level:

- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees

Preferred Qualification and Experience:

- 5 to 7 years Client Services experience in an Asset Management environment
- 3 to 5 years Business Process and Product rules expert experience in a Client Services environment
- Understanding and knowledge of financial services/investment industry and products (Units trust, TFI and Retirement products advantageous)
- Experience in an Asset Manager / Collective investment schemes

Technical / Professional Knowledge:

- Administrative procedures and systems
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Banking knowledge
- Banking procedures
- Cluster Specific Operational Knowledge
- Business principles
- Business terms and definitions
- Governance, Risk and Controls

Behavioural Competencies:

- Building Customer Loyalty
- Communication
- Technical/Professional Knowledge and Skills
- Managing Work
- Adaptability
- Quality Orientation



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