Fiduciary Portfolio Oversight Specialist

1 week ago

Cape Town, South Africa FirstRand Full time

Job Description

To perform the trustee oversight functions in respect of a Collective Investment scheme in order to protect the unit holders
- Deliver against operational and cost targets.
- Prioritize resource allocation to minimize and reduce wastage.
- Monitor costs for the financial year according to the operational plan.
- Allocates and approves expenditure.
- Identify, control and escalate potential risks that may lead to increased costs.
- Deliver customer experience excellence aligned to Organizational values and service standards.
- Build professional long-term relationships with customers based on trust that builds the brand.
- Collect and interrogate information and feedback to ensure full understanding of customer needs to deliver a quality service.
- Provide customers with relevant information to keep them informed of products and service options.
- Ensure own product knowledge and guidance provided is technically accurate and collects feedback to help improve customer service.
- Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in.
- Engage in cross-functional relationships to obtain and to provide work support.
- Conduct comprehensive reviews of account activity and terms of all types of accounts following relevant policies/procedures.
- Identify customer needs and offering solutions.
- Proactively oversee fiduciary risk exposure within the Collective Investment Schemes for which we are appointed.
- Oversee client accounts in order to create, expand, and serve relationships.
- Perform internal audits to verify compliance with established standards and partners directly with risk partners.
- Provide CIS fiduciary oversight and answers difficult or complex questions regarding collective investment schemes and portfolio fiduciary risk and compliance oversight.
- Review documents and works with team members to ensure proper documentation of management company actions, policies and procedures.
- Make decisions in complex situations requiring excellent understanding of the function, policies, procedures, and compliance requirements that influence and lead broader work team to meet deliverables and drive new initiatives.
- Ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
- Ensure implementation of relevant policies, governance and practice standards across the business.
- Maintain knowledge on relevant legislative amendments, industry best practices and internal compliance procedures and requirements.
- Ensure compliance is adopted in terms of systems and procedures as laid out by organization and review in response to audit findings and changes.
- Develops an understanding of risks and risk management approaches.
- Implement and provide input into the development of governance and compliance procedures and processes within area of specialization and identify risks.
- Educates others and makes suggestions for improvements.
- Networks and participates in specialist risk forums where required.
- Implement, monitor and control business processes according to quality standards; policy; and compliance and governance requirements in area of accountability.
- Ensure the development, alignment, mapping and implementation of end-to-end processes aligned to the customer journey map.
- Research, enable and consult on improvements and opportunities to harness technology and platform enablement.
- Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
- Provide timeous reports on management company conduct and oversight, scheme audit reporting and processes as well as regulatory reporting required from time to time.

Post

RMB

LI-ZM1

Job Details

Application Closing Date

07/06/24

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