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Fiduciary Portfolio Oversight Specialist

2 months ago

Cape Town, Western Cape, South Africa FirstRand Bank Limited Full time
Job Summary

We are seeking a highly skilled Fiduciary Portfolio Oversight Specialist to join our team at FirstRand Bank Limited. As a key member of our team, you will be responsible for delivering trustee oversight functions in respect of Collective Investment schemes, protecting the interests of unit holders, and ensuring compliance with relevant statutory, legislative, policy, and governance requirements.

Key Responsibilities
  • Deliver against operational and cost targets, prioritizing resource allocation to minimize wastage.
  • Monitor costs for the financial year, allocating and approving expenditure, and identifying potential risks that may lead to increased costs.
  • Deliver customer experience excellence, building professional long-term relationships with customers based on trust.
  • Collect and interrogate information and feedback to ensure full understanding of customer needs, delivering a quality service that exceeds expectations.
  • Provide customers with relevant information, ensuring own product knowledge and guidance is technically accurate.
  • Build relationships that allow for the managing of expectations, sharing knowledge and diverse insights, and creating buy-in.
  • Engage in cross-functional relationships to obtain and provide work support, reading, interpreting, and applying trust document language to specific situations.
  • Conduct comprehensive reviews of account activity and terms, identifying customer needs, and offering solutions.
  • Proactively oversee fiduciary risk exposure within Collective Investment Schemes, creating, expanding, and serving relationships with clients.
  • Perform internal audits to verify compliance with established standards, partnering directly with risk partners.
  • Provide CIS fiduciary oversight, answering difficult or complex questions regarding collective investment schemes and portfolio fiduciary risk and compliance oversight.
  • Review documents, working with team members to ensure proper documentation of management company actions, policies, and procedures.
  • Make decisions in complex situations, requiring an excellent understanding of the function, policies, procedures, and compliance requirements.
  • Ensure compliance with relevant statutory, legislative, policy, and governance requirements in the area of accountability.
  • Implement relevant policies, governance, and practice standards across the business, maintaining 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 the organization, reviewing in response to audit findings and changes.
  • Develop an understanding of risks and risk management approaches, implementing and providing input into the development of governance and compliance procedures and processes within the area of specialization.
  • Educate others, making suggestions for improvements, networking, and participating in specialist risk forums where required.
  • Implement, monitor, and control business processes according to quality standards, policy, and compliance and governance requirements in the area of accountability.
  • Ensure the development, alignment, mapping, and implementation of end-to-end processes aligned to the customer journey map, researching, enabling, and consulting on improvements and opportunities to harness technology and platform enablement.
  • Provide timeous reports on management company conduct and oversight, scheme audit reporting, and processes as well as regulatory reporting required from time to time.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a challenging role, please submit your application.