Subject Matter Expert | Asset Management

Role: Subject Matter Expert | Asset Management 
Category: Asset Management
Location: Cape Town
Salary: Market Related

Job Purpose:

The subject matter expert (SME) provides the knowledge and expertise for business rules, process and product rules within Client Services. Part of the role includes working closely and supporting Client Services Managers and specialist consultants.

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