Team Leader - Client Lifecycle Management Operations (CLMO), Sandton

Description

This role is responsible for the oversight, monitoring and leadership of the CLMO team which looks after the client lifecycle operations area within all BCB products including but not limited to on boarding, product activation, maintenance and off boarding.

Key Responsibilities

Creating an environment for the team that enables high levels of performance Capacity planning to ensure that the allocation of tasks is evenly distributed Assisting with the resolution of queries, reviewing, and managing operational issues Actively engaging with the business and other teams to develop information flows and efficiencies Continuously seek to enhance processes, create efficiencies, and ensure a consistent, seamless, frictionless, high touch client and internal stakeholder experience across all products Driving efficiencies through process and automation Involvement in group initiatives where changes impact the client lifecycle (on boarding, maintenance, and off boarding) Project involvement where necessary including the input into requirements and testing New products and product enhancement impact to BCB clients Management of exceptions reports to ensure client lifecycle is completed successfully The incumbent must be able to challenge processes ensuring client is always at the centre Oversight of reporting, analytics and reconciliation as necessary to ensure a stable risk and control environment Implementation and management of key risk and controls, and level one operational risk management

People Leadership

Consistently and consciously embedding Investec culture & values:

Identify future resourcing requirement and proactively initiate the sourcing Integration of new staff Ongoing performance and development review of and feedback to individuals in the team (incl. participation in performance rigour and people processes) Ongoing coaching and mentoring of all staff in the team Considering employee wellness and team wellbeing

Stakeholder Liaison & Communication

Manage and co-ordinate relationships with key internal stakeholders Build and promote the team brand within BCB

Risk Management

Awareness of management of compliance and regulatory framework within the team Reporting and quality assurance Initiation of plans to manage to create operational efficiencies across the client lifecycle

Qualifications, Experience and Skills

Confident knowledge and understanding of FICA/AML and other regulations Knowledge and understanding of risk management Ability to engage and manage conflict Able to analyse and interpret information across multiple complex data sets to form a holistic view Excellent problem solving and decision-making skills Self-motivated Excellent written and verbal communication skills Resilient, responsible and accountable Analytical mind with high levels of attention to detail Able to report clearly and concisely Solid prioritisation, organisational and time management skills Ability to be a leader in complex change Exposure to CLM framework would be an advantage Competent work-appropriate computer skills (Word, Excel and internet research) Degree in legal, finance or business subject or at least 5 years relevant experience

Investec Culture 

At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity. We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment. 

We are committed to diversity and inclusion when recruiting internally and externally.