Job Description

To support the Private Banking & Advisory business through the design, implementation, optimisation, and governance of operational processes, business initiatives, and strategic enablement projects. The role is responsible for driving operational efficiencies, improving client and employee experiences, and ensuring effective execution of business priorities across the PB&A environment.

Key Responsibilities:

Process Improvement & Operational Excellence

• Identify, analyse, and optimise business processes to improve operational effectiveness.
• Conduct root cause analysis and implement sustainable solutions to address recurring issues.
• Drive continuous improvement initiatives across business units.
• Map, document, and redesign business processes and operating models.
• Monitor post-implementation performance and adoption of new processes and technologies.

Business Enablement & Project Delivery

• Manage and coordinate business initiatives, projects, and implementation plans.
• Facilitate stakeholder engagement sessions to gather requirements and define business solutions.
• Ensure successful delivery of projects within agreed scope, timelines, and quality standards.
• Support change management and communication activities for business initiatives.

Stakeholder Management

• Build strong relationships across Private Banking, Wealth, Fiduciary, Operations, Technology, Risk, Compliance, and Product teams.
• Influence and collaborate with stakeholders to drive business outcomes.
• Present recommendations, findings, and progress updates to management.

Reporting & Business Insights

• Develop meaningful management information and reporting dashboards.
• Analyse operational trends, risks, and performance metrics.
• Provide insights and recommendations to support decision-making.

Governance, Risk & Compliance

• Ensure adherence to governance frameworks, policies, and regulatory requirements.
• Identify operational risks and develop mitigation plans.
• Support audit, risk, and compliance activities where required.

Minimum Requirements

Qualifications

• Bachelor's Degree in:
  • Business Administration
  • Commerce
  • Finance
  • Banking
  • Economics
  • Industrial Psychology
  • Operations Management
  • Or related NQF 7 qualification

• Preferred Qualifications

• Postgraduate qualification in Business, Management, Banking, Finance, Project Management, or Process Improvement.
• Lean Six Sigma qualification.
• Business Process Management certification.
• Project Management certification

Experience Minimum:

• 5+ years' experience within Banking, Financial Services, Wealth Management, Fiduciary, Operations, or Business Enablement environments.
• Experience in:
  • Business process improvement
  • Project implementation
  • Stakeholder management
  • Operational management
  • Business analysis
  • Reporting and analytics

Preferred:

• Experience within:
  • Private Banking
  • Wealth Management
  • Fiduciary Services
  • Operations Management

Exposure to process mapping, business transformation, and change management initiatives.

• Business Process Mapping
• Process Improvement
• Root Cause Analysis
• Change Management
• Data Analysis & Reporting
• Stakeholder Management
• Risk Management
• Governance & Compliance
• Operational Excellence

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We look forward to engaging with you further. Apply now!

 

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

18/08/26