Joe Smith Email & Phone Number

Jersey

Jersey, United Kingdom

A business announced an intention to acquire an International Investment Bond Business. The portfolio comprised a range of single premium, open architecture, non-guaranteed unit-linked investment bonds distributed primarily through private banks and specialist IFAs to UK residents. In aggregate there was more than €3bn of client assets across 7,000 policies.The project had to address the system and product implications of this acquisition, with the core Information Security Workstream… Show more A business announced an intention to acquire an International Investment Bond Business. The portfolio comprised a range of single premium, open architecture, non-guaranteed unit-linked investment bonds distributed primarily through private banks and specialist IFAs to UK residents. In aggregate there was more than €3bn of client assets across 7,000 policies.The project had to address the system and product implications of this acquisition, with the core Information Security Workstream based in the Isle of Man. The outcome of this acquisition was too successfully on board the new book of business onto the Group’s IT infrastructure. I played a key role in supporting the Custody Workstream, to ensure the new book of business could successfully continue trading using the Group’s custodian platform. • Documented all as-is process specific to the existing Custody business being migrated. • Hosted all project workshops specific to the custody process redesign to on-board the new book of business onto the Group’s infrastructure. • Specified the system requirements to support the agreed custody to-be processes.• Identified host connections to send dealing instructions using an SFTP connection.• Designed the support model to be aligned with the to-be process and built scheduled reports for MI purposes. • Documented test cases and facilitated UAT. • Identified opportunities the group infrastructure could adapt as part of the migration; this included dealing changes and a complete redesign in the dividend schedule process. Show less

Jersey, United Kingdom

Since delivering a number of key projects focused on access controls and IT security I was successful in fulfilling a role in the Cyber Security department of the International Business for the bank. My key deliverables for this role were: • Ensure all colleagues across the International business of the bank have the right levels of access at all times and adhere to the least privileged access policy. • Build on the relationships with Group Audit and Operational Risk to ensure the… Show more Since delivering a number of key projects focused on access controls and IT security I was successful in fulfilling a role in the Cyber Security department of the International Business for the bank. My key deliverables for this role were: • Ensure all colleagues across the International business of the bank have the right levels of access at all times and adhere to the least privileged access policy. • Build on the relationships with Group Audit and Operational Risk to ensure the Logical Access Management (LAM) policy is measured and reviewed consistently. • Re-design the Privileged User Access process to align users access with their business role. • Develop and train the IT Service desk to ensure all access requests (new joiner, mover and leaver events) are validated and fulfilled with a clear rationale and audit trail. • Design a paperless access request workflow. Show less

Isle Of Man, United Kingdom

Since returning home from South Africa, I was given the opportunity to manage the delivery of a Group Sponsored project. This technologically critical project was to onboard and integrate defined critical banking applications, into a defined access managed system. This was an identity governance platform and supported the banks Logical Access Management policy of understanding who, how and where data was accessed. Throughout the delivery my key responsibilities were: • Technically… Show more Since returning home from South Africa, I was given the opportunity to manage the delivery of a Group Sponsored project. This technologically critical project was to onboard and integrate defined critical banking applications, into a defined access managed system. This was an identity governance platform and supported the banks Logical Access Management policy of understanding who, how and where data was accessed. Throughout the delivery my key responsibilities were: • Technically translated deliverables defined by developers and IT Architects. • Documented a business role matrix that detailed all role-dependent business processes and systems.• Analysed change requirements for each critical application to align user access with the to-be vision of the project. • Elicited all technical requirements to successfully on-board all defined critical applications onto the new security platform.• Produced all mandatory project documentation which was submitted to the Project Steering Committee. • Hosted weekly project steering committee meetings with the Group sponsor of the project. • Designed training material and delivered training to all impacted users. Show less

Johannesburg Area, South Africa

Led the bank’s mobile banking app project, which saw internationally delivered feature enhancements such as being able to activate a debit card and view the PIN on the mobile banking app. Pre-project delivery a client would have to call the contact center to order a PIN reminder and to activate their debit card. • Being based in South Africa, ensuring that all comms were correctly distributed to the Offshore business for visibility. • Managed the budget, RAIDs log and go live… Show more Led the bank’s mobile banking app project, which saw internationally delivered feature enhancements such as being able to activate a debit card and view the PIN on the mobile banking app. Pre-project delivery a client would have to call the contact center to order a PIN reminder and to activate their debit card. • Being based in South Africa, ensuring that all comms were correctly distributed to the Offshore business for visibility. • Managed the budget, RAIDs log and go live decisions with the Project Sponsor.• Worked with Compliance and Legal to update the Terms and Conditions• Documented and received sign off on all project governance including the business case. • Attended all risk forum committees to communicate development. • Documented all test cases and conduced UAT • Hosted training to all Relationship Managers and call centers to improve the awareness of the new features • Provided the sponsor with detailed MI to support the decision to stop sending paper PINs to all clients. Show less

Isle Of Man, United Kingdom

I was responsible for supporting business change by analysing business issues, identifying and developing the appropriate solutions, and process improvement to meet the business needs. Working closely with the business and other members of the Change Team, I developed requirements and supported the writing of the business case. I worked closely with my team during the initiation stage to help scope the project and develop documentation such as the Project Initiation Document. I supported the… Show more I was responsible for supporting business change by analysing business issues, identifying and developing the appropriate solutions, and process improvement to meet the business needs. Working closely with the business and other members of the Change Team, I developed requirements and supported the writing of the business case. I worked closely with my team during the initiation stage to help scope the project and develop documentation such as the Project Initiation Document. I supported the prioritisation process by ensuring that both costs and benefits were well documented. This is was an independent role; being the only member of the Change team based in the Isle of Man this was a heavily matrixed structure across several locations, this therefore required me to have perfect communication skills. My key responsibilities were: • Defines project scope, goals and deliverables that support business goals in collaborationwith senior management and stakeholders.• Develops test plans and scripts to support the acceptance testing• Ensures that benefits are clearly defined and that their realisation is measured and reported • Liaises with project stakeholders on an ongoing basis. • Estimates the resources and participants needed to achieve project goals.• Drafts and submits project budget proposals, and subsequent budget changes• Supports formal project close activities and lessons learned.• Possesses the ability to cross over between the business and IT effectively and, if necessary, lead analysis and initiation of multiple projects in parallel.• Works with the business to identify, investigate and present potential solutions• Develop a thorough understanding of our services offerings, technical preferences and direction.• Maintains awareness of and compliance with all anti money laundering laws, regulations, policies and procedures relevant to comply with all policies and procedures relevant to the job. Show less

I supported a worldwide distribution team working with new and existing introducers to help process, monitor and manage the following:• Support with the issuing and collating of Terms of Business with Introducers.• Assist with the ‘Suitable Certifier’ process for introducers that have terms of business with us.• Drive with the maintenance of records business introduced by brokers and commission payments in line with the agreements in force.• Take every opportunity to expand the… Show more I supported a worldwide distribution team working with new and existing introducers to help process, monitor and manage the following:• Support with the issuing and collating of Terms of Business with Introducers.• Assist with the ‘Suitable Certifier’ process for introducers that have terms of business with us.• Drive with the maintenance of records business introduced by brokers and commission payments in line with the agreements in force.• Take every opportunity to expand the current number of Introducers providing new business to the Bank, through specific targeted marketing efforts including the preparation of marketing mailshots etc.• Work closely with Introducers and internal bank colleagues to ensure that problems arising from new business submissions are satisfactorily resolved.• Deal with all requests for marketing literature and brochures from Third Party Introducers.• Maintain awareness and comply with all Anti Money Laundering laws, regulations, policies and procedures relevant to Standard Bank.• Act as the main point of contact for the Seafarer business when the relevant BDM is out of office/on leave. • Provide relevant MI to BDMs as and when requested. Show less