Business Process Engineer at Investec
Investec
Description
The Business Process Engineer (BPE) is a critical enabler within the Private Bank's transformation journey, responsible for creating end to end visibility, ownership, and optimisation of business processes. The role exists to redesign, simplify, and modernise processes to support a more efficient, scalable, and client centric operating model.
The BPE maps and engineers workflows across teams, identifies duplicated or inefficient steps, removes friction for bankers, and designs automated or semi automated solutions that reduce manual workload. This role ensures alignment between business needs, client experience, and technology delivery by acting as the connective tissue between operations, product, and technology.
With over 400 existing processes lacking ownership or review, the BPE brings rigour, governance, and industry best practice into process design. The role mitigates key risks—including operational inefficiency, slower time to market, increased audit exposure, and poor client experience—by establishing clear ownership, improving process quality, and supporting transformation initiatives.
In essence, the Business Process Engineer ensures that the Private Bank's processes are streamlined, scalable, well governed, and designed for both efficiency and exceptional client experience, ultimately strengthening the bank's ability to deliver change successfully.
Key Responsibilities
End to End Process Mapping & Optimisation
Map, document, and simplify end to end Private Bank processes across all teams and regions.
Identify inefficiencies, duplication, manual workarounds, process gaps, and bottlenecks.
Redesign workflows to improve clarity, reduce friction, and enhance client and banker experience.
Define future state processes aligned to business strategy and tech modernisation requirements.
Workflow Re engineering & Automation Enablement
Partner with Operations, Product, and Tech to design automated or semi automated solutions.
Translate business processes into clear, structured inputs for technology teams.
Reduce end to end processing times through process re engineering and optimisation.
Ensure readiness for automation by embedding rigour in process standards and documentation.
Governance, Ownership & Process Library Management
Establish clear ownership, accountability, and hand off points for each PB process.
Build and maintain a structured, centralised process library that meets audit and compliance requirements.
Conduct continuous relevance checks to ensure processes remain aligned to industry best practice.
Support controls mapping and ensure process documentation meets regulatory and audit standards.
Client Journey & Experience Improvement
Design intuitive, streamlined client journeys to eliminate delays and enhance service delivery.
Map industry requirement changes (e.g., notification rules, decline reasons) into client workflows.
Identify pain points and experience gaps and propose improvements.
Cross Functional Collaboration
Work collaboratively with Regional Operations, Product Teams, Technology, Testing, and Risk.
Act as the connective tissue between teams to ensure alignment, clarity, and timely delivery.
Facilitate workshops and working sessions to co create process improvements.
Enablement of Testing, Controls & Quality Assurance
Support creation of end to end business testing scenarios.
Ensure processes underpinning products (e.g., statements, transaction codes) are accurate and complete.
Strengthen internal controls through well designed workflows and improved documentation.
Support Strategic Transformation & Operating Model Shifts
Ensure process optimisation keeps pace with Tech Modernisation and broader transformation initiatives.
Enable faster technology delivery by reducing upstream inefficiencies and improving workflow clarity.
Drive readiness for new operating models through improved process structure and governance.
Risk Identification & Mitigation
Identify operational, client experience, technology, and governance risks embedded in current processes.
Recommend mitigating actions to reduce inefficiency, regulatory exposure, and client dissatisfaction.
Support the organisation in reducing repeat audit findings and improving compliance maturity.
Qualifications, Experience and Skills
Bachelor's degree in Business Process Management, Industrial Engineering, Operations Management or a related field.
Relevant certifications in Lean, Six Sigma, BPM, Agile, or Business Analysis (advantageous).
5+ years' experience in process engineering, business analysis, or operational improvement roles.
Proven experience mapping and optimising end to end processes in complex, multi team environments.
Experience working within financial services, particularly banking or payments, is highly advantageous.
Demonstrated involvement in automation enablement, workflow redesign, or system modernisation initiatives.
Strong background working with cross functional teams, including Operations, Product, Technology, Testing, and Risk.
Exposure to process governance, audit remediation, or internal control environments.