Deal Forum Specialist at Momentum Metropolitan Holdings Limited

Role Purpose    

• Development of pricing, persistency and value of new business models based on data analysis and insights together with profitability calculations, where models are used to design and implement bespoke business proposals for large new deals that are competitive in the market, attractive to external stakeholders and are financially viable, while building sound relationships with all internal and external stakeholders and pro-actively seeking ways to add value.
• Ensure all negotiations are applied correctly on house, broker and contract level.

Requirements    

• Actuarial, Finance, Statistical or related qualifications
• Knowledge of the Asset Management, Collective Investments, LISP and Insurance savings industries
• Minimum 3 years’ Experience in the Savings and Investments industry

Duties & Responsibilities    

• Manage any repricing or new business pricing projects across local and offshore platforms
• Provide technical fee support to internal and external stakeholders
• Approve/decline special requests such as below minimum investments keeping track of and monitoring the impact on the overall financial objectives.
• Reprice the books of large financial advisers to achieve and balance competitive pricing with profitability
• Be proactive in creating engagement opportunities and pipeline business opportunities with the retail market through our distribution channels.
• Support the adviser market and internal distribution teams with special quotations
• Provide the Deal Forum with technical fee analysis and profitability calculations on special deals
• Prepare business proposals for large new deals
• Assist with data analysis, interpretation and management reporting
• Apply technical knowledge of the LISP to support with internal and external stakeholder enquiries
• Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed
• Act as a thought partner to management, providing strategic and tactical insights, and recommendations for improvements
• Other ad-hoc projects as agreed on with line manager
• Keep abreast of emerging technology and digital trends that can lead to operational efficiencies
• Show care upon every client touchpoint to deliver an exceptional experience 

Competencies    

• Business Acumen
• Client / Stakeholder Commitment
• Collaboration
• Drive for Results
• Diversity and Inclusiveness
• Self-Awareness and Insight
• Impact and Influence
• Deep knowledge of SA LISP industry (or similar)
• Strong written and verbal communication skills
• Strong problem-solving skills
• Self-starter, high energy
• Intermediate to advanced excel skills
• Technical/analytical

Closing Date    

• 2026/04/17