Head: MCI at Momentum Metropolitan Holdings Limited

Role Purpose    

• Provide strategic leadership and ownership for Momentum Collective Investments (MCI), driving the development and execution of a forward-thinking strategic and operational initiatives that strengthens the brand, enhances operational and service excellence, and delivers sustainable, client-centric investment solutions.
• The role ensures alignment with broader Momentum Investments and Institutional Operations strategies, positioning MCI for long-term growth and resilience.

Requirements    

Knowledge, Experience and Qualifications

• Honours degree in Finance or related field (essential).
• CA / CFA / Actuarial qualification or MBA (advantageous).
• 10 years’ experience in investments with exposure to collective investment schemes.
• Experience managing operations and or service teams.
• Proven track record in strategy development and execution in investment management.
• Experience in leading multi-disciplinary teams, with strong operational and client-service orientation.

Duties & Responsibilities    

Strategic Leadership and delivery of client-centric solutions | Internal process

• Assume full strategic and management ownership of MCI, setting the direction in alignment with the Head of Institutional Operations and Momentum Investments’ objectives.
• Lead the execution, and continuous refinement of MCI’s strategy, ensuring agility and mitigating risk in response to investment practices, market trends, regulatory, business and technological changes.
• Drive the translation of business strategy and organisational needs into actionable features and initiatives that deliver measurable business value through enhanced efficiencies.
• Champion innovation and transformative practices across all business areas, positioning the collective investments division as an industry leader.
• Responsible for the full Collective investment scheme, product life cycle, operations, client experience, distribution enablement and defining the road map of strategic and operational priorities across all business areas.
• Hold overall accountability and strategic goal setting for the effectiveness, efficiency, and quality of all service and operational functions within MCI.
• Oversee the design and implementation of robust operational frameworks, ensuring seamless client experiences and operational excellence.
• Drive continuous improvement in service delivery, leveraging technology, process optimisation, and best-in-class practices.
• Ensure compliance with all regulatory, risk, and governance requirements, embedding a culture of ethical conduct and operational discipline.
• Ensure all risk management, compliance, and governance frameworks are embedded in operational practices.
• Lead and provide strategic direction to the Manger MCI operations and Service Portfolio Lead, fostering collaboration and operational excellence across their teams.
• Build and enable a positive and engaging culture that energises employees, enhances productivity, and creates meaning in work.
• Drive talent development by identifying growth opportunities, implementing learning interventions, and actively coaching team members.
• Manage performance effectively, ensuring business objectives are consistently achieved, ensuring high-quality client interactions, efficient query resolution, and continuous improvement of service and delivery standards.
• Implement best practices and process improvements across service and operations to optimise efficiency and client satisfaction.
• Monitor and report on operational performance, identifying areas for enhancement and driving corrective actions as needed.
• Negotiate and monitor service level agreements, ensuring consistent delivery and continuous improvement.
• Develop and sustain strategic partnerships to strengthen MCI’s service and operations capabilities.

Manage Budget and Financial Discipline | Finance

• Develop, manage, and control budgets aligned to delivery plans, ensuring optimal cost management.
• Implement and maintain sound financial controls, risk methodologies, and governance practices.
• Identify and resolve high-risk financial issues while ensuring compliance with ethical and regulatory standards.

Competencies    

• Business Acumen – Understands investment drivers, risks, and commercial imperatives.
• Client/Stakeholder Commitment – Anticipates and exceeds expectations, building strong partnerships.
• Drive for Results – Executes with urgency, accountability, and agility to achieve business goals.
• Leads Change and Innovation – Challenges status quo, drives continuous improvement.
• Motivating and Inspiring – Creates a purpose-driven, positive, and empowering work environment.
• Collaboration – Aligns efforts across teams and divisions to optimise group success.
• Impact and Influence – Persuades and inspires others to gain support and commitment.
• Self-Awareness and Insight – Manages self and relationships under pressure, provides perspective.
• Diversity and Inclusiveness – Engages and respects diverse perspectives for mutual benefit.
• Growing Talent – Coaches, mentors, and develops talent to build leadership bench strength.

Closing Date    

• 2026/02/17