Portfolio Manager at Momentum Metropolitan Holdings Limited

Requirements

• Relevant business degree. An MBA or similar advanced degree will be an advantage.
• Minimum of 5 years of experience in strategic management, business reporting, data analysis, program and/or project management.
• 3 to 5 years’ experience in the financial services industry in a retailisation or member solutions environment.
• Minimum of 2 years leadership experience.
• Minimum of 2 years managing a small team.
• Proficiency in Power BI and other data management tools.
• Knowledge, understanding and experience in project management tools (for example, Microsoft Project, Clarity, PPM).
• The Portfolio Manager plays a pivotal role in the strategic success of Member Solutions, ensuring that strategic initiatives, reporting, and projects are aligned with the business’s overall objectives. This position requires a dynamic individual with a strategic mindset, excellent data analytical skills, and the ability to manage projects and stakeholder relationships effectively.

Duties & Responsibilities

INTERNAL

•  Understands the Member Solutions objectives and what needs to be achieved in line with the Momentum Corporate business strategy.
• Drive and provide competitive analysis on various companies’ market offerings around Retirement Benefit Counselling (RBC), employee financial wellbeing and Retailisation.
• Stay abreast of market trends pertaining to RBC, employee financial wellbeing and Retailisation.
• Preparation of presentations relating to strategy required in various forums. Responsible for the accurate distribution of data to various forums.
• Incorporates Value Creation and Sustainable Solutions objectives into portfolio plan, measures, monitors and delivers objectives.
• Partner with key stakeholders to deliver on communication and the marketing strategy for Member Solutions.
• Drive the coordination of the Member Conference, various marketing campaigns, digital campaigns and onsite activations.
• Create and edit Member Solutions Executive presentations to deliver a concise and persuasive message.
• Prepare and consolidate reports for the Member Solutions Executive.
• Develop Financial Wellness Programmes. Continuously improve the current financial wellness content in line with market demands.
• Responsible for the collation and coordination of data relating to Members, Preservations & Annuities, flows from other channels, leads management and scorecards.
• Manage Member Solutions 3rd party contract agreements and vendor support such as the CRM tool.
• Oversee the development and maintenance of Power BI dashboards for reporting and analysis.
• Ensure accurate and timely data reporting to support strategic decision-making.
• Conduct data analysis to derive actionable insights and make recommendations for improvement.
• Lead projects to standardise and streamline internal and external communications.
• Drive the implementation and coordination of internal communications programs and tools and evaluate existing communication channels to recommend enhancements.
• Coordinate graphics and content for internal broadcasts and responsible for all Corporate Communications content posted to intranet for internal communications.
• Ensure that all the communication platforms and software license that Member Solutions utilised is renewed, Zoom, Insightly, Vimeo etc.
• Works collaboratively with others across the organisation to achieve shared objectives.

CLIENT

• Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Define fair and innovative client service practices which build rewarding relationships and allows team to provide exceptional client service.
• Contribute to the design of client journeys that result in a superior client experience.
• Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
• Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Define fair and innovative client service practices which build rewarding relationships and allows team to provide exceptional client service.
• Contribute to the design of client journeys that result in a superior client experience.
• Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
• Select and recruit suitably qualified talent in line with Employment Equity principles and MMH values.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.

FINANCE

• Optimally utilise the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.

Competencies

• Strong strategic planning and business acumen.
• Proficient in Power BI and data analysis.
• Project management expertise with a track record of successful project delivery.
• Excellent communication and presentation skills.
• Ability to build and maintain effective stakeholder relationships.
• Strong analytical and problem-solving skills.
• Accountability.
• Relationship Management.
• Leadership.
• Commercial thinking.
• Client/stakeholder commitment and focus.
• Drive for results.
• Data Management and Analysis.
• Strategic Thinking & Execution.
• Leads change and Innovation.
• Motivating and Inspiring a Team.
• Leadership impact and Influence.
• Self-awareness and Insight.
• Diversity and Inclusiveness.