Senior Structurer and Dealmaker at Momentum Metropolitan Holdings Limited

Requirements

Experience and Qualifications

• Relevant Business Degree, CA, CFA, MBA, Actuary, Master’s in finance
• 8-10 years’ experience
• Structuring and Deal-making experience and credible track record
• Suitable Investment and Insurance experience
• Experience in managing client relationships, and exceptional client interaction capabilities

Duties & Responsibilities

INTERNAL PROCESS

• Develop and present implemented client solution frameworks in respect of the Structured Investments and Annuities (SIA) solutions
• Provide investment expertise and guidance to clients and stakeholders to solve for their investment risks and liability management needs
• Design and structure financial solutions to meet client needs – this includes but is not limited to having an in-depth structured investments and annuities product knowledge, understanding how these products can be utilised to structure a solution and altering products/solutions where appropriate to address the needs of clients
• Identify new solutions and the markets that require focus in collaboration with the technical marketing team and product-houses and ensuring ongoing profitability and growth of the business
• Set defined client business development and engagement plans in conjunction with the distribution and client engagement channels, making use of the extensive network within the business to acquire new business
• Maintain expert knowledge of relevant legislative amendments, industry best practices, market developments and provision of proactive advice & solutions to relevant stakeholders
• Networking and seeking opportunities with new clients to grow our balance sheet investments (structured investments and annuities)
• Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
• Input into product design to ensure delivery of best-in-class solutions to target markets.Ensure the successful implementation of solutions
• Ensure all governance processes are in order

CLIENT

• Build and maintain an exceptional trusted un-bias client advisory relationship at a senior decision-making level and other key stakeholders, providing them with authoritative expertise and advice
• Develop in-depth client and industry needs and intelligence and sharing this analysis with the business to assist in identifying growth opportunities
• Applying a deep understanding of client requirements in designing and structuring client appropriate solutions
• Create strategic partnerships with other external stakeholders to identify growth opportunities based on targeted client’s priorities and requirements
• Work closely with internal distribution resources, building appropriate relationships to create an environment that facilitates new business growth
• Contribute to sustaining a competitive edge through external networking and representation on related forums
• 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 an entrepreneurial culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

PEOPLE

• Demonstrate personal involvement, commitment, and dedication in support of organisational values and positive work culture
• Drive a learning, innovative and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members
• Collaborate effectively with colleagues, and the various teams that we interact with across the Group
• Drive an entrepreneurial culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness

FINANCE

• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings

Competencies

• Strong investment deal making skills
• Ability to interpret client requests/ input and conceptualize bespoke solutions
• Ability to close deals
• Business Acumen
• Entrepreneurial Mindset
• Impact and Influence
• Resilience
• Results Oriented
• Client/ Stakeholder Commitment
• Collaboration
• Leading Change and Innovation
• Self-Awareness and Insight
• Diversity and inclusiveness