Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
Role Purpose
- The Investments Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements.
Requirements
Qualifications:
- Relevant Degree (NQF 7) Business-related qualifications
Experience:
- Proven minimum of 1 - 3 years' office administrator experience in the financial services industry with particular knowledge of Investments (Compulsory and Discretionary)
- Experience in Section 14 and Section 50 Transfers
- Experience in the MDS Sales environment will be an advantage
- Proficient in Afrikaans and English (written and verbal)
- Knowledge of Microsoft Suite (Outlook and Windows)
Duties & Responsibilities
- Internal Processes: Sales and Service Experience
- Understanding of end-to-end processes across product lines
- Ensure the efficient processing of new business received from Financial Advisers
- Sound knowledge of FICA and POPIA adherence and impact of non-adherence
- Professional generation and presentation of quotes and relevant supporting documentation that support the 'advice-led' process
- Accountable for the seamless running of the new business process
- Keeping Financial Adviser assistants in the loop on new business submitted
- Ensure accurate capturing of new business
- Identify possible bottlenecks in the new business process and escalate accordingly
- Digitally enabled with Momentum systems to load and track new business
- Follow-up on pending new business with Financial Advisers and Transferring Companies
- Support and engage Investment Consultant on all pending new business as well as training needs identified for various Financial Adviser offices
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Understanding of all digital capabilities on Adviser Connect
- Training Financial Adviser practice staff through knowledge sharing of digital capabilities on Adviser Connect
- Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
- Ensure that all training interventions are recorded on appropriate reports
- Provide support to other branches (nationally) when need arises to ensure business continuity
- Identify and report process and system failures and enhancements to improve client experience
Stakeholder Engagement
- Ensure all internal and external engagements are conducted in a professional manner
- Maintain meaningful business relationships with all stakeholders ?
- Provide authoritative expertise to clients and stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
Collaboration and Self-development
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development
Business Efficiencies and Effectiveness
- Identify opportunities to enhance effectiveness and increase operational efficiency.
- Manage company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum
Competencies
Competencies Required
- Business Acumen
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
Closing Date
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Role Purpose
- Build, maintain and expand relationships with stakeholders in order to increase new business opportunities and support the delivery of an excellent individual and corporate client experience and the achievement of sales targets.
Requirements
- Matric
- B Degree in Business Management or Marketing or equivalent
- NQF Level 5 Wealth Management or RE5
- 5-8 years’ experience in corporate business development, corporate client service, marketing or sales environment within a financial services environment (essential)
- 2 -3 years' experience in the medical aid industry (essential)
- Sales experience in the financial services industry (essential)
- Understanding of the financial services industry
- Knowledge of relevant legislation
- Relevant product knowledge
- Knowledge of the Client Value Proposition
- Knowledge of the sales principles and process
Duties & Responsibilities
INTERNAL PROCESS
- Establish productive, professional relationships with key stakeholders in the various channels.
- Engage with relevant stakeholders to identify opportunity for sales and provide relevant sales support.
- Develop innovative methods to identify and develop new channels and business opportunities.
- Develop plans and tactics for the achievement of sales targets.
- Engage with prospective clients, brokers and intermediaries to determine their financial wellness needs and provide them with clear and accurate information.
- Collaborate with internal stakeholders to translate client requirements into products, solutions and business cases.
- Contribute to and coordinate the solution design process based on client requirements in order to effectively package and market products or solutions to meet clients financial wellness needs.
- Prepare proposals that capture client requirements and the relevant aspects of the product or solution.
- Facilitate presentations, meetings and discussions with key senior stakeholders and to create awareness of the various features and benefits associated with the various products.
- Establish appropriate feedback mechanisms to understand the outcomes of the sales and implementation process.
- Introduce the new business management team to a new client and put in place processes to ensure that new individual business flows are extracted from the client.
- Contribute to the development of product training material for the client.
CLIENT
- Provide authoritative, expertise and advice to clients and stakeholders.Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers, clients and stakeholders.Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- Effectively manage time and ensure optimal productivity.
- Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
FINANCE
- Control 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.
- Plan and implement a cycle of medium term improvements to drive pricing of services and products.
- 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
- Articulating Information
- Interacting with People
- Generating Ideas
- Seizing Opportunities
- Exploring Possibilities
- Interpreting Data
- Convincing People
Closing Date
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Role Purpose
- The Communications Specialist will be central to implementing creative communication strategies and plans. These strategies will encapsulate clear and engaging messaging to our diverse client base and stakeholders, conforming with our corporate identity and regulatory requirements.
Requirements
- A degree in Communication, Marketing, Language Studies, Journalism or a related field.
- 4 years’ experience in marketing and communication in the financial services industry, specifically in client communication or public relations.
- Proven track record in creative communication execution.
- Proficient in using modern communication technology and tools, including familiarity with using social media platforms (eg Twitter, LinkedIn, Facebook etc)
- Exceptional writing, editing, and presentation skills.
- Knowledge and understanding of financial and investment principles will be an added advantage.
- Design skills will be an added advantage.
Duties & Responsibilities
- Implement strategic communication plans catering to diverse audiences.
- Creating ideal client experiences through pro-active and system-driven client communication in both English and Afrikaans.
- Draft, edit, and curate captivating content across various platforms and media, ensuring it communicates with clients and stakeholders effectively and efficiently.
- Collaborate with internal teams to ensure that communications are creative, innovative, and aligned with all departments.
- Stay updated with the latest communication technology and trends to enhance our communication models and processes.
- Adhere to corporate identity guidelines and regulatory requirements in all communications.
- Support the PR Manager in developing a public relations plan and calendar to effectively plan and manage Momentum Investments public relations initiatives for the year.
- Collaborate and contribute to broader marketing initiatives, ensuring PR visibility and alignment with marketing campaigns.
- Draft standard responses to a variety of media queries and develop standard media statements and briefs. Work with relevant service providers to effectively respond to media queries relating to Momentum Investments.
- Coordinate the scheduling and logistics of public relations events and initiatives.
- Write and edit articles to ensure media friendly articles for best opportunities in the media.
- Produce content to post on social media platforms and publish posts according to social media calendars.
- Build and design mailers according to specifications and communications calendar in various communication systems.
Competencies
- Demonstrated ability to effectively communicate complex information in understandable language.
- Strong attention to detail and organisational skills.
- Ability to work collaboratively and build relationships across teams and functions.
- Proven problem-solving and decision-making abilities.
- Knowledge of the regulatory environment as it applies to communication in the financial services industry.
- Able to work in a fast-paced, deadline-driven environment.
Closing Date
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Role Purpose
- Provide quick and accurate administrative support, to enable the client service area to deliver professional service to clients within Service Level Agreements and legislative / compliance requirements.
Requirements
- 1 - 2 years relevant experience(essential)
- Exposure to the insurance or financial services industry(desirable)
- Formal qualifications: Grade 12 or equivalent qualification
- Formal qualifications: Relevant business-related qualification
Duties & Responsibilities
INTERNAL PROCESS
- Take ownership of all client service requests and ensure that it is resolved timeously and effectively.
- Capture data accurately on relevant systems according to Service Level Agreements.
- Provide relevant information and documentation as requested, in line with relevant guidelines.
- File and maintain all relevant documentation, enabling ease of access by team members.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Adhere to all relevant legislative / compliance requirements. Identify and report process and system failures and enhancements to improve client experience.
CLIENT
- Provide authoritative expertise to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Contribute to the financial planning process within area. Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- Please note that this role is based on the Pay for Performance remuneration structure.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems,
- Teamworking: Works participatively with others is democratic and encourages team contributions collaboratively involves others indecision: making,
- Meeting Timescales: Is target focused and meet deadlines is punctual and keeps to schedule is reliable finishing tasks
- Checking Things: Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work being detailed,
- Following Procedures: Conforms and adheres to rules closely follow instructions and procedures minimises risks by sticking to processes,
- Managing Tasks: Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks,
- Producing Output: Is focused on activity and work quickly keeps busy and maintains productivity is comfortable multitasking to produce output,
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems,
- Teamworking: Works participatively with others is democratic and encourages team contributions collaboratively involves others in decision making,
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks,
- Checking Things: Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed,
- Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes,
- Managing Task: Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks,
- Producing Output: Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multitasking to produce output,
- Taking Action: Takes action to make things happen uses initiative to start things up shows drive and invest personal energy.
Closing Date
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Role Purpose
- Accurately process retirement fund member's data and provide fund administration services within agreed service levels.
Requirements
Experience and Qualifications
- Grade 12 or equivalent
- 2 Years’ relevant experience within a financial services environment
- Employee benefits experience will be an advantage
Duties & Responsibilities
- The incumbent will be co-responsible for the following:
- Accurately complete member and risk contribution reconciliations.
- Responsible for incoming client calls and following up to request outstanding client information.
- Investigate and resolve all non-reconciling items.
- Monitor the monthly risk premium payments to respective insurers inline with agreed timelines.
- Ensure all risk processes are updated to member records and reconciled weekly.
- Check and approve late payment interest calculations.
- Draft professional and relevant correspondence to clients.
- Prepare and submit accurate reports on the status of the Retirement Fund administration.
- Attend retirement related meetings to keep abreast of operations within the business.
- Receive and review claim documentation in order to ensure that they are complete and accurate.
- Follow up with clients on outstanding information.
- Process and pay claims as per service level agreements with clients.
- Prepare and submit monthly reports.
- Investigate client queries within service level agreements and provide clients with timeous feedback.
- Resolve and escalate client queries when necessary.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with all clients and stakeholders in order to ensure client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
Competencies
- Attention to details.
- Accountability.
- Customer orientation.
- Planning and organising skills.
Closing Date
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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
Method of Application
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