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...
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- 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.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
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
- Identify solutions 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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
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Role Purpose
- Manage teams responsible for the delivery of enquiry management processes, ensure all relevant policies and procedures are followed and regulations are adhered to.
Requirements
QUALIFICATION
- Grade 12 or equivalent (Essential)
- Relevant business degree/ Diploma (Essential)
- Relevant industry related qualifications (Desirable)
KNOWLEDGE
- Extensive health services industry knowledge
- Sound knowledge of client service policies, procedures and processes.
- Knowledge of business-related rules and regulations.
- Knowledge of relevant regulatory and compliance requirements.
- Knowledge of the operational running of service centres.
- Relevant product knowledge.
- Knowledge of complaints handling processes and procedures.
EXPERIENCE
- 6 - 8 years’ experience in health (Medical Aid) services industry (essential)
- 3 - 5 years’ people management experience (essential)
- Exposure to a client service environment with proven knowledge of customer service principles and practices (essential)
Duties & Responsibilities
INTERNAL PROCESS
- Contribute to the development of a client service strategy that enables a positive client experience and business objectives.
- Contribute to the development of a client value proposition (CVP) and client service strategies to ensure operational considerations are incorporated.
- Manage the implementation of operating procedures and quality and service standards related to the applicable client service solution.
- Monitor and evaluate operational processes for quality and effectiveness and adjust as required.
- Contribute to the development of standard operating procedures in order to determine the optimal process to implement the various client service solutions.
- Manage a comprehensive client service function, ensuring timeous and accurate service delivery.
- Monitor operational results and backlogs and adjust according to service delivery requirements.
- Deliver meaningful and relevant reporting on client service functions and trends as required.
- Review performance in line with business objectives and realities to ensure optimal performance is maintained.
- Act as an escalation point to assist Enquiry Management Team Leaders addressing client queries.
- Ensure team’s adherence to correct procedure when following up on queries.
- Identify and report process and system failures and enhancements to improve client experience.
CLIENT
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall client targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- 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
- 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 MMI values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
FINANCE
- Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
- 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
- Providing Insights
- Making Decisions
- Resolving Conflict
- Developing Strategies
- Directing People
- Understanding People
- Interacting with People
- Empowering Individuals
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- 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.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
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
- Identify solutions 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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- 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.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
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
- Identify solutions 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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- 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.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
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
- Identify solutions 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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
go to method of application »
Role Purpose
- The purpose of the Client Liaison Officer is to provide responsive service to clients, that creates a positive client experience and represents the brand of Momentum Securities. This includes supporting internal capabilities in their endeavour to service clients needs, which may be both centrally and regionally driven.
Requirements
- Matric.
- A Bachelor’s degree or equivalent in Commerce (NQF level 7)
Experience:
- 2-3 years’ experience in a similar role in the financial services industry (Stockbroking experience will be an added advantage)
- Working knowledge of processing FICA documents and mandates
- Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
- Demonstrated knowledge of customer service principles and practices
- Proficiency in Microsoft: Windows, Word, and Excel
Duties & Responsibilities
Administration Support
- Ensure that all documentation requirements for client transactions are dealt with as required by our relevant regulators
- Ensure delivery and good client experience through monitoring and tracking all active queries through to completion whilst ensuring the client is updated until query/transaction is complete.,
- Ensure delivery on effective processes by ensuring all transactions and queries are delivered within the agreed timelines as set out in our service level agreements with clients both internal and external.
- To ensure client engagement, proactively ensure daily proxies, letters, presentations, and daily reports are submitted to portfolio managers and dealers respectively.
- Ensure the processing of invoices and handle securities-based lending tasks, including collating applications and supporting documents, conducting client background checks, obtaining approvals, and maintaining registers.
- Client support and relationship management
- Client requests and queries are resolved efficiently and satisfactorily
- Ensure that client instructions are captured and processed validly and accurately the first time, meeting set servicelevel timelines and quality standards .
- Ensuring reputational and financial risks are effectively managed through accurate processing of instructions and interactions with both internal and external clients.
- Ensure that all necessary information, documentation, and signatures are accurately obtained and compliance requirements are met, resulting in a seamless and enhanced service experience through effective telephone communication.
- Ensuring relevant, accurate, and timely operational and service reports based on weekly activity and performance are delivered.
- Ensure clients experience is positive, seamless, and professional service in every interaction, enhancing their satisfaction and trust." .
- Ensuring client confidentiality is maintained, at all times.
- Ensure the management of correspondence resulting from investigations (written/e-mail/telephonic/fax) and updating clients informed every step of the way, without fail or exception.
- Ensure strong working relationships are built and maintained with existing, potential clients.
- Ensure client retention activities are supported by identifying and exploring opportunities to enhance client engagement.
- Ensure a good client experience by contributing to a culture of identifying and recommending improvements and changes that will facilitate the client experience, enhance cost effectiveness, increase operational efficiency, and reduce any risk or threats.
Internal Stakeholder engagement
- Ensure internal stakeholders are kept abreast of current work status and priorities by providing daily updates.
- Ensure that all actions and decisions from weekly operational meetings with management are effectively implemented.
- Ensure that vital processes are adhered to by proactively engaging the relevant business departments involved .
- Ensure proper processes are followed by adhering to product, legislative and compliance processes, and procedures at all times.
- Ensure the effective management of the broker onboarding process flow.
- Ensure that all stakeholders are knowledgeable of all new processes and documents by being a point of contact for potential and existing clients, channeling appropriate information to stakeholders from investment and operational streams.
Competencies
- Checking things: Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.
- Examining information: Analyses and processes information; asks probing questions; strives to find solutions to problems.
- Following procedures: Conforms and adheres to rules; closely follows 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.
- Taking action: Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy.
- Upholding standards: Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.
- Deciding and Initiating Action: Makes prompt, clear decisions, which may involve tough choices or considered risks. Takes responsibility for actions, projects and people. Takes initiative, acts with confidence, and works under own direction. Initiates and generates activity.
- Delivering results and meeting customer expectations: Focuses on customer needs and satisfaction. Sets high standards for quality and quantity. Monitors and maintains quality and productivity. Works in a systematic, methodical, and orderly way. Consistently achieves project goals.
Closing Date
go to method of application »
Role Purpose
- Focus and provide insight on key specifications and features of Investment funds, portfolios, platforms and products to both technical (financial advisers, DFMs and asset managers) and non- technical (clients) audiences by expressing the technical capabilities and competitive positioning in the market to our target audiences. As a technical marketing specialist, you understand our customers, our community, the problems they face, and how we can solve it.
Requirements
- Honours degree in Actuarial Science/Applied data and mathematics or CFA qualification (or working towards one)
- 4+ years relevant experience within Financial Services, specifically Asset Management or Asset Management marketing.
- Strong analytical skills
- Very strong research
- Marketing savvy, customer research, financial analysis
- Deep understanding of marketing principles (e.g. Segmentation) to enable the development of adviser, DFM and client focused value propositions.
- Business experience with exposure to strategy
- Competitive analysis skills
- Adapt at translating complex concepts into simplified
Duties & Responsibilities
INTERNAL PROCESS:
- Coordinate across many teams and perform in fast-moving
- Experience working with minimal supervision.
- Drive deep competitor analysis including product strategy research, customer research, and technical research.
- Outstanding written and verbal communications skills with the capacity to explain and translate complex investment concepts into simple and intuitive communications
- Develop strategies to educate and upskill our audiences about our products and how it can be valuable to them, introducing them to new concepts which can help them achieve their goals.
- Showcase our capabilities for the use cases which our audiences care about.
- Produce technical content such as demos, videos, workshops, tutorials, technical white papers, conference presentations, webinars and competitive positioning artifacts.
- Create, roll out, and maintain technical content such as demos, videos, workshops, tutorials, blogs, and whitepapers to connect our capabilities to customer needs.
- Represent Momentum Investments at customer engagements such as sales conversations, at conferences, and at community and customer meetups.
- Provide technical guidance and own demonstrations for analyst report submissions and briefings
- Review current business practices and procedures to identify key risk and alignment to the market if appropriate.
- Actively participate in the research and monitoring of the industry, target market and competitors to identify opportunities and threats as well as areas for improvement in operations.
- Contribute to the optimisation of retailisation, cross-selling and collaboration opportunities through appropriate relationships and product development to maximise the bundled product offerings for the market segment.
- Continuously strive to enhance and improve the Technical Marketing
- Monitor and report on a process to gather organisational feedback regarding the application of Product Development practices, processes, documentation and business
- Represent and market this process both internally to peers and externally to clients, brokers, consultants etc.
- Establish and promote healthy vertical and horizontal business processes that insure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain for the market segment.
- Create competitive collateral, troubleshooting guides, evaluation guides, application notes, technical white papers, presentations, videos and demonstrations for our security solutions and products.
- Support sales and marketing efforts as required.
- Work with a cross-functional team to ensure that the products that we bring to market are successful in a wide variety of customer engagements, be a technical expert, and have the ability to clearly articulate the technical differentiators of our solutions.
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.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Identify own growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Encourage innovation, change agility and collaboration within the team
Competencies
- Business Acumen
- Client /Stakeholder Commitment
- Drive for results
- Leads change and innovation
- Motivating and Inspiring team
- Collaboration
- Impact and Influence
- Self-Awareness and insight
- Diversity and inclusiveness
- Growing talent
Closing Date
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Role Purpose
- Lead and oversee the end-to-end investment administration processes within the Investment Administration Team (Investment Operations & Custody Administration), ensuring the accurate and efficient execution of all operational activities across a diverse range of investment products.
- Drive operational excellence through effective team leadership, process optimisation, risk management, and stakeholder collaboration to support the delivery of business objectives and superior client outcomes.
Requirements
- Bachelor’s degree (BCom) or Financial Markets Diploma preferred (Accounting advantageous
- 3-5 years experience in the financial services or investment administration environment
- At least 2–3 years’ experience in Private Equity, Structured Products, or related investment administration
- Proven exposure to team coordination or leadership responsibilities
- Experience in process improvement and stakeholder engagement
- Proficient in investment administration systems and advanced Excel skills
- Strong organisational, leadership, and communication skills
Duties & Responsibilities
Leadership & Team Management
- Lead, motivate, and develop a high-performing team responsible for administering a diverse portfolio of investment products.
- Manage team performance, providing coaching, feedback, and development plans to ensure continuous growth and achievement of business objectives.
- Foster a culture of collaboration, accountability, and continuous improvement within the team.
- Ensure clear communication of goals, priorities, and deadlines to the team.
- Identify skill gaps and coordinate relevant training and development initiatives.
Operational Strategy & Execution
- Oversee the execution of operational strategies, plans, policies, and processes aligned with organisational goals.
- Ensure efficient and accurate administration of Private Equities, Special Opportunities, Structured Products, Fund of Hedge Funds, Direct Properties, Fixed Income, Securities Lending, Listed Derivatives, Reinsurance agreements, and other off-market investments.
- Monitor and manage cash, scrip and unit reconciliation clearance activities.
- Lead participation in change initiatives, process improvements, and project delivery efforts, ensuring seamless transition support where applicable.
Stakeholder Engagement & Client Service
- Serve as the primary point of contact for internal and external stakeholders, delivering authoritative advice and expertise on investment administration matters.
- Build and sustain strong client relationships, ensuring service levels and client expectations are consistently met or exceeded.
- Drive initiatives to improve client service quality and ensure fair treatment within the area of responsibility.
- Collaborate across departments to translate business requirements into efficient operational processes and controls.
Risk, Compliance & Financial Controls
- Support risk identification and mitigation efforts, escalating concerns and recommendations through appropriate channels.
- Manage financial resources and budgets within the team responsibly to optimise operational efficiency and cost effectiveness.
- Ensure compliance with regulatory requirements and internal policies across all administered investment products.
Competencies
- Strong business acumen with the ability to lead and influence teams effectively.
- Demonstrated customer and stakeholder commitment with a client-centric approach.
- Proven track record of driving results and delivering against targets.
- Leadership in change management and innovation initiatives.
- Excellent collaboration, impact, and influence skills.
- High level of self-awareness and insight, promoting diversity and inclusiveness.
- Strong organisational and prioritisation capabilities
Closing Date
go to method of application »
Role Purpose
- Identification, assessment and evaluation of operational risks in the business. Provide appropriate mitigation plans to the business and support the business with the implementation of such plans in order to prevent or limit financial exposure and operational risks.
Requirements
- BCom Risk Management / Accounting / Financial Management or related degree
- Knowledge of applicable legislation landscape
- 5+ years’ experience in risk management or related
- Business acumen
- Stakeholder commitment
- Drive for results
- Leads change and innovation
- Critical thinking and inquisitive nature
- Reporting skills
- Problem-solving skills
- Methodical and systematic approach
- Planning skills
- Analytical thinking
- Attention to detail
Duties & Responsibilities
INTERNAL PROCESSES
- Develop and implement operational risk system including monitoring and reporting tools.
- Implement relevant operational risk policies and procedures.
- Perform regular operational risk evaluation of key processes and systems.
- In case of a suspected operational incident perform and prepare a detailed incident review.
- Guide / coordinate mitigation plan development and implementation.
- Challenge and test existing and new proposed processes for operational risk exposure.
- Drive development of remedial plans with risk owners to manage risks to desired levels on an ongoing basis, ensure ongoing monitoring of remedial plans.
CLIENT
- Engage with business and process owners on an ongoing basis.
- Advise management on emerging trends and potential operational risk threats to the business.
- Review these processes and where necessary develop mitigating controls, process improvements. And management plans to mitigate deemed weaknesses.
- Feedback to business the outcomes of operational risk assessments and agree appropriate management actions.
- Consult on setting risk appetite and thresholds.
- Facilitate scenario analysis.
PEOPLE
- Develop and maintain a productive and collaborative working relationship with peers and stakeholders.
- Manage the productivity of the supporting teams, balancing limited resources relative to significant volumes of operational processes and potential exposures.
- Continuously develop business and emerging operational risk skills and knowledge of own and team.
- Contribute to continuous innovation and enhancement of operational risk process, tools and system.
- Engage and participate in industry bodies and with regulators.
FINANCE
- Identify and mitigate fraud trends to ultimately limit the total exposure due to operational losses.
- Manage financial and other company resources under your control with due respect.
Competencies
- Examining Information
- Meeting Timescales
- Producing Output
- Interpreting Data
- Checking Things
- Taking Action
- Providing Insights
- Upholding Standards
Closing Date
go to method of application »
Role Purpose
- Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date
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Role Purpose
- To provide a support service to the claims department by liaising with clients/stakeholders and providing solutions.
Requirements
- Business related Diploma/Degree.
- 2-3 years exposure to the Life Insurance industry.
- Knowledge of Medical terminology (Preferred).
- Matric
Duties & Responsibilities
- Contribute to the overall team achievement of set team targets through excellence.
- Answer and provide first time resolution and quality driven responses to all correspondences.
- Adhere to the standard operating procedures when communicating with clients through recording and updating of calls, update query with actions taken and escalate to the relevant assessor on the claims system.
- Engage with clients in a client centric manner
- Keep client informed (verbally and/or in writing) if any unresolved queries are outstanding.
- Delivering effective and consistent service and support to external clients within specified service level agreements.
- Engaging and retaining of clients within their current portfolios aligned to the Treating Customers Fairly principles.
- 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.
- Develop and maintain productive and collaborative working relationships with colleagues, peers and stakeholders.
- 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 your career development.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Responsibly managing financial and other company resources under your control.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Client/ Stakeholder Commitment/management
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Communication skills
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Adopting Practical Approaches
- Analytical
- Planning
- Judgement and Decision making
- Time Management
- Attention to Detail
- Following Procedures
- Managing Tasks and Setting goals
- Upholding Standards
- Strong Team player
- Cross team collaboration
- Business Acumen
Closing Date
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Role Purpose
- Perform the required day to day operational processes and procedures, ensuring all services and infrastructure meets the operational targets and complete production runs.
Requirements
- Operational Delivery.
- Understanding emerging technologies.
- Applying procedures, tools and methods.
- Understanding existing systems and technology.
- Drivers License.
- Relevant IT degree or diploma and IT experience would be advantageous.
- Grade 12.
Duties & Responsibilities
- Monitor the performance of operations to ensure that service quality is adhered to.
- Follow and perform the accurate escalation processes and communicate on the relevant incidents.
- Identify business risks to the company and escalate accordingly.
- Collaborate and work with the 3rd party teams to deliver required service levels.
- Investigate and take prescribed actions on all operational events, alarms and incidents.
- Maintain and produce required operational documentation.
- Operate systems and according to procedures.
- Perform regular checks and ensure that all infrastructures are maintained according to policies to function optimally.
- Monitor the day to day operations, system and services of internal infrastructure.
- Identify any fault with systems or services and escalate accordingly.
- Assist Team Leader with all documentation to be kept current & relevant.
- Monitor production activity by checking journals, batch jobs, devices.
- Operate, monitor and maintain computer systems.
- Monitor the availability of the systems at time intervals as indicated in the procedure documents.
- To identify system failures and errors and follow the agreed procedure as specified.
- To ensure system checks are done within time scales defined.
- Customer focused.
- Use Journals to diagnose and manage problems.
- Liaison with customers or management in event of failures.
- To ensure that all scheduled tasks are running on time and in accordance with the relevant procedures.
- Accuracy with following procedures and requests.
Competencies
- Business Acumen.
- Drive for Results.
- Collaboration.
- Self-Awareness and Insight.
- Diversity and Inclusiveness.
Closing Date
Method of Application
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