Current Vacancies at Momentum

Role Purpose    

• The purpose of the Junior Equity Trader role is to work under the supervision of an experienced Trader to ensure efficient execution and management of trades for retail clients in order to deliver on client expectations. Acts as support to the Senior Portfolio Manager.

Requirements    
Qualifications:

• Grade 12 /NQF 4
• Bcom related qualification
• RPE Equity Markets
• JSE Qualification

Experience:

• 1-3 years financial services industry experience in a trading role
• An understanding of corporate actions, financial markets, trading, and stocks
• Experience in using Bloomberg , Hermes, Iress Pro, Swissquote, or similar trading systems.

Duties & Responsibilities    

• Retail Trading
• Receive orders from retail clients via different mediums of communication-telephone, email, and online
• Place orders on the trading system and approve web based orders from clients who placed their orders on the trading platform
• Reconcile and match trades received, and report on the delivery of services against instructions received from clients
• Attend to client queries within the agreed service levels and ensure that clients receive timeous feedback
• Provide accurate information to clients on stocks in order to assist clients to make informed trading decisions
• Provide trading ideas and suggestions that are aligned to the Momentum Securities house view strategy

Competencies    

• Attention to the details
• Deciding and Initiating Action
• Delivering results and meeting customer expectations
• Persuading and Influence
• Ability to cope under pressure

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Role Purpose    

• The Investment Distribution Support Manager (IDSM), manages and leads the Momentum Distribution support administration team and supports the MDS Sales teams in reaching our goals, objectives, and targets. The role of the IDSM is also to drive transformation and to ensure effective and smooth operations thorough knowledge of Momentum’s products, systems, and processes.

Requirements    
Qualifications:

• Relevant Degree/NQF 7 business-related tertiary level qualification

Experience:

• 3 – 5 years of office management/general operations experience, with a preference to IFA management.
• 2 years people management experience.
• 1 – 2 years’ experience in the investment industry with an ability to hold an investment conversation. (e.g., Section 14, Section 37 & Section 50; Compulsory money).
• Experience within the MDS Sales environment is advantageous.

Knowledge:

• Extensive financial services industry knowledge.
• Knowledge of administrative policies, procedures, and processes.
• Knowledge of business-related rules, legislation, and regulations. (Regulatory and compliance requirements)
• Knowledge of how an office on an IFAs practice works.
• Knowledge and understanding of investment products.

Skills required:

• Presentation skills
• Influencing skills
• Planning and organizing skills
• Communication skills
• Interpersonal skills
• Technology savvy
• Microsoft Office skills
• Conflict Management skills
• Crises Management skills
• Flawless and effective communication (written and oral)

Duties & Responsibilities    

• General Operations: Successful management of the new business process, accurate recording, infrastructure, Standard operating procedures, governance principles, branch contingency plans as well as Adopt and drive digitization and is business technology-savvy.
• Culture Leader: Participates and contributes to a culture that builds rewarding relationships. Facilitates feedback and provides exceptional client service. Is a servant leader
• Cost Effectiveness: Controls the budget for area of responsibility, including processing of expenditure on time and implementing financial regulations within budgetary constraints. Investigates willful acts of non-compliance. Leave management – effectively manages Distribution Support Administrator leave and ensures consecutive leave is taken annually.
• Support & Service experience: Manages the escalation process to resolution. Identifies process inefficiencies through regular engagements with Distribution and Distribution Support staff and provides feedback to internal stakeholders and own line manager.
• Partner with sales team with a view of sales creation and projection of business

Competencies    

• Leading and supervising
• Relating and networking (building rapport and relationships)
• Change management
• Stress tolerance
• Delivering results and meeting stakeholder expectations
• Teamwork and collaboration
• Positively impact and influence on the IFA practice
• Self-awareness, self-management and insight, and ability to apply emotional intelligence

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Role Purpose    

• Deliver professional service to clients through various servicing channels (inbound calls, emails, walking interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.

Requirements    

• 2-3 Years experience in a call centre or client service environment with proven knowledge of customer service principles and practices.
• Exposure to the Medical Aid or Insurance industry (preferred).
• Matric or Business related qualification.
• Proficient in English and another official South African language e.g. Afrikaans (preferred).
• MS Office Suite (Word, Excel and Outlook).

Duties & Responsibilities    
INTERNAL PROCESS

• Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
• Take ownership of complaints and ensure they are resolved timeously and effectively.
• Provide clients with the relevant information and documentation as required in line with policy guidelines.
• Capture and update client information on relevant systems based on the data received from the client.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to legislative/compliance requirements in the service process.
• Identify and report process, system failures and enhancements to improve client experience.

CLIENT

• Investigate client queries within the agreed service level and ensure that clients receive timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales 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.
• 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.

Competencies    

• Examining Information
• Documenting Facts
• Articulating Information
• Showing Composure
• Upholding Standards
• Takes action to make things happen
• Establishing Rapport

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Role Purpose    

• Deliver professional service to clients through various servicing channels (inbound calls, emails, walking interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.

Requirements    

• 2-3 Years experience in a call centre or client service environment with proven knowledge of customer service principles and practices.
• Exposure to the Medical Aid or Insurance industry (preferred).
• Matric or Business related qualification.
• Proficient in English and another official South African language e.g. Afrikaans (preferred).
• MS Office Suite (Word, Excel and Outlook).

Duties & Responsibilities    
INTERNAL PROCESS

• Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
• Take ownership of complaints and ensure they are resolved timeously and effectively.
• Provide clients with the relevant information and documentation as required in line with policy guidelines.
• Capture and update client information on relevant systems based on the data received from the client.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to legislative/compliance requirements in the service process.
• Identify and report process, system failures and enhancements to improve client experience.

CLIENT

• Investigate client queries within the agreed service level and ensure that clients receive timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales 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.
• 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.

Competencies    

• Examining Information
• Documenting Facts
• Articulating Information
• Showing Composure
• Upholding Standards
• Takes action to make things happen
• Establishing Rapport

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Role Purpose    

• The purpose of the Business process analyst role is to document and evaluate existing processes to improve quality and reduce efforts. Design and implement new business processes to optimize business results.

Requirements    
Qualifications:

• B degree in IT, Business Analytics, or related qualification – Essential
• Lean, Six Sigma, TQM, or other quality process management certifications
• Relevant project management certification- Desirable

Experience:

• 5+ Years Experience in IT (Desirable )
• 5+ Years experience in a process management or continuous improvement, with focus on operational processes , quality or improvement (Essential)

  Knowledge

• Business Acumen
• Insurance Industry
• Process Mapping and BPMN Techniques
• Process Modelling, analysis, and simulation tools
• ITIL
• TQM/Lean/Sigma

Duties & Responsibilities    

• Programme development and project support
• Facilitate the definition of programme scope, produce, and manage programme schedules. Including identifying and managing cross-project dependencies in scope, schedule, capacity, budget, and risks
• Collaborate with line managers to ensure the team is properly staffed with the right capacity and competencies to deliver the programme.
• Define the programme controls, processes, procedures, reporting, etc., to manage the programme from conceptualization to close-out.
• Plan the overall programme and monitor progress ensuring that milestones are being met across the various projects and programmes.
• Manage the programme budget and identify opportunities to enhance cost effectiveness.
• Manage the risks and issues that arise over the course of the programme life cycle, taking measures to correct them when they occur.
• Manage communication and decision making with the programme steering committee.
• Analyse programme-related data (issue logs, risk logs, action logs) to enable informed decision-making and data utilisation.
• Responsible for the daily management through the life cycle of the programme. Contribute to associated project objectives and measures of success which will be used to evaluate project effectiveness.
• Coordinate with management to kick off and implement continuous service improvement projects

Competencies    

• Providing insights: Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgements.
• Examining information : Analyses and processes information; asks probing questions; strives to find solutions to problems.
• Adopting practical approaches : Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.
• Checking things : Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.
• Exploring possibilities : Is conceptual when developing ideas; applies theories to problem solving; prefers to learn by thinking and identifying underlying principles.
• Generating ideas : Is creative in producing ideas; assumes an original approach when generating
• Interpreting ideas : Interprets data rationally by quantifying issues; applies technology as a means to evaluating data; evaluates information objectively.
• Convincing people : Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.

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Role Purpose    

• The purpose of the Business Project Manager role is to plan, organize and direct all aspects of the MDS Business Transformation plans including the operational plan through a solid plan and provides implementation and support  coordination.
• Manage the overall delivery of projects, from initiation to close-out, to meet the stated business objectives and benefits, in compliance with all relevant Governance, Risk and Audit requirements.

Requirements    
Qualifications

• Project Management Qualification
• Relevant B-Degree
• Honours preferable

Knowledge

• Microsoft Suite (Word, Excel, PowerPoint)
• Relevant MS Project / Project Management software
• Project Management lifecycle, from conception to close-out
• Agile methodology (preferred)

Experience

• 5-8 years' financial services preferred
• a minimum of 3-5 years was in a project management role

Knowledge

• Knowledge of the project management lifecycle, from conception to close-out
• Attributes
• Business acumen
• Presentation skills
• Planning and organizing skills
• Interpersonal skills
• Facilitation skills
• Communication skills
• Problem solving skills

Duties & Responsibilities    
Design of Project and implementation plan

• Design and implement a comprehensive transformation project and initiative plans for MDS focused at achieving the 7 key business objectives and sales targets.
• Collaborate in the development of the plan with the Exco team culminating into a MDS calendar
• Coordinate the implementation of project systems and processes in line with the required time, cost and quality standards.
• Contribute to the development of the project scope in collaboration with stakeholders to ensure that project deliverables and expectations are clearly articulated and aligned to the business objectives.
• Ensure delivery on all Transformation project and invatives namely Digital, People, Process
• Analyses and Understand MDS business processes using various technology platforms/ methods to find opportunities for improvement as well as identify losses and troubleshoot these losses further to determine root courses.
• Contribute to the development of relevant business cases for approval.
• Recommend the implementation of initiatives that address project shortcomings or areas of concern.
• Coordination of initiatives between Project Administration, Implementation specialists, PA’s, Platforms, Support Services team
• Provide authoritative, expertise and advice to Project Administration, Implementation specialists, PA’s, Platforms, Support Services team
• Manage Coordinate all components of project and initiatives, events and functions within budget and specifications
• Identify and manage dependencies between projects across the business.
• Identify and assign resources and stakeholder required for the execution of the project.
• Coordinate administrative and coordination support to projects.
• Create platforms where project teams can be mobilised and energised to ensure close collaboration and innovation.
• Liaise with various stakeholders to report on overall project progress, risks, issues as per Business Area-specific reporting requirements.
• Liaise with various stakeholders to sign-off minutes for project meetings and workshops.
• Project monitoring, tracking and risk awareness
• Develop and maintain accurate project related dashboards and reports
• Determine and document the project scope, project objectives and measures of success which will be used to evaluate project effectiveness
• Track and drive the implementation and delivery of the project plan in line with the scope, cost and time parameters of the project
• Oversee and sign-off project plans, resource schedules, work hours, budgets, and expenditures.
• Maintain and update project issue logs, risk logs and action logs.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum
• Update and maintain relevant project tracking documents and follow up on outstanding
• Track and administer the project budget through Controlling and checking expense claims for authorisation
• Identify solutions to enhance cost effectiveness and increase operational efficiency
• Analyse project-related data (issue logs, risk logs, action logs) to enable informed decision-making.
• Manage the project close out and the assessment of project effectiveness to make recommendations to improve project impact.
• Relationship building with relevant stakeholders
• Implement effective ways of engagement between stakeholders
• Interact and collaborate with the other MDS Support Services to ensure optimal integration of all transformation initatives
• Develop and maintain productive working relationships with stakeholders to achieve optimal cross process integration.

Competencies    

• Business Acumen
• Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
• Client Commitment
• Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
• Drive for Results
• Drive a sense of urgency, focus,accountability,agility and execution to deliver business results.

LEADS CHANGE AND INNOVATION

• Actively leads change, does what is right for the business and drives continuous improvement through innovation.
• Collaboration 
• Prioritizes the business interests of Momentum and invests in the success of the group by aligning effort across divisions.
• Impact and Influence
• Persuades, convinces, influences and inspires others, both within MMH and externally to win support, loyalty and gain commitment to the purpose of MMH.
• Self-awareness and insight
• Manages self and relationships with others effectively and provides perspective in difficult situations.
• Diversity and Inclusiveness
• Is sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

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Role Purpose    

• To grow and ensure high levels of service offered by Momentum Insurance, developing and maintaining goodbusiness relationships with brokers. Educate these brokers in respect of Momentum Insurance Products to ensure that high standards are met and maintained and reduce risks. Introduction of new Momentum InsuranceProducts.

Requirements    

•  Matric/Grade 12
•  Regulatory exams accredited FAIS requirements, RE5
•  Full qualification – Commercial and or Personal Insurance NQF Level 5 or relevant qualification in field
•  2 years servicing experience in short term insurance or the financial industry, personal and or commercial
• insurance
•  2 year experience in dealing with brokers
•  Drivers License

Duties & Responsibilities    

•  Maintaining Key Relationships with brokers and staff
•  Maintain telephonic and e-mail communication with brokers
•  Offer product and process information to brokers and their staff
•  Offer telephonic and e-mail product and procedure support
•  Ensure that amendments to policies are appropriate to existing portfolio
•  Handle broker queries within SLA's
•  Market new products to brokers
•  Market MI Retail Products to brokers and introduce BC's to sign-up appropriate MI Contracts
•  Monitor broker activities through, audits, client feedback
•  Identify trends and market related issues and relay these to the Branch Manager
•  Offer suggestion on how remain competitive in these markets
•  Attend weekly and monthly meetings
•  Build relationship with new brokers and introducing other MI Products
•  Identify opportunities for engagement new brokers
•  Build on own continuous professional development
•  Review study plan within set time frames through one-on-one sessions with Branch Manager
•  Ensure adherence to industry qualification requirements are met
•  Update product knowledge on an ongoing basis
•  Time Management Skills
•  Problem Solving Abilities

Competencies    

•  Maintain and develop good business relationships with Brokers and Intermediaries to ensure that they sell
• our policies and products, and are introduced to MI Group Products
•  Meets SLA's target

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Role Purpose    

• As Commercial Sales Adviser in this dynamic team, you will be required to provide Commercial Insurance advice. The successful candidates will be required to complete Commercial product training and be found competent.

Requirements    

•  Matric or equivalent
•  RE (regulatory exams) compulsory
•  At least 1 year sales experience, knowledge and insight preferably within a Commercial Sales (specific to short-term insurance) advice giving role
•  Must have an excellent sales track record
•  Attitude/passion towardsservice excellence
•  Clear disciplinary record

Duties & Responsibilities    

• The Commercial Sales Adviser Team of Momentum STI will primarily be responsible for converting leads/quotes to 
• sales in terms of the minimum quantity and quality targets that are in place including, but not limited to:
•  Monthly premium written
•  Net conversion ratio of quotes to sales
•  Quality target
•  Cancellation ratio

Competencies    

•  Must be driven, self-motivated and be able to work under pressure
•  Ability to execute and deliver results
•   Excellent computerskills
•  Uncompromising approach towards service excellence and the ability to work in a fast paced and result orientated environment
•  Attention to detail
•  Ability to work in a team environment
•   Excellent interpersonal and communication skills (verbal and written)
•   Enthusiastic and passionate about the role and the company
•  Ability to build and maintain relationships
•  Ability to interpret and provide advice on Commercial insurance cover

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Role Purpose    

• The purpose of the  New business lead consultant role is to support the growth and acquisition strategy by  focusing on sourcing clinets and ensuring client

Requirements    
Qualifications:

• Grade 12
• Bcom related degree
• JSE Traders exam ( added advantage)

   Experience:

• 3-5 years financial services industry experience and in a similar role.
• Experience in marketing financial products to the momentum brokers channels or related.
• Experience/qualifications
• Experience in marketing financial products to the momentum brokers channels or related.
• Network of contacts in the channels.
• Willingness to study towards JSE traders exam to familiarize with the market.
• Minimum 1-2 years in the industry

Duties & Responsibilities    

• New business lead
• Drive a new business acquisition strategy amongst MFP et al channels, to market the MS offering.
• Drive a new business strategy amongst independent (not Momentum) brokers to introduce the MS offering.
• Drive a new business strategy for direct, high net worth clients.
• Usage of platforms such as LinkedIn.
• Co-ordinate client proposals.
• Guide on-boarding of new clients.
• New account opening admin.
• Source of new clients.

Competencies    

• Seizing opportunities : Identifies business opportunities; creates additional sales for future growth; wants to win and outperform competitors.
• Interacting with people : Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.
• Generating ideas : Is creative in producing ideas; assumes an original approach when generating ideas; adopts radical solutions.
• Examining Information : Analyses and processes information; asks probing questions; strives to find solutions to problems.
• Articulating information : Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
• Convincing people : Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.

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Role Purpose    

• The BI Analyst will gather, analyze and interpret data from various sources, extract insights in a clear, precise and actionable manner, using easily understandable representations of data for both technical and non-technical audiences , which support the development of innovative BI solutions and make recommendations for continuous improvement efforts that enable business objective.

Requirements    
Qualification

• 3-year degree in Mathematics, Economics, Computer Science, Information Management or Statistics Applicable technology certification (desired)

EXPERIENCE

• 5-8 years' experience as a data analyst or business systems analyst or related field (essential)
• Experience in data analysis, data modelling, business intelligence applications and visualisation tools (e.g. SQL, Qlikview, PowerBI etc)

Duties & Responsibilities    
Internal Processes

• Gather information from various sources, analyse results and interpret patterns and trends.
• Once data has been gathered and interpreted, report back what has been found in an easily accessible and accurate manner, which supports consistent and informed operational, tactical and strategic business decisions.
• Elicit business requirements and uncover business opportunities, resulting functionality and data and processes
• Understand and execute BI requirements
• Create detailed specifications for data sources, data flows, data transformations, data storage and reporting.
• Produce documentation such as source-to-target-maps, data dictionaries and data models.
• Interact and collaborate with technical and business stakeholders to identify data sources, find data definitions for master and meta data as well as formulate and implement solutions.
• Promote the use of existing enterprise and divisional data standards to enhance data quality, ensure constant compliance and adherence to data governance principles.
• Promote reusability, maintainability, reliability, and scalability in design and development of data solutions.
• Process live and confidential data according to specified guidelines.
• Evaluate changes and updates to source production systems that could impact reporting and eventually business decisions.
• Development and design of professional reports and dashboards to support various stakeholders within the company.
• Testing, debugging and reconciliation of data to source data to ensure data integrity.
• Ensure accuracy and integrity of data and its attribution to costs incurred by business.
• Communicate progress, including easily understandable representation of the data.
• Building models required for the business to guide business, including financial, decisions.
• Identify and analyse problems faced by business and propose documented BI solutions
• Influence the work method in team and department
• Identify opportunities to improve existing BI solutions
• Design BI solutions with the context of the BI Architecture
• Perform analysis for business to give them a better understanding of relevant data/trends/behaviour.
• Pro-active in suggesting for opportunities as well as making analytical observations on any aspect that would be benefical to business 

Client

• Provide authoritative expertise and advice to clients and stakeholders.
• Prepare requirements as a solution proposal executed by the BI team
• Communicate the requirements to the developers and assist in interpretation requests
• Provide support to end users to answer queries on BI products content
• Assist in training and support of BI solutions
• 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

Competencies    

• Examining information
• Generating Ideas
• Checking Things
• Producing Output
• Team Working
• Interpreting Data
• Articulating Information
• Providing Insights