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
Manage the overall delivery of programmes from initiation to close-out, to meet business objectives in compliance with all relevant governance, risk and audit requirements.
Requirements
- Relevant B-degree
- Relevant M-degree (Desirable)
- 7+ years’ experience in a dedicated project management position (essential)
- Experience with managing large-scale programmes from conceptualisation to close-out (essential)
- 3 - 5 years in a senior management position (desirable)
- Insurance or financial industry experience (desirable)
KNOWLEDGE
- Knowledge of relevant Project Management software and tools
- Knowledge of the Project Management lifecycle, from conception to close-out
- Knowledge of agile methodology
- Knowledge of the software development life cycle (SDLC)
- Knowledge of stage gate and waterfall programme-level planning
Duties & Responsibilities
INTERNAL PROCESS
- Investigate the feasibility of programmes that support the achievement of business objectives.
- Contribute to the development of relevant programme business cases for approval in line with business requirements.
- 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.
- Contribute to associated project scope in collaboration with project manager, PMO, team and stakeholders, to ensure project deliverables and expectations are clearly articulated and aligned to business objectives.
- Contribute to associated project objectives and measures of success which will be used to evaluate project effectiveness.
- Collaborate with line managers to ensure the team is properly staffed with the right capacity and competencies to deliver the programme.
- Act as first point of escalation from projects to facilitate risk and issue resolution.
- Develop project management best practices and collaborate with project managers and business stakeholders.
- Responsible for the daily management through the life cycle of the programme.
- Define the programme controls, processes, procedures, reporting, etc., to manage the programme from conceptualisation 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.
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 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 / project.
- 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
- Interpreting Data
- Developing Strategies
- Making Decisions
- Providing Insights
- Convincing People
- Directing People
- Generating Ideas
- Articulating Information
Deadline:16th June,2025
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Role Purpose
- Manage the overall delivery of programmes from initiation to close-out, to meet business objectives in compliance with all relevant governance, risk and audit requirements.
Requirements
- Relevant B-degree
- Relevant M-degree (Desirable)
- 5+ years experience in a dedicated project management position
- Experience with managing large-scale programmes from conceptualisation to close-out (essential)
- 3 - 5 years in a senior management position (desirable)
- Insurance or financial industry experience (desirable)
Knowledge
- Knowledge of relevant Project Management software and tools
- Knowledge of the Project Management lifecycle, from conception to close-out
- Knowledge of agile methodology
- Knowledge of the software development life cycle (SDLC)
- Knowledge of stage gate and waterfall programme-level planning
Duties & Responsibilities
INTERNAL PROCESS
- Investigate the feasibility of programmes that support the achievement of business objectives.
- Contribute to the development of relevant programme business cases for approval in line with business requirements.
- 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.
- Contribute to associated project scope in collaboration with project manager, PMO, team and stakeholders, to ensure project deliverables and expectations are clearly articulated and aligned to business objectives.
- Contribute to associated project objectives and measures of success which will be used to evaluate project effectiveness.
- Collaborate with line managers to ensure the team is properly staffed with the right capacity and competencies to deliver the programme.
- Act as first point of escalation from projects to facilitate risk and issue resolution.
- Develop project management best practices and collaborate with project managers and business stakeholders.
- Responsible for the daily management through the life cycle of the programme.
- Define the programme controls, processes, procedures, reporting, etc., to manage the programme from conceptualisation 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.
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 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 / project.
- 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
- Interpreting Data
- Developing Strategies
- Making Decisions
- Providing Insights
- Convincing People
- Directing People
- Generating Ideas
- Articulating Information
Deadline:16th June,2025
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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
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- 2-3 years' experience in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy).
Deadline:30th June,2025
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Role Purpose
- Develop and drive profitable sales through effective plans, targets and growth in support of the business sales strategic objectives and maintain compliance with regulatory requirements.
Requirements
- Degree in Commerce/Marketing/ Business Management and or equivalent relevant qualification
- FSCA recognized qualification
- FAIS Key individual Regulatory Exam Level 1
- FAIS Representative Regulatory Exam Level 5
- 8 - 10 years’ experience in a senior sales management role (essential)
- 5 - 8 years’ management experience (essential)
- Experience in rendering of financial services (essential)
Duties & Responsibilities
Internal process:
- Implement and manage the sales strategy for the province that are aligned to the overall business strategy and the principles of client centricity.
- Develop, implement and manage a risk management strategy for the relevant Province that effectively manage and mitigate risks.
- Research and build competitor and market intelligence for the province in order to proactively enhance sales strategy and tactics.
- Drive the reduction of wastage in the province through e.g. the prevention of fraud, management and prevention of surrenders, early duration claims, management and prevention thereof.
- Drive legislative and internal compliance within the province and ensure adherence to high ethical standards.
- Ensure efficient client service and administration processes are developed, implemented, maintained and managed within the geographic area.
- Manage and monitor activities of Regional Managers through market allocation to ensure that each Regional Manager has adequate and appropriate market access opportunities.
- Drive the implementation of sales plans or strategies, in collaboration with the Regional Managers, to increase new sales opportunities and penetration levels.
- Monitor and track Province performance to ensure that business meet agreed productivity, production and quality targets.
- Analyse the profitability within the province and oversee the formulation and implementation of plans for improvement with the relevant stakeholders.
- Set targets and take accountability for the overall achievement of performance objectives in the business area by driving sales performance.
- Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales processes.
Client Services:
- Define and influence service models across functions to ensure continued client satisfaction, value chain integration and optimisation.
- Drive an aligned client service excellence culture, which enables rewarding relationships, encourages innovation and allows team to provide exceptional client service and ensures that clients are treated fairly.
- Drive efforts to better understand client requirements and align service offering with client needs.
- Strategically direct service delivery to meet internal and external customer after sales needs, expectations and targets.
- Build and maintain relationships with clients and internal and external stakeholders.
- Evaluate recommendations to improve client service and fair treatment of clients within area of responsibility.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
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.
- 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.
- 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.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Providing Insights
- Developing Strategies
- Making Decisions
- Generating Ideas
- Interacting with People
- Empowering Individuals
- Exploring Possibilities
- Articulating Information
Deadline:13th June,2025
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Role Purpose
- Ensure that all clients submit monthly membership data, ensuring that data received is received timeously, in the correct format and aligned to all mandatory required data and policy definitions. Overall maintenance of data collection.
Requirements
- Grade 12.
- Knowledge of Microsoft Office Package (Excel and Word) is essential.
- Minimum of 2 years' Employee Benefits experience.
- Strong written and verbal communication skills (in English).
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Assist employers in resolving errors relating to monthly reconciliation /data schedules.
- Ensure that data received is attached to the appropriate monthly contribution work flow after all queries have been addressed.
- Put appropriate notes onto the contribution workflow when data is in query.
- Manage receipt of accurate data on the Risk book of business on a monthly basis.
- Engage and educate clients on data requirements.
- Manage and collect the required PPR data (Cell phone numbers /email addresses).
- Ensure accurate data is received and all fields align to policy administration.
- Assist the pricing team with data for review purposes.
- Attend client meetings to educate and assist with data issues.
- Responsible to ensure that the administrators can run the monthly reconciliation with accurate data.
- Ensure that data is aligned to the effective month and is dated accordingly.
- Assist with strategic projects to convert data onto the Employer portal.
Competencies
- Organising and planning skills.
- Accountability.
- Customer orientated.
- Attention to detail.
- Good communication skills.
- Persistency to resolve issues.
- Accuracy.
- Teamwork.
Deadline:12th June,2025
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Role Purpose
- Attract, acquire, and retain clients by selling Momentum Corporate 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 with corporate clients and channel stakeholders.
Requirements
Experience And Qualifications
- Relevant legislative/regulatory exams or qualifications.
- Certificate of proficiency in Insurance or equivalent qualification.
- B Degree in Marketing, Business, Finance or equivalent qualification.
- 5 years’ employee benefits experience in a similar role (essential).
- 1-3 years’ experience in the financial services industry(desirable).
Duties & Responsibilities
INTERNAL PROCESS
- Engage with advisors and prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and influence their decision-making process.
- Sell products in line with client’s financial needs by consulting with the FAIS accredited advisor based on their review of the client’s affordability analysis in order to achieve clients’ financial goals.
- Assist the FAIS accredited advisor to calculate and advise on tax and legal implications of products and or changes between the client/advisor and internal stakeholders.
- 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 technical information in line with the engagement strategy to enhance client’s financial wellness.
- Facilitate engagements with various divisions within the product house to deliver on Momentum Corporate’s strategy (E.g.member solutions; marketing; Structured Investments and Annuities).
- Provide regular reports on delivery of targets against agreed sales targets and in terms of overall customer targets. Develop action plans to ensure target deliverables are met.
CLIENT
- Investigate advisor/client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate advisor/client queries to the relevant department or stakeholder.
- Provide accurate information to clients and stakeholders in order to ensure that the client receives the appropriate services within the parameter of the regulatory requirements.
- Provide authoritative, expertise and information to clients and stakeholders.
- Facilitate advisor/client engagements to socialize them on the facilities available to manage their schemes.
- Assist with client engagements on legislative requirements (e.g.Regulation 37)
- Build and maintain relationships with advisors/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
- Proactively build and maintain advisor/client relationships by presenting our innovative and trustworthy product offerings through professional and credible financial 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.
- Ensure that activities align with value of new business and margin objectives.
- 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
- Collaboration skills.
- Interpersonal skills.
- Drive for results.
- Communication with impact.
- Influencing skills.
- Communication and business presentation skills.
Deadline:13th June,2025
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Role Purpose
- The purpose of the role is to monitor and evaluate the quality of new business sales and service across all the Sales, Service and Distribution (SSD) channels to ensure the relevant standards are met and maintained in line with the agreed processes and procedures. To document quality issues and performance measures for managers andrelevant stakeholders to review. To provide information to assist in the feedback and formal education processes of individuals that may deviate from the acceptable processes and procedures.
Requirements
- Grade 12 or equivalent qualification
- Relevant Diploma
- Relevant process, system, and legislation training
- 2-3 Years' relevant experience (essential)
- Insurance industry experience (desirable)
- Experience in client services or quality assurance (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Provides first line assurance on the adequacy and effectiveness of the operational processes and procedures.
- Assesses the quality of data captured on business systems against quality standards to ensure accuracy of thedata.
- Identify process or system improvements required, any trends which could highlight possible gaps, or trainingrequirements.
- Provide feedback to line manager and suggestions for coaching to team members to achieve desired qualitylevels.
CLIENT
- Provide authoritative, expertise and advice to internal stakeholders.
- Build and maintain relationships with internal and external stakeholders.
- Deliver on service level agreements made with internal and external stakeholders in order to ensure that expectations are managed.
- 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.
- Be self-confident, self-motivated and relentlessly pursue targets and goals.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
Competencies
- Business knowledge
- Knowledge of relevant products, processes, systems, and applicable legislation
- Knowledge of relevant legislation that is applicable to the business area.
- Knowledge of the legislative impact on the insurance industry
- Attention to detail.
- Planning and organizing skills
- Assertiveness
- Reporting skills
- Excel skills
- Examining Information
- Providing Insights
- Following Procedures
- Documenting Facts
- Team Working
- Upholding Standards
- Interpreting Data
- Checking Thing
Deadline:12th June,2025
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Role Purpose
- To identify business needs, analyse current processes, and recommend solutions that improve efficiency , productivity and profitability within Momentum Investments. To serve as a bridge between the business stakeholders and IT teams, translating business requirements and actionable plans and facilitating change to enhance business performance.
Requirements
Qualifications
- BCom Informatics or BSC Degree.
- Diploma in Business analysis preferred.
Knowledge and experience
- 6+ years’ experience as a Business Analyst.
- A minimum of 3 years’ experience in the investment environment.
- Agile working experience preferred.
- SQL knowledge is optional
- IT workflow tools – JIRA, Lucidchart etc.
Duties & Responsibilities
Key Performance Areas
- To analyse business processes and systems to find inefficiencies, cost reduction opportunities, and potential growth areas
- Own the set up and facilitation of workshops with stakeholders to gather, elicit and identify business and system requirements.
- Articulate the need for change and help implement solutions that align to strategic goals , ensuring sustainable and value maximizing outcomes.
- Model and optimise business processes through continuous improvement.
- Design and document innovative business solutions.
- Translate business requirements to a level of detail appropriate for implementation using user journeys, user stories with acceptance criteria; process diagrams; data models; business rules and mockups)
- Ensure solutions are aligned to the business and system architecture.
- Assist technical designers to understand the business requirements.Participate and provide input into the design and functional discussion with the technical designers.
- Compiling of test plans from a business perspective and assist with the testing of the solutions
- Assist and sign off the business test cases
- Investigate, identify and document business requirements to address process or system constraints resulting in repeated queries or errors
- Identify system trends and propose solutions to manage the sustainability of the system/capability.
- Enable the trainers to compile process and training documentation.
- Ensure effective and consistent service delivery and support to both internal and external clients in line with the MMH values.
- Use data to generate insights, support decision-making, and forecast business trends, influencing both tactical and strategic planning.
- Identify metrics and data requirements to measure the success of the recommended solutions.
Competencies
Analysis Competencies Required
- Effective written and verbal communication.
- Ability to hold elicitation sessions from a business and technical perspective.
- Can document processes on any document processing tool.
- Apply analytical skills to all work performed.
- Attention to detail
- Investigative and information gathering skills
- Ability to work independently
- Take ownership and accountability
- Take initiative
- Problem solving
- Ability to manage pressure
- Must be able to build and maintain relationships.
- Apply business analysis tools and techniques to continuously improve thinking and solutions.
- Align solutions to IIBA standards and practices.
Technical Competencies Required
- Ability to model processes in Bizagi
- Ability to analyse data and identify trends
Deadline:10th June,2025
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Role Purpose
- The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.
Requirements
Qualifications:
- Office administration qualification or Business related (Degree/NQF 7)
Experience:
- 1-2 Year experience in financial service (essential)
- Insurance industry experience (preferred)
- Experience within the MDS Sales environment will be an advantage.
Duties & Responsibilities
Internal processes: Sales and Service Experience
- Demonstrating an understanding of end-to-end processes for various product lines.
- Identify and address processes that do not support business efficiency and ease of operation.
- Have a good understanding of Compliance process adherence and impact of non-adherence.
- Have an ability to present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
- Ensure the new business process is handled end-to-end with minimal need for revisions.
- Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements.
- Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager.
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly.
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue.
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates.Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business.
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Administratively support Consultant on all planned marketing calls - to follow through in support.
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
- Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc.
- Capable of being the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
- 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.
- Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.\
- Engages in service center escalations to enhance the customer experience, demonstrates quick thinking, andconsistently maintains a positive ambassadorial approach with a can-do attitude.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards
Client Advisor: 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.Supporting MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
- Understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA.
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 legislative knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas
Finance: 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
- Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
- Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
- Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
- Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
- Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
- Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
- Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
- Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.
Deadline:9th June,2025
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Role Purpose
- To own the data analysis, improving and redesigning processes from current state assessments to post-implementation support to deliver an improvement in efficiency, high levels of standardization and straight-through processing with defined exception management.
The ideal candidate should be a subject matter expert and have working experience in certain areas including:
- System migrations
- Data and insights
- Process improvements
- to support and drive the related reporting process with the help of their peers in the team.
Requirements
Qualifications, Experience and Knowledge
- Relevant degree (IT, Informatics, Data Science or equivalent).
- Minimum 8 years’ (Business Analysis and data modelling and/or data analysis) experience.
- Experience working in an Agile software development environment.
- Experience with AI and Machine learning preferred.
- Demonstrable ability to operate independently, efficiently, and effectively in a high transaction volume and complex environment.
- Knowledge of business process mapping systems such as Lucid and Bizagi.
- Other standard systems such as Microsoft Suite and Jira.
Duties & Responsibilities
Responsibilities and work outputs
Gathering requirements
- Responsible for detailed business analysis - Stakeholder engagement via workshop facilitation, meetings, research and interviews to elicit and understand business requirements for all projects and change requests.
- Gain and apply understanding of the business in which we operate and the future domains in which we have the ambition to operate.
- Conduct thorough analysis of proposed technology solutions using investigative and information-gathering skills to highlight the impact of solutions on business processes and systems.
- Collaborating with cross functional teams, including IT professionals and other business analysts to deliver effective solutions.
Data analysis
- Ability to write and interpret data queries.
- Analyse large data sets and understand the granular detail as part of the analysis phase and subsequent solution invention process.
- Ability to use tools like QlikView / PowerBI / Excel, SQL, Databases etc. to analyze data and develop solutions.
Process improvement
- Create visual representations of current and future processes, helping to identify areas for improvement and optimization.
- Conducting professional process workshops with business and technology stakeholders to gather information and identify risks.
- Identifying, developing, and implementing necessary process improvements for key initiatives.
- Creating and implementing process metrics, reports, and control points (track, monitor and measure projects implemented)
- Proactively identifying and carrying out root cause analysis of the problem.
- Logically and accurately map business process steps according to defined standards and maintain existing refinery processes and documentation.
- Collaborating with other stakeholders to ensure achievement of project goals.
- Driving process adoption & compliance with end users.
- Keeping a systematic approach to coordinating and managing process and system change definitions and implementations.
- Application of industry related methodologies and frameworks such as design thinking
- Contribute to project planning, risk mitigation and scope management of key initiatives and other projects where involved in.
Problem Solving
- Identify and address business problems and challenges by proposing effective solutions
- Participate in the design of systems and applications, ensuring they align with business goals and technical requirements.
Testing and validation
- Quality assurance of data and analytics solution delivery.
- Support user acceptance testing and creating of training material.
Change management
- Assist in managing organisational change that result from the implementation of new processes and systems, including training and support.
Leadership
- Ability to lead technical teams, and train, mentor, and coach stakeholders in a fit-for-purpose method
- Define and lead data and analytics solution implementation roadmaps
Continuous improvement
- Monitor and evaluate the performance of implemented solutions, recommending adjustments and improvements where needed.
- Diagnosing issues and identifying opportunities for creating added value within current processes.
- Improve efficiencies by reviewing assigned business processes to identify and address operational, financial and technology risk.
Competencies
Competencies and Skills
- Must have an affinity for data.
- Ability to work with big data.
- Make data driven decisions.
- Strong attention to detail.
- strong troubleshooting and investigation affinity.
- Strong stakeholder engagement and facilitation skills.
- Ability to start and finish tasks.
- Strong Planning and organisational skills.
- Ability to influence, motivate and challenge through clear and articulate communication.
- Investigative and information gathering skills.
- Ability to work in a fast-paced environment and prioritize a varied workload.
- Strong written and verbal communication skills to interrogate business needs and effectively document and communicate solutions to a range of stakeholders.
Deadline:10th June,2025
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Role Purpose
- To design, implement and maintain automation solutions that streamline and improve investment operations, reduce manual effort, and support operational excellence through process engineering and digital enablement.
Requirements
Qualifications and Experience:
- Bachelor’s degree in Engineering, Information Systems, Business, or a related field.
- 3+ years of experience in process analysis and improvement.
- Hands-on experience with UiPath, including development and orchestration.
- Strong understanding of business process mapping and documentation techniques.
- Knowledge of Lean, Six Sigma, or other process improvement methodologies is a plus.
- Excellent problem-solving and critical-thinking skills.
- Strong communication and interpersonal skills to engage with cross-functional teams.
- Ability to manage multiple priorities and work independently in a fast-paced environment.
- Preferred Qualifications and Experience:
- UiPath certification (e.g., UiPath RPA Developer Foundation/Advanced).
- Experience working in industries such as finance, healthcare, or manufacturing.
- Familiarity with Agile or other project management methodologies.
Duties & Responsibilities
Key Responsibilities
Overview
- Collaborate with stakeholders to identify, analyze, and understand existing business processes across departments.
- Document end-to-end business processes using standardized methodologies (e.g., process maps, flowcharts, SOPs).
- Identify opportunities for process improvement and automation.
- Design, develop, test, and deploy automation solutions using UiPath in line with best practices.
- Work closely with business teams to gather automation requirements and ensure solutions meet business needs.
- Maintain and update process documentation as business needs evolve.
- Monitor, maintain, and optimize existing automation workflows for reliability and performance.
- Train and support end-users on automated processes and UiPath solutions.
- Ensure compliance with governance, risk, and compliance (GRC) requirements related to process automation.
- Apply basic project management principles to effectively prioritise tasks and manage time across multiple deliverables.
- Demonstrate foundational development or technical skills to support problem-solving and allow for assessment of logical thinking capabilities.
- Proactively identify opportunities to simplify and streamline processes for improved efficiency.
- Approach tasks with a logical and solutions-oriented mindset, consistently seeking smarter, simpler ways of working.
Internal Process
- Identify manual or repetitive processes suitable for automation across investment operations (e.g., onboarding, trade settlement, reporting).
- Design and implement automated workflows using tools such as Power Automate, UiPath, Alteryx, or similar.
- Develop and document automation scripts, dashboards, or logic flows for internal teams.
- Conduct testing and ensure deployment of robust, compliant automation solutions.
- Establish and maintain an automated process library and knowledge base.
- Collaborate with business analysts, developers, operations, and IT to align automation initiatives with broader operational goals.
- Track automation performance, usage, and efficiency gains to ensure ROI.
- Follow IT governance, change control, and audit protocols in all automation projects.
Client Service
- Support internal teams with automation training and solution adoption.
- Engage stakeholders to gather requirements and identify service gaps.
- Continuously improve the user experience of automated processes.
- Respond to feedback and ensure automations align with stakeholder needs.
People & Culture
- Build collaborative relationships with peers and cross-functional teams.
- Contribute to innovation by researching new tools, methods, or frameworks.
- Take ownership of personal growth and development within the automation field.
- Assist in mentoring junior team members or automation users where applicable.
Finance & Efficiency
- Identify and implement cost-effective automation solutions that reduce resource dependency.
- Provide input into project budgeting and resource forecasting.
- Track savings and value-add metrics tied to automation deployments.
Competencies
- Technical Competencies
- RPA Platforms: Power Automate, UiPath, Alteryx, or equivalent
- Workflow & Process Design: BPMN, Lucidchart, Visio
- Data: JSON, Excel, SQL
- Programming/Scripting: Python, VBA, Java, or C# (advantageous)
- SDLC & Agile delivery principles
- Testing, documentation, and change control
- Familiarity with investment processes or systems (e.g., trading, settlement, compliance)
Behavioral Competencies
- Analytical Thinking
- Innovation & Initiative
- Attention to Detail
- Collaboration & Relationship Building
- Planning & Execution
- Continuous Learning
- Resilience and Adaptability
Deadline:10th June,2025
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Role Purpose
- This position requires implementing, enabling and facilitating DevOps practices and infrastructure within teams.
Requirements
- Computer Science Degree
- Min 5 years of relevant experience
- Solid Experience and Understanding architecture and implementation
Technical Mandatory:
- WebSphere Application Server ND 8.5 or higher
- WebSphere Liberty
- Microsoft IIS
- Springboot
- Unix experience
- Cloud technologies (AWS / Azure)
- Platform Development (Ansible, Python, bash, wsadmin, GIT, Jenkins, Flyway, Maven, Python)
- Nginx
- Docker, Kubernetes
- Artifactory, Sonatype Nexus, Gitlab
- Monitoring (Datadog, Prometheus, Kibana and Grafana
Advantageous:
- Websphere MQ
- Tivoli LDAP 6.3 or higher
- Additional requirements: Exposure to the following is an added benefit:
- IBM WebSphere Portal
- Monitoring (Alerta, Sentry, Chronograf, Selenium)
Duties & Responsibilities
- Research and review relevant IT trends and best practices
- Implement and maintain the infrastructure required for implementing DevOps practices.
- Enable automated deployment of applications and configurations.
- Enable automated monitoring and alerting.
- Enable automated end-to-end testing.
- Enable continuous release processes, practices, and pipelines.
- Enable change management and audit requirements for release pipelines.
- Interest in designing, analyzing, and troubleshooting large-scale distributed systems.
- Systematic problem-solving approach, coupled with strong communication skills and a sense of ownership and drive.
- Ability to program (structured and OOP) using one or more high-level languages, such as Python, Java, C#, TypeScript
- Ability to debug and optimize code and automate routine tasks.
- Scale systems sustainably through mechanisms such as easy-to-use tooling and automation
- Practice sustainable incident response and drive root case analysis.
- Collaborate with development teams and other stakeholders to identify potential risks and remediation
- Proactive approach to identifying problems, performance bottlenecks, and areas for improvement
- Platform Development (Pulumi, Terraform, CloudFormation, Resource Manager, Ansible, Python, wsadmin, GIT, Gitlab CI, Jenkins)
Competencies
- Excellent problem-solving, organizational and communication skills;
- System analysis skills;
- Must be willing to work after hours and perform standby duties on multiple applications;
- Must be able to work under pressure;
- Must be a team player and able to build relationships;
- Must be detail-oriented
Deadline:10th June,2025
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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
Deadline:16th June,2025
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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
Deadline:6th July,2025
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Role Purpose
- Manage and monitor the implementation of operational strategies and plans that deliver on the growth objectives of the Distribution Channel.
Requirements
- BCom Honours in Management Accounting, Business Management or a related degree with specialisation in Risk Management, Law or Compliance Operations
- RE 1 accreditation will be advantageous
- 8-10 years’ experience in financial and business management in the financial services industry with a solid understanding of distribution strategies and operations
- 6-8 years’ leadership and management experience that includes experience in interacting with Exco and senior managers
- Proven ability to manage distribution strategies, distribution operations and lead change through managers and specialists who are spread nationally
- Proven ability in mobilising operations solutions through value chain enablement
- Experience in the management of a national property portfolio and property law
- Experience life insurance law and compliance management will be advantageous
- Experience in project and stakeholder management
- Experience in presentation and facilitation skills
Duties & Responsibilities
INTERNAL PROCESSES:
- Contribute to the development of the business strategy of the Distribution Channel to align to the overall business strategy.
- Develop partnerships and collaborate with business leaders to determine requirements and obtain insightful business understanding as inputs to driving the formulation and delivery of short and long-term objectives that align to the strategy of the Distribution Channel.
- Contribute to identifying KPI’s that support the financial and strategic objectives of the Distribution Channel and ensure that measurements are in place to track the progress against the achievement of the agreed upon Distribution Channel KPI’s.
- Manage and influence the translation of Distribution Channel strategies into operational or tactical plans.
- Develop, establish, and direct the execution of operating policies or processes to support overall business objectives.
- Facilitate collaboration with other supporting functions to foster effective working relationships and drive delivery of operational plans.
- Drive business optimisation initiatives to ensure cost effective and client centric operating structures, maximum efficiency levels, reduction in waste in all respects and strengthening of operating systems.
- Investigate and make recommendations to resolve the root causes of problems and challenges to implementation and develop operational and tactical plans to resolve such problems and challenges to ensure the enablement of Distribution operations.
- Provide data and insights on the execution of strategies and initiatives and support stakeholders with implementation thereof.
- Provide the strategic oversight for the Distribution Support function in line with the business objectives.
- Drive operational excellence within Distribution Support to ensure that stakeholders receive optimal service and support across a range of supporting functions that enable the objectives of the Distribution Channel.
- Manage the acquisition processes for the point-of-presence portfolio to achieve the growth objectives of the Distribution Channel.
- Contribute to the delivery of production and expense budgets that align the Channel to its strategic growth objectives, through the optimisation of the business drivers, resources and infrastructure of the Channel.
- Contribute to the development of business cases for new initiatives and ensure that the business cases are financially sound.
- Partner to assess the business implications of new business initiatives and provide input to the financial feasibility of business cases.
- Provide input into continuous improvement efforts by investigating best practice systems, processes and methodologies that will optimise and increase the profitability and efficiency of the Distribution Channel.
- Back-up the Channel General Managers if required.
CLIENT:
- Build and maintain relationships with clients and stakeholders.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments to ensure that stakeholder expectations are managed.
- Drive efforts to improve client service and fair treatment of clients within area of responsibility.
- Incorporate stakeholder feedback into the enhancement of daily business processes and management operating systems.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
PEOPLE:
- Fulfil a leadership role as a member of Channel management team by maintaining an understanding of the issues affecting financial services, the company and area of control, and enabling strategic direction accordingly.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of Group values.
- Build strong relationships by providing specialist know-how and leadership to others, expressing positive expectations.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Group values
- Create a positive work climate and culture to energise, give meaning to work, minimise disruption and maximise productivity.
- Effectively manage performance within the team to ensure that the agreed upon key performance objectives are achieved.
- 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.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Continuously develop own expertise in terms of company, professional, industry and legislation knowledge.
- Encourage innovation, change agility and collaboration within the team and with stakeholders.
- Share and transfer product, process and systems knowledge to the team and stakeholders.
FINANCE:
- Contribute to the development of budgets and manage revenue and expenditure in line with budgets.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Implement and monitor the effectiveness of policies, practice and procedures: preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies to identify and manage governance and risk exposure liability.
- Investigate observed and reported wilful acts of non-compliance to organisation policy and practice and report on findings.
- Manage financial and other company resources within the area of control with due respect.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Strategic Thinking
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
Deadline:13th June,2025
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Role Purpose
- Attract, engage and retain profitable new business from brokers within the target market in order to increase the broker base to enhance channel profitability.
Requirements
- Grade 12/NQF 4 equivalent qualification.
- FSB recognized qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognized qualification, to fulfil the duties of a compliant supervisor (minimum 120 Credits).
- FAIS Representative Regulatory Exam Level 5 passed (desirable).
- Class of Business 3 and 7 (investments and long term insurance).
- Valid driver's license and own transport.
- At least 2 years’ experience as a Broker Consultant.
- Product knowledge and competitor intelligence.
- Proficient in English with the ability to speak multiple languages with some African languages (preferred).
- Experience in the Mass Market and Stop Order industry.
- Must have a healthy network of FSPs.
- Experience with FAIS Tier 1 long term insurance and pension products.
Duties & Responsibilities
- Develop and implement marketing plans that will outperform competitor strategies.
- Continuously analyze competitor strategies and ensure knowledge is current on competitor activity, new products and services.
- Promote and market the Metropolitan brand and its solutions to brokers to influence the sale of in-house products.
- Partner with and identify the needs of brokers and provide the necessary support.
- Negotiate with intermediaries regarding the level of business and servicing requirements.
- Promote Metropolitan solutions through marketing presentations and training.
- Establish and maintain business relationships in order to grow market share with existing brokers.
- Ensure the business's processes and policies are adhered to in the management of relationships at all times, and to represent the company in a professional, business-like manner.
- Efficiently apply technology and update investment knowledge in the business.
- Prepare quotations, receive and check new business applications.
- Arrange premium payment facilities and open new facilities as required.
- Initiate and manage marketing drives to secure profitable, quality new business from brokers.
- Maintain productive levels with acceptable quality of business and manage the risk of such business.
- Manage administration related to missed payments, broker contract applications, after sales service, etc.
- Deliver training to brokers to ensure their understanding of Metropolitan products and services where necessary.
- 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 standards 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 developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
- Manage the delivery 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.
- Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
- Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialization.
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
- Take ownership for driving career development.
- Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates.
- Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making.
- Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goals.
Competencies
- Convincing People
- Team Working
- Empowering Individuals
- Interacting with people
- Making decisions
- Seizing opportunities
- Interpreting data
- Taking action
- Articulating information
- Pursuing goals
- Exploring possibilities
Deadline:18th June,2025
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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 qualification
- 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 in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order 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 in order 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
Deadline:13th June,2025
Method of Application
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