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
- To drive the internal and external communication strategy for our Group Digital and Technology team. This role will be pivotal in translating complex technical initiatives into compelling narratives, enhancing stakeholder engagement, and promoting the value of digital transformation across the organization
Requirements
- Bachelor’s degree in Communications, Marketing, Computer Science, or a related field.
- 5+ years of experience in a communications or marketing role, ideally within a tech or digital environment.
- Strong understanding of digital transformation, emerging technologies, and IT landscapes.
- Exceptional writing, editing, and storytelling skills.
- Experience with content management systems, analytics tools, and design software.
- Ability to manage multiple projects and stakeholders in a fast-paced environment
- Experience in change management communications.
- Familiarity with Agile methodologies and product development cycles.
- Knowledge of enterprise IT systems and cloud technologies.
- Strong visual communication and presentation design skills.
Duties & Responsibilities
Strategic Communications
- Develop and execute a comprehensive communication strategy for D&T initiatives.
- Craft clear, engaging messaging for diverse audiences including executives, employees, partners, and customers.
- Partner with internal comms, HR, and Group Digital and technology divisions to align messaging and ensure consistency.
Technical Marketing
- Translate technical concepts, product developments, and digital innovations into accessible content.
- Create marketing materials such as case studies, whitepapers, infographics, videos, and presentations.
- Support go-to-market strategies for internal digital products and platforms.
Content Development & Management
- Own the content calendar for D&T communications across channels (intranet, newsletters, social media, etc.).
- Write and edit high-quality content including blogs, announcements, and leadership messages.
- Manage digital assets and ensure brand and tone consistency.
Stakeholder Engagement
- Act as a liaison between technical teams and business stakeholders to ensure mutual understanding.
- Organize and support events such as town halls, webinars, and innovation showcases.
- Gather feedback and measure communication effectiveness to continuously improve.
Digital Tools & Analytics
- Leverage digital tools (e.g., SharePoint, Teams, Adobe Creative Suite, CMS platforms) to deliver impactful content.
- Track engagement metrics and provide insights to optimize communication strategies.
Competencies
- Examining Information
- Interacting with People
- Meeting Timescales
- Adopting Practical Approaches
- Establishing Rapport
- Managing Tasks
- Providing Insights
- Articulating Information
Deadline:5th September,2025
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Role Purpose
- To manage clinical risk of patients through the authorisation of clinically appropriate treatment and outbound interventions.
Requirements
- Matric
- Nursing Diploma or Degree essential
- Minimum of 4 years clinical experience (including 2 years Oncology experience) essential
- Registered with SANC essential
- Experience in managed health care would be advantageous
Duties & Responsibilities
- Liaising with patients, providers and Disease Management companies
- Answering and assisting with all queries related to disease management programmes (Oncology and other chronic conditions)
- Following up on decisions with Providers and/or 3rd parties
- Maintaining relationships with 3rd parties
- Monitoring the progress of patience on disease management programmes.
- Assisting with early detection programmes and advocating available preventative health benefits to better manage risk
- Facilitating reports to the scheme
- Initiating outbound contact with patients and providers where appropriate
- Educating and guiding all members regarding health care and their benefits
- Authorizing appropriate and cost-effective medical care and treatment
- Applying set Clinical Guidelines and policies
- Possible identification of clinical guidelines.
- Identifying all compliance risks.
- Supporting budget control and cost containment of health management programmes.
- Assisting with registration on various programmes to ensure quality of life for patients with life threatening diseases
- Dealing promptly with client requests in a competent, efficient and professional manner.
- Liaising with specialists to gain insight into assessing risks.
Competencies
- Accountability
- Planning
- Organization and Attention to Detail
- Customer Orientation
- Empathy
- People skills
- Teamwork and Cooperation
- Business Administration
- Results Orientation
Deadline:2nd September,2025
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Role Purpose
- Responsible for the management of the Underwriting administration function of the underwriting team in respect of analysing risks, providing technical assistance, tracking of administration processes and ensuring adherence to professional standards of service, underwriting mandates and compliance with all legislative and licensing requirements.
Requirements
- Matric
- RE5
- NQF level 5
- Further tertiary qualification advantages
- At least 10 years’ Marine experience as a Senior Underwriter
- At least 5 years' of managerial experience
Duties & Responsibilities
- Responsible for monitoring Operating System performance
- Identify and drive system projects in conjunction with GGI Operations Team, to meet operational requirements of Marine Division
- Ensure staff receive training where required and are proficient in processing administrative duties on systems
- Responsible for overseeing all aspects of policy administration
- Ensure correct capturing of policy information on the system by underwriters
- Ensure SASRIA is issued and raised and all policies
- Ensure timeous raising of all debits
- Reconciling and raising of Binder Bdxs
- Authorising release of payments on both Ski and Thryve systems
- Approve refund requests from Underwriting Team and authorise
- Responsible for Credit Control for Marine Division
- Responsible for collating all policy and underwriting data for the Division
- Compile Loss Ratio Reports
- Provide Renewal Lists to Underwriters
- Responsible for Onboarding and Offboarding of employees
- Compiling of CBR Reports for the Division
- Providing management with monthly reports on new business, credit control, renewal performanceAnalysing and profiling of risk within allocated mandates of underwriters
- Ensure rating guidelines and underwriting guidelines are followed
- Maintain new business register of all quotes
- Ensure underwriters manage diary system for new business
- Monitor treaty adherence on all new business proposals
- Sign off of New Business written by underwriters after quality checks completed
- Ensure each underwriters new business is recorded
- Ensure correct format of documentation is used by underwriters
- Management of capturing of client information on operating systema, raising of premiums and issuing of policies.
- Printing of renewal lists for team and maintaining renewal periods prior to due dates
- Weekly management of renewals with team in underwriting meeting
- Provide support to Underwriters on renewals
- Ensure all outstanding figures are received during the required timeframe
- Pleasurecraft refunds – check and sign off for underwriter
- Cargo endorsements/cancellations/refunds – manually processed and forwarded to management for sign off prior to onward transmission to the Intermediary.
- Ensure surveys are requested by Underwriters, where required, by the Underwriting guidelines
- Ensure unpaid policies are notified to intermediaries
- Management of cancelling policies due to unmet debit orders
- Management of timeous Issuance of SASRIA Coupons / endorsements by underwriters
- Liaising with relevant divisions on SASRIA issues and advising management of progress
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Results & Solutions focused driven
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Networking
- Diversity and Inclusiveness
Deadline:4th September,2025
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Role Purpose
- To generate sales, foster and maintain relationships with all Stakeholders in the market and within the business. Underwrite risks as permitted by your underwriting authority to meet the requirements of the business plans and the strategic targets.
Requirements
- At least 5 years’ experience in Marine Underwriting and Quoting.
- Previous experience as Senior Underwriter
- Matric
- RE5 (Regulatory Examination: Representatives)
- Insurance qualitification / NQF level 5 (minimum)
Duties & Responsibilities
INTERNAL PROCESS
- Build and maintain sustainable relationships with all stakeholders to the benefit of the company and its external stakeholders
- Preparing new business quotations within the allocated mandate,
- Managing aged debtors with the brokers on instruction of the Underwriting Manager
- Providing support to Underwriters on quotes which fall outside their mandates
- Provide weekly report to Underwriting Manager and team with feedback from broker visits
- Foster relationships between Underwriting team and broking market with facilitating periodic visits with underwriter
- Investigate stakeholders' challenges with collaborative approach and identify ways the business could better address those needs
- Assess level of client satisfaction with current products and services and report to Management
- Provide excellent service in order to maintain a positive reputation for the business
- Resolve any escalate complaints in a prompt and professional manner to maintain good relationships and stakeholder satisfaction, with the guidance of management where required.
- Identify and report process and system failures and enhancements to improve stakeholder experience.
CLIENT
- Continuously deliver on 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.
- Interact with stakeholders to explain products and service offerings, address queries and strengthen their satisfaction with the business.
- Ensure that queries are tracked, accurately resolved.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal plus 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
- Build and foster strong relationships.
- Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
- Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
- Take ownership of driving own career development.
- Provide supporting role to marine team as required, in relation to the role
FINANCE
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- Proactively work with finance to manage debtors.
Competencies
- Written and verbal communication
- Marine Technical Underwriting
- Presentation skills
- Excellent communication and interpersonal skills.
- Strong relationship-building and networking abilities.
- Proven ability to understand and address client needs.
- Excellent problem-solving and conflict-resolution skills.
- Strong sales and negotiation skills.
- Ability to work independently and as part of a team.
- Proficiency in relevant software and tools (e.g. Microsoft products)
- Knowledge of the industry and market
- Sound knowledge of marine products, policies, procedures and processes.
- General knowledge of all business-related rules and regulations
- Relevant regulatory and compliance requirements
Deadline:4th September,2025
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Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test oftime. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will bestrengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA'sbusiness.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal(essential
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
- CFP® is an advantage
Experience:
- 3 to 5 years’ financial service industry experience (desired)
- 1 to 3 years relevant sales experience (essential)
- Experience in Momentum Myriad and Investo products is an advantage
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
- Knowledge of financial services industry and insurance products (desired)
Knowledge:
- Knowledge of the financial services industry.
- Knowledge of relevant legislation.
- Knowledge of the sales process.
- Relevant product knowledge.
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition
- Visit the IFA and IFA office based on a defined plan and deliver a message
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings
Enthuse:
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse,critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- FAs to move from non-active supporters to active supporters, to ambassadors
Educate:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
Enable:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
- Achieve and/or exceed the minimum production targets, Achieve and/or exceed the minimum productive IFAs required
Competencies
- Brand Ambassadorship
- Leading and Supervising
- Professional standard
- Relating and networking (building rapport and relationships)
- Stress tolerance
- Flawless and effective communication (written and oral)
- Delivering results and meeting stakeholder expectations
- Teamwork and collaboration
- Positively impact and influence on the IFA practice
- Deadline Driven
- Able to travel as much as the job requires and travel documentation in order
- Persuading and influencing
Deadline:29th August,2025
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Role Purpose
- The responsibility of the Regional Sales Manager will be to oversee the overall growth and profitability in the Division
Requirements
- Relevant tertiary qualification
- Relevant Insurance qualifications, minimum 120 NQF credits and completed RE level 4
- Post graduate degree or diploma in Marketing, management, Trade, insurance and or finance are an advantage
- At least 3 years Insurance experience including sales and Underwriting
- At least 1 years claims experience
- Proven successful track record in showing good growth and profitability in a similar position
- Being able to source new brokers and identify new opportunities
- Strong negotiating and persuasive skills
- Ability to adapt to change and to work under pressure, and meet deadlines
- Analysing business, profitability and broker portfolios
- Ability to manage internal and external conflict and to be able to find solutions to problems and to implement
- Networking on all levels internally and externally
- Proven ability to motivate staff
- Bilingual preferable
- Being able to create presentations and to different audiences
- Must be Information technology driven and comfortable with different operating packages including Excel, PowerPoint and Word
- Must be completely competent and efficient on Tial and possess the ability to train brokers and staff
Duties & Responsibilities
- Provide underwriters with an underwriting guidance
- Provide the underwriters with rating guidance
- Conduct product training in the regions
- Provide technical assistance and support to the regions and to brokers
- Provide technical information on new products and developments to the marketing department for broker distribution
- Undertake technical audits in both underwriting (and claims) and ensuring adherence to underwriting limits as per the authorised mandates
- Provide product summaries for publishing on the web-site or in the brochure
- Maintain the product on Tial
- Draft, maintain and enhance the policy wording
- Assist regions with major renewals
- Identify and assisting regions in correcting unprofitable portfolios
- Assist claims department on complex claims
- Assist RI department in accessing appropriate reinsurance
- Communicate market developments to regions
- Assist with Product development
- Assess new product approval requests
- Check quotes on Tial
- Build key relationships with brokers in the market place
- Monitor growth and profitability of book of business
Competencies
- Must have good working knowledge and understanding of the insurance industry
- Must have good knowledge of Insurance legislation and compliance
- Comprehensive knowledge of the Divisions products
- Must have a strong knowledge and experience in claims handling process and procedures,
- Division underwriting mandates, rates and procedures
- Must have / gain a good understanding of financials, treaties and Risk management procedures and exposure
Deadline:4th September,2025
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Role Purpose
- To work at the strategic interface between key clients, solution design and health risk management execution capabilities for the purpose of client-centric solution discovery, service management, risk management and relationship management. Incumbents will proactively serve as a “trusted advisor” and function as a key point of contact for the client on all matters pertaining to health risk management and wellness solutions. They will provide valued consulting level support and guidance through an in-depth understanding of the client’s needs, member health risk profiles, and key initiatives aimed at improving claims outcomes and reducing product and claims risk. They will also act as an advocate on behalf of clients and business stakeholders to ensure services meet business priorities, service level objectives and client needs.
Requirements
- MBCHB/ B Pharm/BCur (Registration with HPCSA or SANC).
- Post graduate Diplomas in Health Management (Advantageous).
- 5 years working experience in a managed care environment in a senior operational, managerial, or strategic capacity.
- At least 2 years of experience in a client facing role.
- Extensive medical aid, healthcare management, and managed care knowledge.
- A proven track record in terms of the key competencies listed above.
Duties & Responsibilities
- Build and maintain relationships with clients and internal and external stakeholders.
- Understand the client's workplace programmes and health issues and competitor activity as it relates to health and wellness solutions.
- Understand other relationships that the client has with external stakeholders in the health industry.
- Have a clear understanding of the client’s strategy and be able to advise clients relevant to their strategy and on how MHS can effectively partner with the clients to realise their health and wellness goals in context of the Value Proposition.
- Provide authoritative, expertise and advice to clients and stakeholders. (Strong clinical support requirement.)
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice, service and that client expectations are managed.
- Present regular reports on delivery of services against agreed service level agreements and in terms of overall client targets.
- Provide executive summaries and forthcoming solutions in a concise and impactful manner.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to 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.
- Support and work closely with the Solution Design (Actuarial and Health Risk Management) Teams, to bring clinical and research insight as it relates to the emerging trends both locally and internationally.
- Work closely with the segment teams and provide health insight and support.
- Cooperating and assisting the execution and reporting teams to identify gaps as it relates to design and value reporting and suggest opportunities for improvement based on client feedback and emerging trends.
- Create a positive work climate and culture to give meaning to work, minimise work disruption and maximise employee productivity.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
Competencies
- Strategic thinking.
- Client/Stakeholder Commitment.
- Drive for Results.
- Impact and Influence.
- Diversity and Inclusiveness.
- Teamwork.
Deadline:29th August,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:30th September,2025
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Role Purpose
- Ensure that recoverable amounts from third parties are pursued efficiently, legally, and ethically, contributing to loss ratio improvement and overall profitability.
Requirements
- Matric or equivalent
- FAIS accreditation or FAIS recognized qualification will be advantageous
- 1-3 years’ experience in Short Term Insurance
- 1-3 years’ experience in Legal Recoveries
Duties & Responsibilities
- Initiate and manage recovery actions against liable third parties post-claim settlement.
- Assesses allocated files for recovery possibilities and extensive liaison and negotiation with individuals, insurance companies and attorneys
- Handling admin related task generated from these actions and maintain an accurate record of recovery actions and financial outcomes. (reports, scanning, photographs, etc).
- Handling and resolving all queries and problems from clients and third parties
- Conduct all the above to the required performance and quality standards that are in place
- Payment of claims and invoices from service providers within specific turnaround times
Competencies
- Administration and organisational skills
- Good communication skills (verbal and written)
- Problem solving/initiative
- Negotiation skills
- Customer service oriented
- Deadline and results oriented
- Attention to detail
Deadline:1st September,2025
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Role Purpose
- The purpose of the role is to bring about high-quality service by overseeing the quality of the operational team's output and client interactions within an agreed SLA and to ensure exceptional service processing and effective execution of operational functions.
Requirements
Experience and Qualifications
- Matric.
- Recognition of prior learning(preferred).
- Extensive knowledge of Compliance of SARS & FSB regulations.
- Quality checking experience or exposure to quality checking will be advantageous.
- Minimum of 4 years of experience in employee benefits (Retirement Fund administration).
- Minimum of 4 years of experience in employee benefits (Extensive expertise in ensuring regulatory compliance with SARS and FSCA standards).
Duties & Responsibilities
- Check and verify all financial and non-financial operational transactions, including client interactions, accurately and within the agreed turnaround times and service level agreements, ensuring no daily backlog in quality queues.
- Accurately apply annual increases to ensure members receive correct salaries.
- Administration of the Annuity business, which includes monthly pension payments and death claims.
- Ensure that monthly payslips and annual tax certificates are sent to members.
- Ensure that accurate tax deductions are checked and applied to member records.
- Monthly & quarterly reporting for customized schemes.
- Check the monthly Home Affairs, Status 2 & 3, and foreign payments file.
- Identify and clearly note gaps in transactional processing performance or service delivery, and give concise recommendations/feedback for corrections and improvements in service delivery on relevant platforms for immediate action by operations service consultants, and to allow accurate reporting on up-skilling and development to the operational management team.
- Contribute to the identification of business services process issues and development of solutions, escalating to the Quality Control Portfolio Manager to determine the best operational course of action.
- In collaboration with the Portfolio Manager, implement and take joint accountability for the service response to the Momentum Corporation Operational business strategy.
- Contribute and ensure compliance with relevant legislation and risk mitigation strategies.
- Deliver on service level agreements to ensure that the overall client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
- Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
- Adopt a performance culture that exceeds service delivery expectations, maintaining high-quality output within the service level agreement.
- Adopt a culture of accountability for personal, regional, and cross-regional queue management to ensure full turnaround time of quality control items is maintained.
- Understand the impact of the quality effort on overall client experience.
- Take full accountability for personal management of own service standard delivery.
- Build strong relationships through providing consistent and accurate, concise recommendations/feedback, expressing positive expectations to improve the overall high-quality client service experience.
- Exceed client expectations by adopting a cross-regional team culture.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of operational process changes, industry, and legislation knowledge.
- Contribute to continuous innovation through the development, sharing, and implementation of new ideas.
- Take ownership for driving career development.
- 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.
- Check and verify all operational processes and client interactions timeously and accurately to avoid re-works and late processing penalties.
- Adopt a culture of excellence, ensuring zero defects / errors in the overall client experience from Momentum Corporate operational teams.
Competencies
- Collaboration.
- Customer orientation.
- Impact and influence.
- Accountability.
- Adaptability.
- Attention to detail.
- Communication skill
Deadline:1st September,2025
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Role Purpose
- As a Service Account Manager (SAM) at Momentum Wealth Specialised Investments (SI), you will play a pivotal role in representing our brand to esteemed Financial Advisers. Your primary goal will be to foster client loyalty and maximise satisfaction by consistently delivering exceptional, world-class service, of the highest quality, in every interaction. You will embody the principle that investing is personal, emphasising our commitment to caring for our clients and their needs.
Key responsibilities of your role include:
- Relationship Building: Cultivating strong, trusting relationships with a portfolio of Financial Advisers and their administrative teams. You will engage regularly to enhance their experience, foster loyalty, and support your Advisers in choosing and retaining Momentum Wealth as their service provider of choice.
- Client Engagement: Ensuring that every interaction reflects our dedication to exceptional service. You will go above and beyond to make Advisers, and their clients feel valued and understood, demonstrating that our service commitment is central to everything we do.
- Digital Adoption Promotion: Actively promoting and encouraging the adoption of our digital offerings. You will collaborate closely with Advisers, their admin staff, and Channel Partners to help increase the efficiency and accessibility of our digital solutions, ensuring that our partners are well-equipped to thrive in a digital-first environment.
- Inquiry Management: Handling inquiries and processing instructions across multiple servicing channels in a fast-paced environment. You will ensure that all requests are evaluated and responded to promptly, maintaining the quality and timeliness that defines our service standards.
- Accurate Processing: Managing the accurate processing of client instructions that have not yet transitioned to digital methods. You will adhere to defined processes and procedures, ensuring compliance with quality standards and turnaround times.
- Complex Query Resolution: Addressing and resolving complex queries related to Wealth products. Your expertise and problem-solving skills will be essential in maintaining the trust and satisfaction of both Advisers and their clients.
- Through these responsibilities, you will contribute significantly to Momentum Wealth's mission to provide legendary service, enhancing the client experience and driving business growth. Your efforts in building relationships and promoting digital solutions will be instrumental in solidifying our position as the preferred service provider for Financial Advisers.
Requirements
- To qualify for the Service Account Manager position at Momentum Wealth’s Specialised Investments (SI) service, the following experience and qualifications are required:
Relevant Experience
- Investments Service: A minimum of 3 to 5 years of practical and relevant experience within the Momentum Investments service area. Familiarity with the four functional lines (Wealth, MWI, MCI, and Annuities) is advantageous, along with product, process, procedure, and system knowledge.
- Industry Experience: At least 10 years of practical and relevant experience within the broader Investment, Insurance, and Financial Services industry. Demonstrated excellence in administrative tasks and innovative client servicing and support, with experience in the investment industry (LISP) considered a plus.
- Key Account Management: Proven experience in an investment service environment where you were directly linked to a key account portfolio. This should include building strong relationships, providing personalised service, facilitating ease of business, and growing and maintaining the account.
Relevant Knowledge
- Financial Services Industry Knowledge: In-depth understanding of the financial services industry, including current trends, challenges, and opportunities. This knowledge is vital for providing informed service to clients.
- Investment Products: Comprehensive knowledge of various investment products, including their features, benefits, risks, and specifics. Familiarity with product types such as unit trusts, ETFs, structured products, personal share portfolios, living annuities and retirement annuities is essential.
- Relevant Product Knowledge: Understanding specific products offered by Momentum Wealth within the investment space, including features, advantages, limitations, and how to align these products with client needs.
- Business Procedures and Processes: Sound understanding of business-related procedures and processes within the financial services context, ensuring efficient service delivery and operational effectiveness.
- Complaints Handling Processes: Knowledge of complaints handling processes and procedures, including effective strategies for resolving client issues. This includes understanding escalation procedures, documentation requirements, and strategies for recovering client trust.
Digital Skills
- Familiarity with and knowledge of digital capabilities in service delivery. Experience in using technology effectively to enhance client experiences.
- Tech Proficiency: Being tech-savvy with the ability to troubleshoot and resolve issues efficiently. A strong aptitude for finding workable solutions using technology.
Regulatory and Compliance
- Knowledge of relevant regulatory frameworks and compliance requirements that govern the financial services industry.
- Comprehensive knowledge and understanding of legislation within the insurance and investment industries, including but not limited to:- Protection of Personal Information Act (POPIA), General Data Protection Regulation (GDPR), Treating Customers Fairly (TCF), Financial Intelligence Centre Act (FICAA), Know Your Customer (KYC), Anti-Money Laundering (AML), Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), Financial Advisory and Intermediary Services Act (FAIS), etc.
Educational Background
- A minimum of a Grade 12 certificate is non-negotiable.
- A Bachelor of Commerce in Finance/Investments or related degree or relevant tertiary qualifications is advantageous.
Learning Agility
- Demonstrated ability to quickly learn and understand new systems and processes with confidence and ease.
Computer Literacy and Skills:
- Advanced dual-screen navigation and typing skills.
- Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint, Outlook, and Teams) at an advanced level.
Duties & Responsibilities
- Exceptional Customer Service: Deliver positive, seamless, and professional customer service in every interaction, ensuring your responses are timely and considerate.
- Consistent Client Experience: Maintain a differentiated client experience even in a pressurized, fast-paced, and deadline-driven environment.
- Thoughtful Communication: Compose personalised, thoughtful telephonic and email responses tailored to the diverse needs of clients.
- Client Confidentiality: Uphold client confidentiality in all interactions and processes, reinforcing trust and security.
- Adviser Portfolio Responsibility: Manage your own portfolio of Advisers while collaborating effectively with the broader SI service team to ensure uninterrupted service delivery.
- Accurate Processing: Capture and process valid client instructions accurately and efficiently on the first attempt, consistently exceeding service-level timelines and quality standards.
- Information Gathering: Request and gather any necessary information and documentation, adhering strictly to legislative, compliance, and risk guidelines.
- Client Communication: Keep clients (Advisers, admin staff, and Channel Partners) informed throughout the process, ensuring they are aware of every step taken.
- Digital Adoption Support: Promote and guide your Adviser portfolio and stakeholders towards digital solutions. Work collaboratively to identify challenges and develop effective solutions, troubleshooting digital obstacles to enhance adoption.
- Team Collaboration: Support your Wealth service team in processing tasks as needed, contributing to a collective effort to create a centre of excellence in service delivery.
- Regulatory Compliance: Adhere consistently to all product, legislative, risk, and compliance processes and procedures.
- Client-Centric Principles: Implement Client Centric and Treating Customers Fairly principles in all dealings to ensure fair and transparent service.
- Risk Management: Take personal responsibility for managing reputational and financial risks related to client interactions and instruction processing.
- Performance Accountability: Own personal responsibility for meeting daily and monthly targets related to production, quality, and client satisfaction.
- Team Contributions: Actively contribute toward the Wealth and SI teams’ goals, taking joint responsibility for achieving collective deliverables.
- Problem Resolution: Research, follow up, and resolve client inquiries efficiently, involving all relevant stakeholders and providing continuous feedback.
- Client Service Improvement: Participate in initiatives to identify improvements that enhance the client service experience, increase operational efficiency, and mitigate risks.
- Self-Development: Commit to personal growth by actively seeking opportunities for improvement in knowledge and skills relevant to your role.
- Expertise Development: Continuously enhance your professional understanding of products, processes, compliance, and industry legislation to provide informed service.
- Alignment with Values: Embrace and embody the Momentum Group values: Accountability, Diversity, Excellence, Integrity, Innovation, and Teamwork in all aspects of your role.
Competencies
- Service Excellence Orientation: Exhibits a strong passion for service and a commitment to service excellence. Demonstrates a positive “will do, can do” attitude, inspiring others to achieve high standards in every task and interaction.
- Collaboration and Team Spirit: Works effectively with all stakeholders, showing genuine interest in others. Builds strong team relationships and fosters a supportive and inclusive team environment.
- Proactivity and Adaptability: Takes initiative in providing personalized service and is adaptable to the continuously changing environment. Embraces change as an opportunity for growth and improvement.
- Independent and Team Work Balance: Works well both under supervision and independently. Displays the ability to collaborate as a member of a team while also managing tasks autonomously.
- Effective Networking: Establishes productive relationships with clients and colleagues, demonstrates effective networking capabilities within and outside the organization, and relates well to individuals at all levels.
- Organisational Skills: Highly organised, professional, and efficient. Demonstrates a strong sense of urgency and exceptional time management skills to prioritise tasks effectively.
- Attention to Detail: Maintains a high level of attention to detail, ensuring quality work output in all tasks performed, which is critical for maintaining client trust and service integrity.
- Honesty and Integrity: Upholds the highest standards of honesty and integrity in all interactions, respecting client confidentiality and the affairs of Momentum Group.
- Resilience and Tenacity: Demonstrates resilience in overcoming obstacles and setbacks. Maintains productivity and commitment in a high-pressure and stressful environment.
- Ethical Conduct and Values Alignment: Adheres to organizational principles and values, acting with integrity and championing diversity in all professional dealings.
- Effective Communication Skills: Presents and communicates information clearly and fluently in both spoken and written forms. Relays information in a constructive and confident manner.
- Analytical Skills: Capable of analysing verbal and numerical data, breaking down complex information into manageable components. Probes for further information and develops practical solutions to problems.
Deadline:1st September,2025
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Role Purpose
- We are seeking an individual to join our team on a temporary basis for a period of three months to support us during a project. As an Institutional Client Due Diligence (CDD) Specialist, you will leverage your expertise in institutional investments and in-depth knowledge of regulatory frameworks, including Know Your Client (KYC), Anti-Money Laundering (AML), and FICA, to fulfill a critical administrative function. The primary responsibility of this role is to facilitate the seamless onboarding of clients while maintaining the highest levels of regulatory compliance and data management when handling client data and ensuring exception service to our institutional clients.
Requirements
Qualifications, Experience and Knowledge
- Relevant business degree.
- Legal or compliance qualification will be advantageous.
- 5 years investments / financial services with at least 3 years’ experience in an Anti- Money Laundering (AML), Know Your Client (KYC) and Client Due Diligence (CDD) environment.
- Sound and in-depth understanding of the FICA, Anti-Money Laundering, Terrorism Financing Control regulations and FIC guidance notes.
- Experience in client servicing/reporting.
- Good understanding of Institutional clients KYC requirements.
Duties & Responsibilities
- Responsibilities and Work Outputs
- Respond to client queries and ensure that they are resolved timeously and effectively.
- Advise back-office teams on changes in client investment mandates and ensure changes are affected accordingly.
- Prepare monthly and quarterly client reports for all investment clients.
- Prepare client fund fact-sheets and customised reports on investment products.
- Identifying potential risks related to client onboarding and data. You will implement measures to mitigate these risks effectively.
- Provide support to the client facing team for the onboarding of new clients and investors.
- Communicate the sign-up process to clients and set client expectations for their onboarding experience.
- Demonstrate an understanding of the CDD/AML procedures at all times, and ensure that high risk matters receive appropriate level of attention escalation and sign off.
- Be able to apply risk-based approach independently when reviewing CDD.
- Ensure clients receive high-quality onboarding and offboarding experience.
- Perform basic and enhanced Know Your Customer (KYC) due diligence for new and existing clients.
- Conducting screenings against sanctions lists and risk rating of clients.
- Report any potential suspicious or unusual transactions or activity to the Compliance Manager.
- Analyse the daily cash transactions report in order to identify cash threshold transactions above the prescribed limit.
- Ensure records are kept up to date and accurate, that client refreshment and maintenance is done as required.
- Maintenance of FICA, KYC documents. Be responsible for ongoing reviews and be responsible for the end to end process.
- Provide input into FICA-related projects.
- Stay current with all regulatory changes and requirements around client KYC.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with all clients and stakeholders to ensure client expectations are managed.
- Ensure all risks are mitigated and escalated as and when neccessary.
- Keep abreast of Momentum Investments products and process changes in order to effectively and accurately respond to client queries.
- Positively influence and manage change and offer specialist support where required.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Live the business values and GRITx
- Other duties consistent with the role where required and/or requested by the manager to achieve business objectives.
Competencies and Skills
- Attention to detail.
- Accountability.
- Customer orientation.
- Planning and organising skills.
- A high degree of self-motivation and can work independently of supervision.
- Delivering results & meeting customer expectations.
- Working with people and relationship building.
- Proactive.
Deadline:1st September,2025
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Role Purpose
- To provide effective and efficient service to clients by receiving, evaluating and responding to enquiries timeously and to ensure monthly reconciliation are conducted and annuity payments are processed.
Requirements
- Matric or NQF level 4
- 2 Years' administration experience in a Client Service environment
- Proficient in Excel
- Knowledge of medical aid and/or pension funds will be an advantage
- Employee Benefits experience will be an advantage
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Administration of Annuity business which includes monthly pension payments and death claims.
- Send monthly pay slips, annual tax certificates and increase letter to members timeously.
- Accurately load new member information and amend current member information on the system in order to maintain annuitants records.
- Ensure that the monthly pay run balances is submitted timeously for checking and approval.
- Complete monthly medical aid reconciliations and balance monthly billing received from the relevant medical aid.
- Effectively and efficiently resolve client queries within agreed turnaround times to ensure client satisfaction and retention.
- Adhere to policies and procedures and take corrective action where necessary to mitigate risks.
- Ensure all monthly registers are up to date and follow up items are actioned.
- Ensure that the call centre service factor remains above 95% by providing clients with efficient service.
- Process admin fees within agreed turnaround time.
- Take ownership of all client service requests and ensure that it is resolved timeously and effectively.
- Provide relevant information and documentation as requested, in line with relevant guidelines.
- File and maintain all relevant documentation, enabling ease of access by team members.
- Accurately complete all administrative and reporting requirements within agreed timeframes, as per the Annuities SLA document and process documents.
- Identify and report process and system failures and enhancements to improve client experience.
- 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 culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Effectively attend to enquiries via call centre and team mailbox within agreed timeframes.
- 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
- Planning and organising
- Written and verbal communication skills
- Teamwork
- Attention to detail
- Client orientation
- Accountability
Deadline:3rd September,2025
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Role Purpose
- To ensure seamless coordination, administration, and compliance of MFP’s professional development and regulatory training initiatives for Financial Advisers. The role supports the effective implementation of Product Specific Assessments (PST) and Continuous Professional Development (CPD) programs, Financial Planning Institute (FPI) membership management, and TalentLMS platform operations to maintain a fit and proper adviser force in line with FAIS and internal standards.
Requirements
- National Diploma or Degree.
- ETDP Qualification or relevant Training/LMS Qualification/Accreditation or relevant Qualification.
- Relevant FAIS accreditation or knowledge (Advantageous).
- 2+ years in a corporate learning, training, or regulatory compliance environment.
- 4+ years Experience with LMS platforms (e.g., TalentLMS).
- Familiarity with CPD, PST, and FAIS Fit & Proper requirements.
Duties & Responsibilities
TalentLMS Support
- Provide platform support to all learners.
- Train new admins/instructors on TalentLMS or subsidiary platforms e.g., Liscoe (Claims, Retentions Team Myriad PST Assessment), ConsultM (Momentum Group Compliance Training).
MFP Induction
- Build and maintain the induction learning path as per guidance from the MIFP Head.
- Enroll new recruits as per the learning programme calendar.
- Deliver LMS demonstrations to new advisers and provide TalentLMS support.
- Collaborate with Induction Programme leaders to ensure timely enrollments and be available for Teams calls where Advisers are needing support on the system
FPI Corporate Account Management
- Maintain the FPI membership list for MFP and Momentum Head Office staff.
- Attend monthly FPI business development meetings.
- Initiate the annual FPI membership renewal communication campaign in collaboration with MFP Marketing and Provincial PAs.
- Maintain good communication and relationship with the FPI partners.
PST Administration
- Manage the MIFP Accreditations mailbox and attend weekly Fit & Proper Forum meetings.
- Load new PSTs and Product Updates as per process.
- Enroll and communicate with MFP Advisers as per enrollment lists.
- Process all PST grids and enrollments for new and existing advisers.
CPD Administration
- Manage the MIFP CPD Queries mailbox.
- Generate invoices for CPD credit submissions.
- Generate and process event invoices and registrations via the FPI portal.
- Submit new CPD applications on the FPI portal.
- Communicate approved CPD programmes to requesters.
- Enroll attendees in CPD assessments via TalentLMS and/or issue certificates accordingly.
- Coordinate with the Investments Events team where required on CPD events.
- Coordinate with MFP Marketing and FPI on Ethics CPD events (3.5 – 5 CPD hours) annually.
MDS Fit & Proper Mailbox Oversight
- Manage the MFP Fit & Proper mailbox.
- Register new brokers (MDS/ConsultM) and link them to the correct Momentum product assessments.
- Coordinate with FAIS-Exchange for progress reports and PST updates.
- Liaise with MDS Compliance to verify product competency.
- Distribute PSTs/Product Updates to Fais-Exchange and Nedbank Plumbline and test for readiness before publishing.
- Maintain good communication and relationship with the FPI partners.
Competencies
- Strong organisational and administrative skills.
- Excellent written and verbal communication.
- Proficient in MS Office, especially Excel and LMS platforms.
- High attention to detail and ability to manage multiple workflows.
- Strong interpersonal skills and ability to liaise across teams.
- Self-motivated, disciplined, and able to work independently.
Deadline:2nd September,2025
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Role Purpose
- Provide administrative and operational support in managing user access to transactional systems, ensuring compliance with security policies and procedures.
Requirements
- Currently studying towards or recently completed a Diploma/Degree in Information Technology, Computer Science, or a related field.
- Basic understanding of IT systems and networks.
- Awareness of data security and confidentiality principles.
Duties & Responsibilities
PROCESS
- Capture and update user access requests on relevant systems, based on approvals from authorised personnel.
- Perform routine access reviews to ensure active accounts are valid and in line with company policies.
- Assist in compiling access reports for audits and compliance checks.
- Maintain accurate records of access changes and related documentation.
CLIENT
- Respond to and resolve access-related queries within agreed service levels.
- Escalate complex issues to senior staff when necessary, ensuring timely follow-up with the requester.
PEOPLE
- Build and maintain collaborative relationships with IT, HR, Compliance, and other stakeholders.
- Seek guidance from senior team members to continuously improve knowledge and performance.
FINANCE
- Use company resources (time, systems, and equipment) efficiently and responsibly.
Competencies
- Attention to detail and accuracy in data entry.
- Good communication and interpersonal skills.
- Ability to follow procedures and work systematically.
- Basic problem-solving skills.
Deadline:1st September,2025
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Role Purpose
- Lead and manage a team of Financial Advisers to provide clients with compliant financial planning and product solutions. To grow and manage Momentum footprint through an increase in new business by generating advice opportunities as well as the recruitment of new advisers, to support the delivery of a client experience focused on financial wellness.
Requirements
- Relevant bachelor’s degree required (sales, marketing or related field) (The qualification must be recognised by the FSCA)
- RE5 required
- RE1 (6 months to be completed)
- Class of Business certificates (where applicable)
- 5 years’ experience in the retail industry preferred,
- Proven track record in industry related sales management and recruitment of advisers will be an advantage
- In depth industry knowledge
Duties & Responsibilities
Implement tactics to develop and maximize the MFP network new business while maintaining client relationships (Internal):
- To manage and grow new business volumes within the respective branch through the allocated agents within the branch, the appointment and vesting of new agents, whether New to the Industry (NTI)or New to Momentum (NTM). (all products)
- To manage and grow existing portfolios of clients (cross and upsell) within the respective branch through the allocated agents and ensure a Long-Term persistency of >90% for all products. (all products)
- To continue to grow and retain the footprint of the branch by actively recruiting NTI and NTM advisers into the branch
- Ensure compliance with FAIS and related legislation at all times, in all aspects of the business
- Manage expenses within allocated budget
- Act as the primary communication channel between Momentum and the allocated advisers in the branch.
- Manage leads/prospects allocation conversion and follow ups.
- Ongoing motivation, communication and inspiration to allocated agents within the branch to create an environment of over achievement, trust and care.
- Manage the relationship and engagements with advisers within respective branch.
- Responsible for assisting the Provincial Head in the implementation of the Strategic goals i.e. myriad, vertical integration and other relevant allocated tasks;
- Responsible for adoption and driving the usage of digital platforms and tools
- Be the custodian of the MFP Culture in the branch
- Develop plans and tactics for the achievement of sales targets through opening new markets/demographics
- In partnership with Advice Manager, enable and drive the supervision process for all advisers under supervision
- Actively drive Business Continuity by ensuring all practices have formal succession plans in place and practices transition effectively and sustainably
Engage with financial advisers in a client centric manner, improving client growth, engagement and retention:
- Engage with internal and external stakeholders to identify opportunity for growth and provide relevant sales support what does this mean?
- Build and maintain relationships with advisers to deliver on service level agreements Not sure what this means
- Execute a compelling and motivational rewards and recognition strategy aimed at advisers
Effectively lead team (People):
- Cultivate strong, professional relationships with key stakeholders across various networks to enhance collaboration, drive alignment, and support adviser growth.
- Embed a high-performance culture by instilling discipline, accountability, and a results-driven mindset to drive adviser effectiveness.
- Create a motivating and supportive work environment that energizes advisers, minimizes disruptions, and maximizes productivity through structured mentorship and capability-building.
- Lead with transformational leadership behaviours, demonstrating personal commitment and dedication to organizational values while inspiring advisers and sales managers to excel.
- Champion a culture of continuous learning and best practices, fostering an environment that encourages development, innovation, and operational excellence.
Ensure Efficient and Effective Practice (Finance):
- Support the Momentum Financial Planning and advice strategy
- In partnership with Advice manager, support compliance in line with relevant strategy
- In partnership with Advice manager, implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure much of the same.
Competencies
- Business Acumen
- Customer/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
Deadline:2nd September,2025
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Role Purpose
- As our company expands its national short-term insurance franchise network and enhances its franchise value proposition, we are seeking a Franchise Enablement Consultant to support the successful execution of our enablement strategy across the franchise network by embedding the franchise value proposition, driving best practices, promoting technology adoption and ensuring consistent franchise performance aligned with regulatory standards and strategic objectives.
Requirements
Qualifications and Experience
- Business related qualification e.g. Business Administration, Insurance, Operations Management, Risk management or related field
- RE5 essential
- Short-term insurance experience essential
- 3 – 5 years’ experience in a client facing, operations, training or enablement role
- Exposure in supporting decentralised teams or multi-branch operations
Other
- Valid driver’s license
- Willingness to travel nationally
Duties & Responsibilities
The successful incumbent’s key areas of performance include:
Value Proposition Enhancement & Delivery:
- Proactively embed, support, and monitor franchise engagement with the value proposition.
- Guide franchises in leveraging the full site of Consult’s operational, Marketing and Compliance support
- Build strong relationships with Advisers
- Provide tailored support to Franchises
- Facilitate regular Franchise check-ins, progress reviews and feedback sessions
- Serve as the primary point of contact for franchise enablement, ensuring seamless operational support and guidance.
Franchise Vesting & Capability Development:
- Embed and monitor operational standards across the franchise network
- Identify performance gaps and collaborate on improvement plans
- Monitor franchise adherence to operational standards, identifying areas for improvement and implementing corrective measures where necessary
- Identify, assess, and mitigate operational and advice risks within the franchise network to ensure compliance with organisational and regulatory standards
- Provide guidance and training to franchises on risk-related policies, procedures, regulatory expectations, best practices and support on the effective use of our technology ecosystem
- Investigate incidents and non-compliance and implement corrective actions to prevent recurrence
- Conduct regular engagement sessions to track franchise progress throughout onboarding phase and ensure a smooth transition and full integration of business processes
- Facilitate knowledge sharing and peer learning between Franchises or Advisers
- Contribute to continuous improvement of enablement strategy
- Monitor Technology utilisation and troubleshoot user issues
- Encourage efficient, tech enabled operations within each franchise
- Monitor Technology utilisation and troubleshoot user issues
The successful incumbent must be able to align to a principals-based environment and work in a culture that stands for the following principles:
- Client First
- Integrity and fairness
- Objectivity
- Competence
- Confidentiality
- Diligence
- Transparency
- Professionalism
Skills and Competencies
- Strong Interpersonal and Relationship Management skills
- Practical understanding of short-term insurance processes
- Excellent communication skills
- Tech Savy (Comfortable using InsureTech platforms) and comfortable with training others on digital tools
- High attention to detail
- Strong sense of initiative and accountability
Deadline:31st August,2025
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Role Purpose
- As a Death Claim Service Specialist at Momentum Wealth Technical Support Service, you will play a crucial role in the receipt, review, and processing of Wealth death claims associated with both Voluntary and Compulsory products. Your work will directly impact the quality of service delivered to our clients and their beneficiaries during a sensitive time, emphasising our commitment to a personal and compassionate approach to investing.
- This role is integral to ensuring that beneficiaries receive timely and compassionate service during a challenging time. By upholding the highest standards in claim processing, within the prescribed turnaround time, with a personal caring touch, you contribute to the overall mission of ‘to us, it is personal’.
Requirements
Relevant Knowledge
- Relevant Product Knowledge: Understanding specific products offered by Momentum Wealth (local and international) within the investment space, including features, advantages, limitations, tax and fees impact, etc.
- Relevant Business Procedures and Processes: Sound understanding of business-related procedures and processes within the Momentum Wealth (local and international) services context, ensuring efficient service delivery and operational effectiveness.
- Relevant Systems: In-depth knowledge and understanding of the Wealth systems (local and international), its features, and the outcome of your actions.
- Investment Products: Comprehensive knowledge of various investment products, including their features, benefits, risks, and specifics. Familiarity with product types such as unit trusts, ETFs, structured products, personal share portfolios, living annuities and retirement annuities is essential.
- Financial Services Industry Knowledge: In-depth understanding of the financial services industry, including current trends, challenges, and opportunities. This knowledge is vital for providing informed service to clients.
Relevant Experience
- Investments Service: A minimum of 4 years of practical and relevant experience within the Momentum Investments service area. Familiarity with the four functional lines (Wealth, MWI, MCI, and Annuities) is advantageous, along with product, process, procedure, and system knowledge.
- Industry Experience: At least 10 years of practical and relevant experience within the broader Investment, Insurance, and Financial Services industry. Demonstrated excellence in administrative tasks and innovative client servicing and support, with experience in the investment industry (LISP) considered a plus.
Regulatory and Compliance
- Knowledge of relevant regulatory frameworks and compliance requirements that govern the financial services industry.
- Comprehensive knowledge and understanding of legislation within the insurance and investment industries, including but not limited to:
- Protection of Personal Information Act (POPIA), General Data Protection Regulation (GDPR), Treating Customers Fairly (TCF), Financial Intelligence Centre Act (FICAA), Know Your Customer (KYC), Anti-Money Laundering (AML), Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), Financial Advisory and Intermediary Services Act (FAIS), etc.
Educational Background
- A minimum of a Grade 12 certificate is non-negotiable.
- A Bachelor of Commerce in Finance/Investments or related degree or relevant tertiary qualifications is advantageous.
Learning Agility:
- Demonstrated ability to quickly learn and understand new systems and processes with confidence and ease.
Computer Literacy and Skills:
- Advanced dual-screen navigation and typing skills.
- Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint, Outlook, and Teams) at an advanced level.
Duties & Responsibilities
Task Description:
Initiate Claims:
- Receive and index death claim requests, creating an 'Investment Death Claim' task for each case.
Acknowledge Receipt:
- Send an email to the claimant or the sender of the instruction to confirm receipt of the death claim request.
Register Date of Death:
- Once a copy of the death certificate is received as proof of the investor's passing, register the date of death in the system.
Process Claims:
- Handle death claims for both voluntary and compulsory products, ensuring adherence to all applicable guidelines.
Forex Beneficiary Claims:
- Process claims related to Forex beneficiaries as required.
Draft Resolutions:
- Prepare resolutions for the stabilization funds (specifically the Retirement Annuity Option and Retirement Preservation Option) and present them to the Trustees.
Communication:
- Maintain effective communication with advisers, clients, and third-party financial service providers (FSPs) to address any outstanding requirements via phone and email.
Minimize Issues:
- Actively work towards reducing any possible losses and manage escalations or complaints to ensure a smooth operational process.
Follow established procedures:
- Ensure that all tasks are completed in accordance with the set procedures to maintain consistency and compliance in the death claim process, and to minimise risk of fraud, etc.
- Use the standard death claims checklist to verify that each step of the claim process is verified and completed accurately.
- Adhere to the four-eye principle by conducting a peer review of death claims. This quality control measure is essential for minimising errors, reducing our risk, and ensuring both accuracy and a positive service experience for beneficiaries.
Provide Feedback:
- Report daily on stats related to claim processing and outcomes.
Achieve Targets:
- Meet personal daily and monthly production, quality, and client satisfaction targets.
Service Level Compliance:
- Familiarise yourself with the prescribed SLAs for processing death claims.
- Track the processing time for each request to ensure compliance with SLAs.
- Communicate proactively with relevant stakeholders if death claims are at risk of exceeding their SLA.
Tools and Systems Usage:
- Utilise Jira, Gemstone, and BPM systems accurately to record incidents, track progress, and document the death claim process.
- Ensure all entries in these systems are complete and reflect the correct status of the actions taken.
- Validate data in the systems regularly to avoid errors and maintain data integrity.
Participate in Projects and Reporting:
- Be involved in continuous improvement projects aimed at optimising the death claim process.
- Provide feedback based on your experiences to enhance operational efficiency.
- Generate regular reports on death claim processing statistics, trends, and issues to share with management and stakeholders.
Collaboration and Support
- Set up regular meetings with the death claims, forensics and risk teams to discuss ongoing issues and collectively brainstorm solutions to complicated problems.
General responsibilities
- Exceptional Customer Service: Deliver positive, seamless, and professional customer service in every interaction, ensuring your responses are timely and considerate.
- Consistent Client Experience: Maintain a differentiated client experience even in a pressurized, fast-paced, and deadline-driven environment.
- Client Confidentiality: Uphold client confidentiality in all interactions and processes, reinforcing trust and security.
- Accurate Processing: Capture and process valid instructions accurately and efficiently on the first attempt, consistently exceeding service-level timelines and quality standards.
- Information Gathering: Request and gather any necessary information and documentation, adhering strictly to legislative, compliance, and risk guidelines.
- Team Collaboration: Support the Wealth service team in processing tasks as needed, contributing to a collective effort to create a centre of excellence in service delivery.
- Regulatory Compliance: Adhere consistently to all product, legislative, risk, and compliance processes and procedures.
- Client-Centric Principles: Implement Client Centric and Treating Customers Fairly principles in all dealings to ensure fair and transparent service.
- Risk Management: Take personal responsibility for managing reputational and financial risks related to client interactions and instruction processing.
- Performance Accountability: Own personal responsibility for meeting daily and monthly targets related to production, quality, and client satisfaction.
- Team Contributions: Actively contribute toward the Wealth teams’ goals, taking joint responsibility for achieving collective deliverables.
- Problem Resolution: Research, follow up, and resolve client inquiries efficiently, involving all relevant stakeholders and providing continuous feedback.
- Client Service Improvement: Participate in initiatives to identify improvements that enhance the client service experience, increase operational efficiency, and mitigate risks.
- Self-Development: Commit to personal growth by actively seeking opportunities for improvement in knowledge and skills relevant to your role.
- Expertise Development: Continuously enhance your professional understanding of products, processes, compliance, and industry legislation to provide informed service.
- Alignment with Values: Embrace and embody the Momentum Group values: Accountability, Diversity, Excellence, Integrity, Innovation, and Teamwork in all aspects of your role.
Competencies
- Service Excellence Orientation
- Collaboration and Team Spirit
- Proactivity and Adaptability
- Independent and Team Work Balance
- Effective Networking
- Organisational Skills
- Attention to Detail
- Honesty and Integrity
- Resilience and Tenacity
- Ethical Conduct and Values Alignment
- Effective Communication Skills
- Analytical Skills
Deadline:1st September,2025
Method of Application
Use the link(s) below to apply on company website.
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