Fresh Vacancies at Momentum Metropolitan Holdings Limited

Requirements

Qualifications:

• 3-year BCom degree in the following fields: Business Management, Investments (essential)
• Honours degree is an advantage
• CFA and/or CFP is an advantage

Experience:

• 3 to 5 years' financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technology Savvy

Duties & Responsibilities

Enthuse through Brand, SME Service & Digital

• 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
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets

Enable and empower through partnership

• Momentum is seen as the business partner of choice
• SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
• Advice-led coaching competence of the IFA
• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.

Influence through coaching and learning

• IFA having the perception that Momentum are thought leaders. Good source of information.
• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

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Requirements

• Bachelor’s degree in Finance or Investments
• CFP or equivalent
• 3-5 years’ relevant experience within a LISP / wealth management environment
• Expert knowledge of international investments / products/ platforms and wealth management
• Experience within international platforms and funds
• Knowledge of local and international financial markets, economics and politics
• Expert knowledge of international product offerings and the international landscape
• Knowledge of financial instruments, local product offerings and pricing

Duties & Responsibilities

Enable the distribution capability through investment, savings and wealth management offerings.(Internal Process)

• In collaboration with the Head of Distribution Enablement, provide technical support, investment marketing and specialist support in the field in order to promote and grow investment, savings and wealth management propositions to enable the distribution strategy.
• Enable the distribution strategy to maximise revenue through the support and alignment of Momentum Investments business strategy as the wealth management philosophy.
• For Independent Financial Adviser (IFA), if applicable, develop and implement plans in accordance with overall objective and strategy to increase use of international products.
• Liaise and collaborate with distribution stakeholders to support and enable operational plans.
• Ensure the coordination and collaboration of business priorities across all business units and distribution channels.
• Drive and influence an in-depth understanding of the needs of clients, Regional managers and IC’s in the business.
• Ongoing, frequent engagement and marketing activities in support of the Momentum Wealth international proposition across the distribution channels.
• Proactive engage in external and internal collaboration to build Momentum Investments brand of exceptional client service.
• Keep abreast of trends, legislation and best practices within the financial or investment field to optimise service offering.
• Enable the tactical plans in collaboration with executive management and other relevant business stakeholders to deliver on distribution enable service delivery and achieve business objectives.
• Develop and implement approaches to identify and develop new business opportunities for Momentum’s offshore offering.
• Partner with Momentum Investments stakeholders to share knowledge, insights and address any gaps or challenges.
• Facilitate and enable initiatives aimed at equipping IC’s in business to identify and meet clients’ need and improve client engagement.
• Enable regional strategy through guiding, advising, coaching and enabling IC’s.
• Gather competitive intelligence and new product ideas from the business environment and share market insights with the Investment Distribution enablement team.
• Drive the application of good governance principles and legislative compliance within the area.

Engage with clients in a client centric manner(Client Services)

• 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.

Self-management and teamwork(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.
• Develop and mentor team administrator for their own as well as administrators group

Manage budget and implement sound financial controls(Finance)

• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

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Requirements

• Honours Degree in Finance, Commerce or related fields.
• CA (SA); Qualified Actuary; or any other relevant Professional Qualification or designation
• 5 to 7 years' experience.
• Strong technical accounting and tax knowledge.
• Experience in transaction structuring and advantage.
• Experience of working in Treasury and/or Funding at a Financial Services company an advantage.

Duties & Responsibilities

• Drive end-to-end Group funding strategy development and execution.
• Planning for funding deployment to key business segments and operating subsidiaries.
• Development and execution of Liquidity Transfer pricing strategy in conjunction with Liquidity risk management function.
• Identification of and execution of optimal external funding sources for the group.
• Perform the key business partnering role between Group BSM and segments.
• Effective partnering with business segments and subsidiaries to determine key enablement areas for Group Balance Sheet Management.
• Planning and optimisation of segment and other group companies funding requirements.
• Develop effective control of intra-group funding arrangements including execution, monitoring, collections and impairments.
• Ensure alignment of the funding activities with the capital management, business planning and performance management activities of the group.
• Support with reporting to various Management Committees, Executive Committees and Boards

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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 inMDS.
• 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
• IFAs 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