Job Openings at Momentum Metropolitan Holdings Limited

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)
• 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.

go to method of application »

Requirements

• Bachelor's degree in Business (MBA preferred)
• 8-10 years’ experience in retail investments distribution, with a proven track record of driving successful strategies.
• In-depth knowledge of financial markets, investment products, and regulatory requirements.
• Strong leadership and management skills, with the ability to inspire and lead a high-performing team.

Duties & Responsibilities

Strategic Leadership:

• Develop and execute the strategic vision for Retail Investments Distribution Enablement in alignment with the overall organisational goals.
• Collaborate with senior leadership to define and implement strategies that enhance market presence, client acquisition, and revenue growth.

Distribution Channel Optimisation:

• Evaluate and optimise existing distribution channels, identifying opportunities for expansion and improvement.
• Introduce innovative distribution models to reach new customer segments and enhance the overall customer experience.
• Engage with relevant channel stakeholders to implement and influence Momentum Investments strategy.

Product Knowledge and Training:

• Ensure the Retail Distribution team are equipped with deep product knowledge on the Momentum Investments products.
• Develop and implement training programs to enhance the product knowledge and sales skills of the distribution team and empower the distribution networks.

Technology Enablement:

• Stay abreast of technological advancements in the financial industry and implement relevant tools to streamline distribution processes.
• Collaborate with IT teams to develop and maintain technology platforms that support distribution activities.

Cross-functional Collaboration:

• Collaborate with product development, marketing, and customer service teams to ensure seamless integration of retail investment products into the overall business strategy.
• Foster strong relationships with key stakeholders to drive collaboration and achieve common objectives.

Performance Metrics and Reporting:

• Establish key performance indicators (KPIs) to measure the success and efficiency of retail distribution activities.
• Provide regular reports to senior management on the performance of distribution channels and recommend improvements as needed.

go to method of application »

Requirements

• Grade 12 or equivalent.
• A relevant tertiary qualification.
• Experience working in a call center and/or debt collection environment and/or proven aptitude.
• MS word, excel, power point, outlook.
• Knowledge of Retirement Fund, Provident, and Preservation Fund policies including Section 37C.

Duties & Responsibilities

1.  Perform tracing and tracking duties.
2.  Verifying successfully contacted and traced members
3.   Provide service delivery to customers through tracing and locating clients using contact and
personal details.
4.    Trace, track, and gather the client’s personal and contact details.
5.    Resolve tracing and tracking issues to serve customers better.
6.    Ensure compliance of company guidelines and policies.
7.    Processing payments and retention policies and procedures
8.    Ensure a transfer and effective coordination of handover processes to Momentum Financial Planners where applicable.

9. Participate and contribute to a culture that builds rewarding relationships.

10. Build and maintain relationships with internal and external stakeholders.

11. Deliver service-level agreements applicable to internal and external stakeholders to ensure that client expectations are managed.

12. Build and maintain productive and collaborative working relationships with peers and stakeholders

13. Positively influence and participate in change initiatives.

14. Take ownership of driving career development.

15. Live the MMI values namely: Accountability, Diversity, Excellence, Integrity, Innovation, and Teamwork.

go to method of application »

Requirements

• Bachelor’s degree in information technology, Business Administration, or a related field.
• 3-5 years of experience in a role involving project coordination, technology implementation, or digital enablement.
• Experienced in building solution on Microsoft PowerApps, PowerBI and Share Point.
• Knowledge of the investment industry is a preference.

Duties & Responsibilities

Implementation Support:

• Collaborate with the Head of Digital Enablement to execute digital transformation initiatives in line with the established roadmap.
• Assist in the planning and execution of projects, ensuring adherence to timelines and project milestones.

Technology Integration:

• Work closely with IT teams to facilitate the integration of technology solutions that support digital enablement.
• Provide technical expertise to ensure seamless implementation and functionality of digital tools and platforms.

Data Management:

• Contribute to the effective management and utilisation of data as part of digital initiatives.
• Collaborate with data teams to ensure data quality, integrity, and compliance with relevant regulations.

Stakeholder Collaboration:

• Engage with business units and stakeholders to understand their specific needs and challenges related to digital enablement.
• Provide support and guidance to internal teams during the adoption of new digital solutions.

Training and Knowledge Transfer:

• Assist in developing training materials and resources to support the onboarding and upskilling of teams in new digital technologies.
• Conduct training sessions to ensure that end-users are proficient in using digital tools.

Project Coordination:

• Coordinate project activities, monitor progress, and communicate updates to relevant stakeholders.
• Assist in resolving issues and challenges that may arise during the implementation phase.
• Documentation and Reporting:
• Maintain comprehensive documentation of digital enablement processes, procedures, and outcomes.
• Contribute to the preparation of regular reports on project status and key performance indicators.

go to method of application »

Requirements

• Nearly qualified Actuary/Qualified CA with 3 to 5 years' experience required
• Life insurance specific experience will be highly advantageous
• Experience in reporting
• Experience in IFRS 17 would be advantageous
• Listed company experience preferable

Duties & Responsibilities

• Support the integrated reporting process, including the management and review of business' submissions of data/reports.
• Assist in drafting commentary for quarterly operating updates, interim and year-end results. This would include identifying trends/highlighting variances and presenting explanations for these.
• Monitor and review analyst reports and other industry reports to establish whether information needs can be addressed through providing additional disclosure in the integrated report and / or results announcements and presentations.
• Maintain analyst consensus model.
• Assist with the compilation of timeous responses to investors and analysts' queries.
• Maintain a thorough understanding of the performance drivers behind the Group’s financial results to interrogate analysts forecasts.
• Assist in the preparation of internal materials to report on investor feedback and shareholder register movements.
• Monitor peer group activity and issues impacting the sector including reviewing key financial, strategic and operational fundamentals of peers.
• Deliver timeous, accurate and value-adding analysis and insight to stakeholders.
• Provide ad-hoc analysis and insight on specific issues.
• Monitor IR best practices and identify opportunities to enhance and improve internal and external processes.

go to method of application »

Requirements

• Diploma or degree in Office Administration, Secretarial or related
• 2-3 years relevant experience (essential)
• Knowledge of Microsoft Office Suite (essential)
• Knowledge of relevant business specific systems (e.g payments systems etc.)
• Knowledge of Compliance & Regulations within the CSI Sector (advantageous)
• Exposure to supporting a team (desirable)
• Financial management skill (advantageous)

Duties & Responsibilities

• Engage with relevant stakeholders to collate information required for BEE reporting and audits.
• Manage the project document library, i.e., proposals, SLA’s, payment documents, etc.
• Coordinate the logistics required to manage project roll-outs, site visits, wrap-up, reporting and exiting of projects.
• Provide administrative support and coordinate CSI program activities and initiatives in line with business requirements.
• Obtain data for regulatory and finance reporting.
• Assist with queries from internal and external clients.
• Manage the MM Foundation’s mailbox.
• Process and record payments as per invoices received and ensure that proof of payments are received back from the Finance department and sent to relevant clients.
• Monthly tracking of all Invoices and payments.
• Perform audit procedures including identifying and defining issues, reviewing and analysing evidence and documenting client processes and procedures.
• Provide guidance and support to business on documentation related to compliance and reporting in line with expectations.
• Compile accurate portfolios of evidence for various CSI audits.
• Ensure all documentation complies with the requirements of the CSI principles, practices and other regulative bodies and legislation.  
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with internal and external stakeholders.
• Contribute to the process of negotiating objectives and realistic service level agreements, monitor appropriateness and recommend adjustments.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Conduct site visits when necessary.
• Work within provided budgets for executing various activities.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Key stakeholder groups: CSI Industry Professional Partners and Suppliers, Business, Employees, Foundation Board.

go to method of application »

Qualifications:

• BCom Honours (Investment Management)/ CA(SA) or equivalent.
• Working towards a CFA charter holder..

Experience:

• A minimum of 1 years' experience in equity analyses and asset management.

Duties & Responsibilities

The Equity Analyst and Assistant Portfolio Manager role involves the following:

• Being an active participant in a small but effective asset management team.
• Analyzing domestic and internationally listed companies and presenting the results to the investment team.
• Using the above analysis to construct investment portfolios.
• Updating reports used to back-up our investment process.
• Monitoring and calculating fund performance and updating fund commentaries.
• Keeping up to date with economics, market research and company news.
• Understanding and being fully conversant in various data platforms used in the investment process.
• Company research and management of investment Portfolios
• Company research, analysis, and earnings and return’s forecasting.
• Timeously producing reports used in the investment process.
• Research and portfolio management.
• Monitoring of existing investments, with the investment team.
• Monitoring portfolio mandate adherence and associated risks.
• Consulting relevant parties where remedial action in portfolios is required.
• Attending company presentations.
• Reviewing portfolio, sector and stock returns and risk.
• Provide technical support and makes recommendations
• A good technical appreciation of the economy, markets, sectors, and stocks.
• An understanding of portfolio mandates.
• A good understanding of the investment philosophy and process.
• Good presentation skills.
• Good communication skills and the ability to effectively convey investment ideas.
• To contribute to stock selection process through rigorous research and analysis.
• A thorough understanding of Excel and the ability to build complex models.

go to method of application »

Requirements

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

Duties & Responsibilities

• Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
• Take ownership of complaints and ensure they are resolved timeously and effectively.
• Provide clients with the relevant information and documentation as required in line with policy guidelines.
• Capture and update client information on relevant systems based on the data received from the client.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to legislative/compliance requirements in the service process.
• Identify and report process, system failures and enhancements to improve client experience.
• Investigate client queries within the agreed service level and ensure that clients receive timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

go to method of application »

Requirements

• Matric / Grade 12
• 3-5 Years Employee Benefits administration experience
• Orbit experience will be anadvantage
• Quality control experience in EB will be an advantage
• Intermediate to advanced Excel skills

Duties & Responsibilities

Internal Process

• Accurate & timeous analysis and reporting of agreed audit sample of specialist workflows, providing continuous feedback to stakeholders.
• Sourcing of correct data for adhoc analysis based on audit findings or behavior trends providing business with valuable input and recommendations
• Correct member records where recons were processed incorrectly
• Process bulk admin or charge corrections for a group for a specific month
• Process bulk risk charge corrections for a group for a specific month
• Merge records (Same employer)
• Reinstate members.
• Reverse auto preservation/unit portability
• Correction of S14/ROT's
• Unpicking of recons
• Process manual adjustments on bulk adjustment file
• Calculating growth loss via investment statement and on Excel and making corrections thviae bulk upload
• Identify irregularities from the bugs logged and investigate and log bugs with IT.
• Assist with the outstanding item son contributions control account.

Reporting:

• Monthly Audit Report on specialist workflows, highlighting issues to be addressed, investigating, and advising possible solutions for items to be addressed and possible system enhancements.
• Ad-Hoc report generated with full detail of findings and advising possible solutions. Align with the Write-off process to assess any issues that may require audit involvement.
• Run weekly report to clear the negative units on portfolios.
• Run weekly report to clear negatives in bank on member level.
• Run weekly report to check unitholding.

People:

• Live the Momentum values.
• Manage own performance and development.
• Maintain broad product and process knowledge