Job Opportunities at Momentum

Role Purpose    

• The Investment Development Consultant uses innovative engagement and influence techniques to market MomentumInvestments to IFAs that have potential to do business with us. They identify, cultivate, and grow this potential into fully functioning Investment panels.

Requirements    
Experience and Qualifications:

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:

• 1 to 3 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    
Connection and Engagement

• Engage every targeted Investment IFA in a structured, professional, and effective manner.
• Ensure that any block to building a partnership is removed
• Queries handled and feedback given timeously
• The Investment Development Consultant must understand the targeted IFA that we are focusing on. Understand the landscape in which we operate, the competitor environment, including but not limited to compile complete and accurate lists of IFAs to invite to Marketing events, Conferences and Summits and targeted groups, new partner discussions.
• The Investment Development Consultant must be passionate and represent the Brand with conviction
• Develop IFA retention strategies that focus on engagements that encourage IFA to keep their books with us

Enthuse through Brand, SME Service & Digital

• Ensure long-lasting, deep, and meaningful relationships with the IFA are forged through brand, Service, Digital & Relationships
• Market the level of expertise we have in the IFA office bringing energy to reinforce Momentum presence in the market.
• IFAs to move from non-active supporters to active supporters to ambassadors.
• Connection to the Brand and Digital way of work
• Showing IFA’s the best way to work with us

Influence through coaching and learning

• Ensure that IFA has the perception that Momentum are thought leaders. Good source of information.
• Investment Development Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment Development 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

Enable through partnership:

• Ensure that IFA has the perception that Momentum are thought leaders. Good source of information.
• Understand 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 very good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support the RGM in his or her planning and thinking

Competencies    

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration•Impact and influence
• Growing talent.
• Self-awareness and insight

Closing Date: 2023/05/01

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Role Purpose    
The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business. 

Requirements    
Experience and Qualifications:
Qualifications:

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

Experience:

• 3 to 5 years' financial service industry experience - must include investments 
• 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    

• Responsibilities and Work outputs
• 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

Competencies    

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent.
• Self-awareness and insight

Closing Date: 2023/05/01

go to method of application »

Role Purpose    

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

Requirements    

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

Duties & Responsibilities    
INTERNAL PROCESS

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

CLIENT

• Investigate client queries within the agreed service level and ensure that clients receive timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.

FINANCE

• Contribute to the financial planning process within area.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies    

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

Closing Date    
2023/05/03

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Role Purpose    

• Perform quality control and assurance of data on business systems, to ensure standards are met and to maintain and monitor the quality assurance process.

Requirements    
Qualifications

• Grade 12 (Matric)
• Degree in IT

Experience

• 3 years’ relevant experience (essential)
• Insurance industry experience (desirable)
• Experience in client services or quality assurance (desirable)
• Relevant product, process, system and legislation training
• ISTQB Foundation Certification in Software Testing
• ISTQB Agile tester

Requirements

• Relevant products, processes, systems and applicable legislation
• Relevant legislation that is applicable to the business area
• Legislative impact on the insurance industry
• Good understanding of AGILE and Scrum methodologies
• Familiar with testing frameworks

Skills

• Attention to detail
• Planning and organising skills
• Assertiveness
• Reporting skills
• Excel skills

Duties & Responsibilities    
INTERNAL PROCESS

• Provide independent assurance on the adequacy and effectiveness of the control environment for operational processes and procedures.
• Assess the quality of data captured on business systems against quality standards to ensure correctness of data.
• Identify, report on and monitor process and system improvements required.
• Identify any possible gaps, risks or training requirements for internal processes and procedures and engage with the relevant stakeholders to compile action plans.
• Collate information regarding quality assurance and adherence to standard operating procedures to obtain a holistic view of the operational environment.
• Report on areas of opportunity and risk within the team(s) and make recommendations to close identified gaps.
• In conjunction with the line manager provide the team with constructive feedback with regards to quality assurance assessments.
• Provide feedback and coaching to team members to achieve desired quality levels.
• Implement quality assurance processes, standards and requirements to ensure quality of the operational environment is monitored and maintained.

CLIENT

• Provide authoritative, expertise and advice to internal stakeholders.
• Build and maintain relationships with internal and external stakeholders.
• Deliver on service level agreements made with internal and external stakeholders in order to ensure that expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers, clients and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.
• Effectively manage time and ensure optimal productivity.
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
• Be self-confident, self-motivated and relentlessly pursue targets and goals.

FINANCE

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum. 

Competencies    

• Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
• Documenting Facts: Writes fluently when documenting facts understands arguments logically focuses on finding facts.
• Interpreting Data: Interprets data rationally by quantifying issues, applies technology as a means to evaluating data evaluates information objectively.
• Providing Insights: Is focused on continuously improving things provides insights by identifying key issues makes intuitive judgments.
• Team Working: Works participatively with others is democratic and encourages team contributions collaboratively involves others in decision making.
• Checking Things: Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed.
• Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes.
• Upholding Standards: Behaves ethically and justly is discreet and maintains confidentiality meets commitments by acting with integrity.

Closing Date    
2023/05/03

go to method of application »

Role Purpose    

• We are looking for a strictly Afrikaans speaking Regional Help Desk Agent to deliver professional service to clients through various servicing channels (inbound calls, emails, walkin interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.

Requirements    

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

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 system/s, based on 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 and system failures and enhancements to improve client experience.
• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate 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.
• 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.
• Contribute to the financial planning process within area.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies    

• Examining Information
• Documenting Facts 
• Establishing Rapport
• Articulating Information 
• Showing Composure
• Meeting Timescales
• Upholding Standards
• Taking Action
• Verbal and written communication
• Service orientation
• Problem solving
• Detail oriented 

Closing Date    
2023/05/03