Job Opportunities at Momentum Metropolitan Holdings Limited

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:

• 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 actuarial science
• Making good progress towards qualification as a Fellow
• At least 3-6 years working experience, preferably in life insurance
• A good working knowledge of the MS-Office packages, specifically Excel and Word
• Experience in information technology (Prophet, DCS and SQL experience will be an advantage), with a willingness to learn more
• Experience in life valuations and SAM reporting will be an advantage

Duties & Responsibilities

• Predominantly involved with South African clients, but also involved with Mauritian life cell clients
• Maintain allocated cell client models calculating IFRS reserves
• Maintain allocated cell client models for SAM SCR and Technical Provisions
• Participate in the ORSA process for allocated clients
• Direct client engagement on balance sheet management matters
• Assist in regulatory return preparation and dealing with queries
• Internal and external stakeholder engagement on accountable areas
• Contribute to BSM Life software and process automation
• Contribute to IFRS17 implementation as part of multi-disciplinary project team
• Provide guidance and thought leadership within specialist team

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Experience and Qualifications

• 1 - 3 years short-term insurance, with experience in Short-term Insurance pricing, will be preferred.
• A degree in Actuarial Science, Statistics, Business Sciences or Business Mathematics. Other degrees or postgraduate qualifications with a statistical/modelling aspect and/or experience will be considered.
• Microsoft Excel proficiency.
• Basic programming skills.

Duties & Responsibilities

• Collect data from various sources and assess the completeness and accuracy of the data.
• Perform data analysis and advise on appropriate actions to be taken.
• Perform detailed statistical investigations using specialised software.
• Technical pricing model development and implementation assistance.
• Technical pricing innovation and improvement on existing models
• Street pricing development and practical implementation assistance
• Pricing monitoring.
• Input into product development and business processes where required.
• Design and build analytical solutions to meet business needs.

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Requirements

• Matric/Grade 12.
• Relevant Diploma in Human Resources (HR).
• Degree advantageous.
• At least 2 years of relevant admin experience in an HR environment.
• Knowledge of and experience in HR practices and legislation. 

Duties & Responsibilities

Internal Process

• Work closely with the Human Capital Consultants (HCC) and Human Capital Business Partner (HCBP) in the delivery of sourcing and talent acquisition objectives.
• Conduct interviews and complete end-to-end recruitment administration processes.
• Full recruitment administration according to the recruitment process.
• Benefit consulting and benefit administration according to process.
• Maintain calendars of the HR team.
• Schedule meetings, interviews, and HR events and maintain agendas.
• Liaise with external service providers where necessary.
• Coordinate the scheduling of assessments and report on assessment progress.
• Deal promptly with client requests in a competent, efficient, and professional manner.
• Tracking and updating activities of all recruitment processes and reports on relevant systems.
• Maintenance of employee information and documentation on all relevant systems and ensuring data accuracy and documents are loaded and updated on the appropriate platforms.
• Provide administrative support and guidance in all HR matters.
• Coordination of induction and onboarding and related documentation.
• Ensure all employee documentation is in order and submitted to payroll timeously for all employee types (temporary, permanent, and locums).
• Complete termination paperwork and exit interviews.
• Liaise with payroll on all relevant queries.
• General HR administration feedback and follow-up on all queries to ensure resolution.
• Assist with project-related work as and when required.
• Make recommendations on process improvements to increase efficiencies.
• Build relationships with all relevant stakeholders.
• Engage in appropriate training interventions to promote own professional development.
• Demonstrate the company's values on a daily basis.
• Manage all queries via the internal PeopleTrax system & respond to queries aligned to Service Level Agreements & turn-around times. 

Client 

• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver expectations to 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 the area of responsibility.
• Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Continuously monitor own 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.
• Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.

People

• Contribute to a positive work climate and culture.
• Assist with the recruitment & selection of suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan culture.
• Support a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
• Effectively manage own performance within the team in order to ensure business objectives are achieved.

Finance

• Identify solutions to enhance cost-effectiveness and increase operational efficiency.
• Manage all company resources under your control with due respect.

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Requirements

• LLB degree or degree recognised by the FSCA for a compliance officer
• Registered as a compliance officer with the FSCA or capable of becoming registered (preferred)
• Compliance Officer: 5-10  years’ Compliance experience in the financial services industry

Duties & Responsibilities

INTERNAL PROCESSES

• Identify, measure, monitor and report business compliance risks with the support of the business.
• Assist business with translating compliance related matters into actionable policies and procedures.
• Submit regulatory compliance reports to regulators where applicable.
• Reporting on and providing accurate and complete information to stakeholders in respect of regulatory matters and compliance risks as well as compliance breaches.
• Compile an annual monitoring plan and present for approval by the relevant executive committee.
• Conduct and ensure that monitoring is conducted in line with the approved annual monitoring plan.
• Identify and then notify relevant stakeholders of compliance training opportunities.
• Provide ongoing training support to stakeholders to ensure that all staff members are trained in respect of regulatory obligations.
• Monitor and measure compliance performance by the 1st line of defence, and ensure appropriate mechanisms are in place to identify and address non-compliance by the 1st line of defence.
• Monitor whether a complaints handling process developed by business is in line with regulatory and legislative obligations.
• Maintain good working relationships with regulators and Group Compliance to ensure consistency of information presented and to avoid any future contradictions within MML.
• Providing reports, regular and ad hoc to Divisional/Business unit Management, Group Compliance and other relevant forums.
• Ensure compliance obligations are factored into contracts with external suppliers/service providers, where applicable.
• Keeping abreast of compliance obligations and new developments in the compliance landscape.

CLIENT SERVICES

• Provide authoritative, expertise and advice to clients and stakeholders in respect of achieving the business strategy.
• Build and maintain relationships with clients and internal and external stakeholders
• Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service.
• 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

• Create a positive work climate to maximise collaboration within the team and within the business.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Encourage innovation, change agility and collaboration within the team.

FINANCE

• Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and provide input into governance processes, systems and legislation within area of specialisation.
• Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
• Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.

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Requirements

• Bachelor of Commerce (Accounting as Major).
• 5 - 7 Years' experience in a financial or employee benefit environment.
• 5+ Years' Fund Accounting experience.

Duties & Responsibilities

• Maintain the general ledgers.
• Reconcile two tier balance sheet items.
• Independently prepare monthly management accounts and annual financial statements.
• Independently prepare monthly statements of cashflows within agreed timelines.
• Independently prepare audit files for annual audits and statutory valuations.
• Independently prepare and confirm monthly financial reports.
• Ensure that all statutory information for the fund is available at all times.
• Respond to audit requirements and queries and ensure audit and valuation recommendations are implemented.
• Prepare monthly general ledger reconciliations for the fund.
• Reconcile investment trial balances on a monthly basis.
• Review and analyse money movement on a daily basis.
• Perform bank reconciliations.
• Prepare and submit monthly PAYE returns to SARS.
• Process journals on the general ledger system within the agreed time.
• Comply with the rules of the Pension Fund, the Pension Fund Act and all requirements of the FSCA.
• Prepare asset and liability matching on a monthly basis.
• Prepare and submit annual financial statements of pension fund.