Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

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

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:

• 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 EngagementEngage every targeted Investment IFA in a structured, professional, and effective manner.Ensure that any block to building a partnership is removedQueries handled and feedback given timeouslyThe 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 convictionDevelop IFA retention strategies that focus on engagements that encourage IFA to keep their books with us.Enthuse through Brand, SME Service & DigitalEnsure long-lasting, deep, and meaningful relationships with the IFA are forged through brand, Service, Digital & RelationshipsMarket 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 workShowing 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 engagementsInvestment 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 dealingsEnable 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 IFAHave 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

Deadline:16th November,2025

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Role Purpose    

• To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/ electronic enquiries.

Requirements    
Experience and Qualifications:

• Matric or relevant qualification.
• 2 Years Employee Benefits Experience.
• Knowledge of Section 37C, Pension Funds Act and the associated legal and regulatory framework.
• Experience in preparing documents and presenting to trustees is an advantage.

Duties & Responsibilities    
The incumbent will be co-responsible for the following: 

• Administer the processing of Section 37C claims, including verifying claimants' information, compiling necessary documentation, and ensuring the claims are processed accurately and promptly.
• 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 guidleines.
• Capture and update client information on relevant 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.
• Escalate client queries to the relevant departments or stakeholder.
• 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.
• Collaborate and partner with team members in order to drive and support effective teamwork.
• Participate and contribute to a culture which build srewarding relationships, facilitates feedback and provides excpetional client service. 

Competencies    

• Planning and organising 
• Accountability 
• Customer orientation 
• Attention to detail
• Good communication skills 
• Good attention to detail 
• Teamwork

Deadline:17th November,2025