Latest 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 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    

• Competencies Required
• 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:14th October,2025

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Role Purpose    

• The purpose of this role is to price and manage the retirement and risk benefits in respect of new and existing business to ensure profitability and sustainability. The area is a high-pressure environment and the suitable candidate needs to be able to produce high quality work while ensuring that tight deadlines are met.

Requirements    

• Minimum matric with exemption including Mathematics (Pure) and Accounting/Physical Science
• Bachelor's degree in Commerce, Mathematics or Statistics is preferable.
• Good MS Word and MS Excel skills.

Duties & Responsibilities    
INTERNAL PROCESS

• Screening and analysing new and existing business pricing requests.
• Gathering, assessing and analysing all relevant information needed to:
• Provide a new business tender
• Review existing business premium rates, terms and conditions
• Assessing and calculating the retirement related fees, risk rate and underwriting requirements for the products requested, utilising the current pricing tools.
• Determining suitable terms and conditions in order to effectively manage risk.
• Preparing quality quotation/rate review documents to be issued to clients.
• Extracting data from existing systems, as well as validation and manipulation of the data.
• Accurate recording of data for business intelligence and reporting.
• Consider wider topics of risk management such as occupational and industry risks.
• Internal and external client liaison/collaboration with regards to rates, products and other risk issues.
• Build and improve current models and internal processes.
• Collaborate with the Group Insurance Pricing department for technical support

CLIENT

• Build a strong relationship with the sales channel so that existing business is retained at profitable rates while new business is secured with appropriate margins.
• Build and maintain relationships with relevant organisation’s departments to ensure in-depth knowledge of all related acts, regulations and regulatory frameworks.
• Compile, monitor and deliver on service level agreements with internal and external stakeholders to meet or exceed client expectations.
• Ensure satisfactory resolution of all queries and problems.
• Participate in the design and application of a stakeholder feedback capability in respect of service delivery.
• Track and address Product Pricing related complaints and identify trends and major issues to be addressed.

 PEOPLE

• Enhance the image of MMH through professional client liaison:
• Internally and externally with other Departments/ Brokers/ Employers/ Members/ Reinsurers
• Work together with consultants to support client retention and new business acquisition via excellent customer service and maintaining excellent client and broker relationships.
• Provide technical pricing guidance and support to the Sales Channel and other departments.

FINANCE

• Ensure rates and underwriting requirements provided mitigate financial risks.
• Increase profits and ensure rates provided are sustainable.
• Contribute towards reducing departmental operating costs

Competencies    

• Analytical thinking (including problem identification and problem analysis).
• Attention to detail.
• Be able to work well independently and also within a team.
• Excellent people skills.
• Self-management and accountability.
• Act with integrity.
• Quality and service oriented.
• Excellent communication and presentation skills (written and oral).
• Good judgment, effective decision making and problem-solving.
• Data management skills.
• Time management, flexibility and adaptability.
• Planning and organizing.

Deadline:14th October,2025

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Role Purpose    

• An exciting permanent position for a motivated and numerate Workflow allocator has become available in the Group Insurance & FundsAtWork Pricing department within Momentum Corporate.This department is responsible for setting premium rates for existing and new business. The area is a high-pressure environment, and the suitable candidate needs to be able to produce high-quality work while ensuring that tight deadlines are met.
• The suitable candidate should be numerate, conscientious, and assertive as well as enjoy working in a team environment.

Requirements    
Experience And Qualifications

• Minimum matric with exemption including Mathematics (Pure) and Accounting/Physical Science.
• 2 - 5years' work experience in the Insurance, Employee Benefits or other Financial Services industry is preferable, but not a pre-requisite.
• Work experience in Insurance, Employee Benefits, or Group Insurance and/or FundsAtWork pricing is preferable, but not a pre-requisite.
• Work Experience in workflow allocation would be advantageous.
• Computer literate with good MS Outlook, MS Word and MS Excel skills.

Duties & Responsibilities    
Internal Process

• Manage the Pricing team workflow mailbox to ensure all incoming requests are attended to timeously.
• Ensure that the workflow mailbox is cleared from incoming mail daily.
• Screen and analyze incoming workflow requests to ensure all requirements are provided.
• Liaise with the Sales team and other internal clients with regards to deadlines and ad hoc allocation-related queries (e.g., outstanding information)
• Apply judgment and allocate to various pricing teams based on the guidelines provided.
• Capture the requests on the required systems.
• Capture the relevant data at allocation and quote dispatch stage for reporting purposes.
• Close cases on the workflow system when required.
• General procedural maintenance (e.g., filing).
• Assist the Pricing team leaders with other ad hoc functions (e.g., meeting bookings, general arrangements).
• Ensure that all protocols, tool,s and systems are adhered to and are used correctly and effectively.

Client

• Engage in effective communication and exceed customer service expectations.
• Maintain a consistent service delivery to ensure client retention and satisfaction.
• Maintain a broad product knowledge to respond to customer queries effectively and accurately.
• Deliver on service level agreements with internal and external stakeholders to meet or exceed client expectations.
• Build and maintain strong relationships with the Sales channel and other clients.
• Ensure satisfactory resolution of all queries and problems.
• Participate in the design and application of a stakeholder feedback capability in respect of service delivery.
• Track workflow-related complaints and identify trends and risks, and escalate accordingly to be addressed.

People

• Enhance the image of MMH through professional internal and external client liaison.
• Work together with the Sales team to support client retention and new business acquisition via excellent customer service and maintaining excellent client and broker relationships.
• Support effective teamwork within the division.
• Engage with appropriate training interventions to promote own professional development.

Finance

• Identify risks to the company and escalate accordingly.
• Monitors applications to ensure risks could not potentially lead to financial loss to the company.
• Contribute towards reducing departmental operating costs.

Competencies    

• Knowledge and understanding of the insurance industry (specifically employee benefits) will be advantageous.
• Ability to work with spreadsheets and basic calculations involving ratios, averages and data manipulation.
• Excellent people and communication skills (verbal and written) with the ability to write coherently and professionally.
• Analytical and problem-solving skills.
• Effective time-management, flexibility, and adaptability.
• Attention to detail.
• Computer literacy in Microsoft Office with strong Outlook, Excel, and Word skills.
• Ability to work independently and as part of a team.
• Ability to work under pressure.
• Self-management and accountability.
• Quality and service-oriented.
• Good judgment, effective decision-making, and problem-solving.
• Planning and organizing.
• Live and uphold the Momentum Group values.
• The willingness to follow prescribed rules, procedures, and instructions and work within given structures.
• Self-starter, Self-disciplined, and Self-motivated.
• Pro-Activeness.
• Commitment.
• Assertiveness and Enthusiasm.

Deadline:24th October,2025