Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 2 - 3 years in a Sales environment
- 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.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
go to method of application »
Role Purpose
- Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets, Manage the activities of advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.
Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date
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Role Purpose
- To implement and execute human capital practices and partner with management to enable business objectives.
Requirements
Qualifications
- Bachelor's degree or equivalent qualification in a relevant field such as Human Resources, Industrial Psychology, Behavioural Sciences, or a related discipline - (Essential)
- Honour's degree or equivalent qualification in a relevant field such as Human Resources, Industrial Psychology, Behavioural Sciences, or a related discipline - (Essential)
Experience
- 3 - 5 years human capital partnering or related advisory experience across the human capital value chain.
- Experience in the insurance industry (preferred).
Employee relations experience.
- Knowledge and/or experience with drafting and submissions of Workplace Skills Plans (WSP's) and Annual Training Reports ( ATR's).
- Specific licensing or registration
- Registered Psychometrist, independent practice with the Health Professions Council of South Africa (HPCSA) - (Essential)
- Registered Professional with the South African Board for People Practices (SABPP) - (Essential)
Knowledge
- South African Labour relations and legislation Acts (i.e., BCEA, EEA, LRA etc.)
- Human resources management and labour practices, principles, and regulations
- Ethical standards and confidentiality practices
- Human capital value chain and employee lifecycle
- Performance management practices
Duties & Responsibilities
Process
- Engage and partner with business to understand their needs to develop and implement integrated tactical and operational people plans and Human Capital solutions in response to business and people challenges.
- Collaborate with stakeholders, Human Capital, Group and Human Capital Enablement to develop and implement initiatives aimed at optimising and managing organisational design, organisational effectiveness, employee engagement and retention.
- Partner with Human Capital teams to deliver effective, efficient, integrated and value added Human Capital solutions to business in line with business needs.
- Drive the implementation and adoption of various Human Capital practices and processes using various tools such as facilitating sessions to educate employees and line managers on these practices.
- Promote efforts to measure employee satisfaction and climate within supported client groups, and facilitate action planning to improve employee engagement and overall workplace culture.
- Advise, coach and support managers on the wide range of staff leadership activities, ranging from the design, implementation and leadership of change programs.
- Implement leadership development initiatives in partnership with OE, OD and L&D, to empower and enable leaders across business and actively management of leadership development programs.
- Identify training and development initiatives to address any learning or development challenges in line with business needs.
- Influence key business decisions to ensure the effective management of employees through the fair, efficient and pragmatic application of best practice.
- Guide and provide input on business unit restructures, organisational design elements and manage the organisational change.
- Provide leadership, consultation and advice to business in the areas of workforce planning, talent management, succession planning, recruitment, onboarding, performance management and retention to align the needs of the business to the workforce.
- Act as trusted advisor and expert on people management to employees and managers across the employee lifecycle.
- Support business in the implementation of people practices in line with People Strategies and the operational needs of the business.
- Utilise trends and metrics to develop, optimise and implement Human Capital solutions that address key business challenges and drive business objectives.
- Keep abreast of industry trends and best practice to optimise service offering, ensure compliance and mitigate risk.
Client
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on expectations of clients and internal and external stakeholders.
- 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.
- Continuously monitor 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 service.
- 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 to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Select and recruit suitably qualified talent in line with Employment Equity principles and the business culture.
- Drive objectives that support the transformation strategy, which includes enabling a workforce where our employees are valued for their diverse thinking, perspectives and experience.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
Finance
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
Competencies
- Providing Insights
- Interacting with People
- Establishing Rapport
- Articulating Information
- Making Decisions
- Embracing Change
- Understanding People
- Upholding Standards
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 2 - 3 years in a Sales environment
- 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.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
go to method of application »
Role Purpose
- We're looking for a skilled and experienced Senior Data Warehouse Developer to join our team. In this pivotal role, the Senior Data Warehouse Developer will be instrumental in designing, developing, and maintaining our data warehouse solutions, ensuring data integrity, performance, and accessibility.
- The Senior Data Warehouse Developer will also be responsible for gathering, analyzing, and interpreting data from various sources, extracting clear, precise, and actionable insights.
- A key part of the role will be to present these insights using easily understandable data representations for both technical and non-technical audiences.
Requirements
- Proven experience (5 years) as a Data Warehouse Developer or in a similar role.
- 3-year degree in Mathematics, Economics, Computer Science, Information Management or Statistics
- Introductory Cloud Certification - Desirable
- Strong proficiency in SQL and experience with various relational and non-relational databases.
- Extensive experience with ETL/ELT tools and methodologies (e.g., SSIS, Data Factory, Informatica, Talend, etc.).
- Solid understanding of data warehousing concepts, including Kimball and Inmon methodologies.
- Experience with data modeling (dimensional modeling, snowflake, star schemas).
- Familiarity with cloud data platforms (e.g., Azure Synapse, AWS Redshift, Google BigQuery) is a plus.
- Experience with data visualization tools (e.g., Power BI, Tableau) is beneficial.
- Excellent problem-solving, analytical, and communication skills.
- Ability to work independently and as part of a team.
Advantageous experience:
- Experience with big data technologies (e.g., Spark, Hadoop).
- Knowledge of scripting languages (e.g., Python, PowerShell).
- Experience with version control systems (e.g., Git).
- Experience in ETL and visualisation tools (e.g. SQL, Informatica, QlikView, PowerBI etc.)
Duties & Responsibilities
Internal Process
- Develop Power BI solutions, working from high level technical requirements in line with business requirements.
- Quality assurance checks on all new Power BI project functionality and business requirements.
- Produce documentation for code written.
- Configure real-time replication of data from source system to the Data Warehouse, using tools like Stelo SQDR
- Partake in a roster of Operational Support, troubleshooting errors, and data queries on existing reporting.
- Basic interaction and collaboration with technical stakeholders to identify data sources, find data definitions for master and meta data as well as formulate and implement solutions.
- Promote the use of existing enterprise and divisional data standards to enhance data quality, ensure constant compliance and adherence to data governance principles.
- Promote reusability, maintainability, reliability, and scalability in design and development of data solutions.
- Process live and confidential data according to specified guidelines.
- Convert Legacy Excel reports to PowerBI
- Development and design of professional reports and dashboards to support various stakeholders within the company.
- Testing, debugging and reconciliation of data to source data to ensure data integrity.
- Ensure accuracy and integrity of data and its attribution to costs incurred by business.
- Communicate progress, including easily understandable representation of the data.
- Pro-active in suggesting for opportunities as well as making analytical observations on any aspect that would be beneficial to business.
- Design, develop, and implement robust and scalable data warehouse solutions.
- Develop, maintain, and optimize ETL/ELT processes to ensure efficient data extraction, transformation, and loading.
- Collaborate with stakeholders, including business analysts and data scientists, to understand data requirements and translate them into technical specifications.
- Ensure data quality, accuracy, and consistency across all data warehouse components.
- Monitor and optimize data warehouse performance, troubleshooting issues as they arise.
- Implement data governance and security best practices.
- Provide technical guidance and mentorship to junior developers.
- Stay updated with industry trends and emerging technologies in data warehousing and analytics.
Client
- Provide authoritative expertise and advice to clients and stakeholders.
- Continuous interaction with clients and internal stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are met.
- 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.
- 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.
Competencies
Behavioural competencies required:
- Examining Information
- Generating Ideas
- Interpreting Data
- Articulating Information
- Producing Quality Output
- Providing Insights
- Team working
Skills required:
- Verbal and written communication
- Interpersonal skills
- Analytical skills
- Report writing
- Problem solving
- Attention to detail
- Time Management
- Critical Thinking
- Knowledge required:
- Business acumen
- Database development
- Software Development Lifecycle
- Intermediate SQL
- Intermediate Excel
- Intermediate Data visualisation
- Intermediate Data analysis
- Intermediate Data extraction
- Data reconciliation techniques
- Intermediate PowerBI
- Entry level Data Replication experience, e.g. Stelo SQDR, Qlik Replicate, etc.
- Intermediate SQL Server 2022
- Intermediate SSIS
- Intermediate SQL Developer/ Data Warehouse skills with MS T-SQL
Closing Date
go to method of application »
Role Purpose
- The purpose of this position is to support the Head Operations in designing and delivering platforms, products and services which contribute to sustainable value creation (efficiencies) and a world class customer experience.
- This position covers digital platforms in its entirety i.e., adviser workspaces, contact center solutions , client platforms , Chat Engine’s etc.
Requirements
- Relevant B-degree (i.e. Information Management, Software Development/Engineering, Business degree)
- Proven digital platform channel experience (preferable in a financial services industry)
- Insurance / banking industry experience would be advantageous
- At least 2 years’ relevant experience as a Product Owner or Product Consultant (essential)
- At least 5 years’ relevant experience as a Senior Developer, Project Manager, Business Analyst, Development Manager or Agile Coach (essential)
- Experience of managing projects, BAU work and product road map prioritisation (essential)
- Exposure to diverse IT solution implementation in a variety of environments (desirable)
- Duties & Responsibilities
- Establish MMerge digital platform capability as a competitive differentiator in the market place, by developing relevant, purposeful and innovative services that will increase customer satisfaction and uptake.
- Develop channel strategy – with planning and delivery roadmap (with detailed IT Roadmap).
- Deep understanding of channel demographics, segmentation and competitor analysis.
Conduct User Forums.
- Assist in shaping the channel strategy by focusing on the operational capability, product requirements, MI and technical capability.
- Manage relationships with IT teams, internal clients, external vendors and stakeholders.
- Develop and maintain reports for key stakeholders and sponsors with regards to platform initiatives and performance.
- Responsible for the full digital platform life cycle and road map of end to end products including visibility, finance, marketing and enhancement of product value proposition within the business area.
- Manage a team of Business Analysts and User Experience (UX) to ensure product prototyping takes place, and product user stories and user journeys support the client and business outcomes.
- Participate in the team ceremonies, including sprint planning, sprint reviews, retrospectives, and play an active role in mitigating impediments impacting successful completion of release or sprint goals.
- Ensure that the project timelines and delivery of new channel initiatives are managed accordingly and maintained within the given budgetary requirements.
- Ensure that the platform is compliant with all relevant regulatory requirements.
On-going platform support.
- Ensure that platforms designs / services are re-usable across all platforms by creating a library of services and capabilities.
- Ensure that change management processes and governance across all channel capabilities are adhered to.
Competencies
- Business acumen
- Customer/stakeholder commitment
- Drive for results
- Leads change and innovation
- Collaboration
- Diversity and inclusiveness
- Communication skills
- Business acumen
- Problem-solving skills
- Systems thinking
- Analytical skills
- Facilitation and presentation skills
- Influencing and persuading
- Prioritisation skills
- Planning and organising skills
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- 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 to ensure that the client receives the appropriate 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.
- 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.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
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
- 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: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- 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 to ensure that the client receives the appropriate 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.
- 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.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
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
- 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: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
go to method of application »
Role Purpose
- Group Snr IT Risk Management (Group Coordination) is responsible for orchestrating, integrating, and elevating IT risk management across the Momentum Group’s federated operating model. The role provides group-wide visibility, consistency, and insight into IT and technology-related risks by coordinating across Business Units, identifying common themes and systemic risks, and ensuring effective reporting, remediation, and regulatory alignment.
- This role is not a BU execution role, but a group coordination, facilitation, and risk-intelligence role, enabling strong risk outcomes through collaboration, influence, and structured oversight.
Requirements
Experience
- 8 years’ experience in risk management, with primary depth in IT Risk Management
- Strong grounding in Enterprise Risk Management within a complex organisation
- Experience operating in federated or multi-business group environments
Proven exposure to:
- IT risk frameworks and assessments
- Audit processes and regulatory engagement
- Board and executive-level risk reporting
Industry Experience:
- Financial services experience strongly preferred
- Experience in regulated environments with evolving technology and cyber risk landscapes
Qualifications
Relevant tertiary qualification in:
- Risk Management
- Information Systems
- Technology, Audit, or related discipline
- Professional certifications advantageous:
- CRISC, CISA, CISM, CGEIT, or equivalent
- Risk or governance-related certifications
Duties & Responsibilities
Group-Wide IT Risk Integration
- Coordinate IT risk management activities across all Business Units within the federated group model
- Build and maintain a group-level view of IT risk, consolidating BU risk profiles into umbrella and systemic risk themes
- Identify cross-cutting risks, interdependencies, and concentration risks that may not be visible at BU level
- Facilitate alignment on risk interpretation, assessment approaches, and treatment strategies across BUs
Risk Insight, Trend Analysis & Thematic Identification
- Analyse IT risk data, incidents, audit findings, and remediation plans across the group to identify emerging patterns and recurring themes
- Develop forward-looking risk insights, including emerging technology risks, regulatory impacts, and operational vulnerabilities
- Drive group-wide discussions on common risk drivers and potential coordinated remediation approaches
Reporting & Governance Enablement
Support and coordinate group IT risk reporting for:
- Board-Level Committees
- Management Risk Committees
- Regulatory submissions
- Translate complex IT and technology risks into clear, decision-useful risk narratives for senior leadership
- Ensure consistency, quality, and completeness of IT risk reporting across the group
- Secondary Accountability: Risk Enablement, Assurance & Regulatory Alignment
Audit Coordination & Assurance Support
- Maintain an IT risk audit landscape, tracking audit coverage, themes, and outcomes across BUs
- Support BUs in responding to audit findings and ensure visibility of remediation progress at group level
- Identify audit-driven themes that indicate systemic weaknesses or control design issues
Remediation Facilitation & Issue Oversight
- Support and facilitate remediation of IT risk issues across BUs, particularly where issues are common or systemic
- Facilitate cross-BU collaboration on remediation strategies and good practices
- Track progress of key IT risk actions and escalate where risks remain unresolved or delayed
Regulatory & Compliance Monitoring
Monitor and interpret key technology-related regulatory and supervisory requirements, including:
- Cyber resilience and technology risk standards
- IT resilience and operational continuity requirements
- Data protection and privacy-related obligations (in collaboration with the DPO)
- Translate regulatory expectations into group-level risk implications and actions
- Work with relevant stakeholders to coordinate compliance responses and remediation efforts
Key Relationships & Collaboration
- This role is heavily relationship-driven and depends on trust, credibility, and influence rather than authority.
- Build strong, constructive relationships with BU IT Risk Managers and Risk Officers
- Act as a connector between IT Risk, Information Security, Data Privacy, BCM, and Enterprise Risk
- Facilitate risk conversations that encourage openness, learning, and shared ownership
- Support a culture of risk awareness, accountability, and proactive management
Competencies
Technical & Risk Competencies
- Enterprise and IT risk management frameworks
- Technology risk, cyber risk, data risk, and IT resilience
- Audit coordination and issue remediation
- Regulatory interpretation and compliance alignment
- Risk reporting and governance structures
Analytical & Strategic Skills
- Ability to synthesise large volumes of risk information into clear group-level insights
- Strong thematic and trend analysis capability
- Strategic thinking with attention to operational realities
Expected Behavioral Attributes
- This role succeeds on how the work is done as much as what is delivered.
- Collaborative and facilitative – brings people together rather than imposing solutions
- Credible and grounded – trusted by peers and senior leaders alike
- Influential communicator – able to translate risk into language that drives action
- Structured and disciplined – strong follow-through and consistency
- Curious and forward-looking – anticipates emerging risks and connects dots early
- Resilient and steady – comfortable navigating ambiguity and complexity
Closing Date
go to method of application »
Role Purpose
- The Client Due Diligence (CDD) Administrator is responsible for supporting the Compliance Due Diligence function by identifying, requesting, receiving, reviewing and managing client documentation required to perform effective due diligence checks and risk rating assessments.
- The role ensures that the accountable institutions can be appropriated risk rated by the Compliance CDD analyses in line with regulatory, compliance, and internal policy requirements, contributing to the organizations compliance and risk management framework.
- This is an administrative role, client facing and back office facing role requiring a high level of clear communication, accuracy, efficiency, and attention to detail in a pressurized, time-sensitive environment.
Requirements
Experience and Qualifications
- Minimum of 2 years’ previous experience in administrative, client service or compliance environment.
- Familiarity with client onboarding, KYC, CDD, or regulatory documentation requirements will be advantageous.
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Understand the accountable institution categorization and structure to correctly determine and confirm the required due diligence documentation required, in line with the applicable regulatory and compliance requirements.
- Request, receive, track and manage client due diligence documentation to ensure completeness and validity.
- Liaise with internal and external stakeholders as well as clients to follow up on outstanding or incomplete documentation.
- Perform preliminary due diligence checks to support swift and accurate risk ratings by CDD analysists of institutions.
- Communicate clearly and professionally with clients and stakeholders via e-mail, telephone and teams regarding documentation requirements and queries.
- Support escalation of complex cases to relevant CDD analysists or senior team members for guidance.
- Maintain accurate records, logs and reports related to the Due diligence activities.
- Ensure that all documentation is correctly recorded, stored, and maintained for audit and compliance purposes.
- Adhere to the agreed turnaround times and service level expectations.
- Identify gaps, inconsistencies in process, check lists and training documentation and escalate to the necessary individuals to rectify to ensure accurate working environment for the team.
- Support continuous improvement by suggesting process efficiencies within the client due diligence lifecycle.
- Work collaboratively within the team and wider client service and compliance teams to ensure consistent exceptional service delivery.
Competencies
- Strong written and verbal communication skills.
- Resilience under pressure.
- Attention to detail.
- Reliability and Accountability.
- Proactive problem solving.
- Strong organizational and time management skills.
- Team collaboration.
- Professional, client-focused approach.
Closing Date
Method of Application
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