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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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Requirements
- Degree with Honours / HDip in taxation with 2-3 years experience in Tax Compliance, preferably in financial services
Duties & Responsibilities
- Responsible for the review/preparation of all Corporate subsidiaries returns, provisional tax submission, and payments within the Group as well as income tax return submissions
- Responsible for the Quarterly Reportable Arrangement Reporting
- Assist with CIS tax compliance matters
- Preparation of Quarterly Tax Compliance Summaries Report for Board Risk Reporting.
- Collaborate and Engage with the International Tax team on the tax compliance in relation to CFC reporting
- Review and implementation of new compliance requirements arising as a result of legislative changes
- Responsible for and provide advisory opinions and support for all Corporate Tax related queries and litigation matters with SARS
- Form part of the team that liaises with EY during the annual audit process and manage timelines and requirements
- Review of 24J and CGT calculations and attend to queries raised in relation to the CGT calculations
- Attend to Efiling queries for corporate entities
- Assist with DWT compliance when required
- Assist with completion and review of tax rate recons, deferred tax calculations (IAS12) and other tax disclosures for the preparation of the annual financial statements
- Competencies
- Tax Compliance Experience essential
- Short term and long term insurance experience advantageous
- DWT experience advantageous
go to method of application »
Requirements
Ideal Qualifications:
- An Honours degree in Business, Finance, Accounting, Economics, Investment Management or Actuarial Sciences
- CFA qualification will be an advantage
Duties & Responsibilities
- Your experience will involve on-the job training as well as educational elements which will ultimately result in a strong career foundation in financial services.
Programme Highlights:
- An 18-month programme rotating between various departments.
- Opportunity to contribute to challenging and impactful business projects.
- Professional and personal development incuding personalised mentorship and coaching.
Competencies
- Excellent communication and presentation skills
- Strong quantitative skills
- A drive for excellence
- A passion for investing
go to method of application »
Requirements
- 2 years’ experience in a sales and/or customer service role
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order 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 in order 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.
go to method of application »
Requirements
- 2 years’ experience in a sales and/or customer service role
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order 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 in order 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.
go to method of application »
Requirements
- 2 years’ experience in a sales and/or customer service role
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order 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 in order 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.
go to method of application »
Qualifications:
- Relevant qualification in Computer Science, Information Technology, or equivalent
- TOGAF qualification
- Archimate qualification
- Domain Driven Design qualification
- UML qualification
- Software Engineering qualification
- AWS certification
Experience:
- 8-10 years' of relevant experience or exposure of IT solution delivery (essential)
- 5-10 years of experience in coding with Java (Springboot) and Javascripts for Node.js
- At least 5 years' relevant experience or exposure in software development
- Exposure to Agile Development environment, system development and implementation of large object orientated solutions (essential)
- Experience in the financial services industry with general knowledge of underlying IT architectures and technologies (essential)
Knowledge:
- Knowledge of database management system software (SQL, no-SQL, ERDs, DB modelling, transactions, object-relational-mapping)
- Exposure to development environment software
- Knowledge of object or component oriented design/development software
- Knowledge of operating system software
- Knowledge of business process modelling and design
- Knowledge of web platform development software
- Exposure to Lean and Agile methodology tools
- Knowledge of design across multiple domains (UI design and technologies including web and mobile, business logic, service, database)
- Development and design knowledge in relevant languages and platforms used by the business area
- Exposure to unified modelling language (UML)
- Knowledge of DevOps philosophy and practices
- Exposure to documentation of solutions using notation and method most appropriate to consuming stakeholders
- Knowledge of application servers
- Knowledge of integration patterns and middleware
- Knowledge of Cloud (AWS experience preferable)
- A strong understanding of security technologies, including JSON Web Tokens (JWT) and Identity Providers (IDP). This knowledge will be critical in ensuring the protection of sensitive information, authenticating users, and maintaining the integrity of systems and applications
Skills:
- Communications skills
- Problem-solving skills
- Influence and persuading
- Analytical skills
- Planning and organising skills
- Interpersonal skills
- Critical thinking
- CloudOps DevOps skills
Duties & Responsibilities
- Internal Process:
- Analyse business reqs for solution design that addresses key issues and aligns with enterprise architecture.
- Define and communicate business and solution architecture requirements to inform business cases.
- Ensure implementation reflects business requirements and has appropriate services.
- Collaborate with stakeholders and teams to deliver integrated solution design.
- Manage overall design and implementation of solutions based on strategic priorities.
- Adhere to architecture standards, best practices and solution integrity.
- Ensuring technical solutions are secure and adhere to industry regulations and standards.
- Providing technical support and troubleshooting as needed.
- Keeping up-to-date with the latest technological advancements and industry trends.
- Communicating technical concepts to non-technical stakeholders.
- Responsibilities for development governance and security by design.
Client:
- Provide expert advice to clients and stakeholders.
- Build and maintain relationships with clients and stakeholders.
- Deliver on service level agreements and make recommendations for improvement.
- Contribute to culture of exceptional client service.
People:
- Create positive work climate and culture.
- Demonstrate leadership and recruit suitable talent.
- Foster environment of continuous learning and growth.
- Enable information sharing and manage employee performance.
- Encourage innovation and collaboration within the team.
- Mentoring and coaching team members.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
Finance:
- Contribute to budget development and cost-effectiveness.
- Identify opportunities to increase operational efficiency.
- Provide input into risk identification and communicate recommendations.
- Implement efficiency measures to deliver value to clients and shareholders.
- Contract and maintain supplier relationships as per procurement requirements.
go to method of application »
Requirements
- Relevant post- graduate qualification (Investment Management, CA, CFA, MBA, Actuarial Science, Quantitative or Risk Management qualifications).
- +-10 years relevant working experience, of which at least five years should be in a senior management position within an investments business.
- A proven track record as a senior portfolio manager or related role within a DFM, oversight on ESG, Manager research and responsible investing environment.
Duties & Responsibilities
Drive the implementation of the Investment philosophy.
- Effectively contribute as a member of the Investments Management Executive Committee, representing Equilibrium, Manager Research, ESG and overall Investments strategy in partnership with the CIO.
- Ensure the effective development, management, and implementation of the equilibrium investments strategy in alignment with the overall investment philosophy and strategy of Momentum Investments.
- Effectively contribute to the management of the investment forum to ensure investment capabilities and initiatives are appropriately prioritized and aligned to the investment philosophy.
- Contribute effectively to the investments decision-making structures (ICs, Portfolio Solutions Policy Group etc.) to ensure that the investment philosophy is embedded and implemented in the portfolios managed by Momentum Investment Management
- Proactively and effectively engage stakeholders across the investments value-chain to ensure delivery on prioritized initiatives.
- Ensure the optimization of our manager research capability as a key enabler of the overarching business to strengthen both investment decision making and operational efficiencies across the business to ensure a future fit business.
- Ensure the development and implementation of an ESG strategy, which includes proxy voting, reporting and all related activities.
- Ensure the achievement of growth targets, management of margins and expenses of the equilibrium portfolio.
- Effectively identify opportunities to leverage off strategic relationships and alliances to build new investment and growth opportunities.
- Monitor and assess the effectiveness and performance of investment strategies, products and solutions and identify areas of opportunity that will enhance the client experience and profitability.
Drive a client centric environment that focuses on best practice service delivery.
- Ensure the building and maintenance of relationships with key clients and stakeholders.
- Effectively contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Effectively represent Momentum Investments at various platforms with key stakeholders and contribute to the development of content for marketing purposes.
- Ensure the effective engagement with stakeholders internally for purposes of collaboration and value creation in partnership with related functions.
- Ensure the effective engagement with external stakeholders and potential clients to ensure the promotion of our investments brand and philosophy to enable business growth.
Drive effective budget management and financial discipline.
- Provide support to the CIO in managing the Investment Management team budget
- Proactive and continuously ensure the identification, assessment, and management of specific income orientated initiatives to ensure delivery on agree financial metrics.
- Proactively facilitate the required processes and engagement with various investments capabilities to achieve agreed and or planned TERs.
Effectively lead investment professionals.
- Create a positive work climate and culture to energise employees, give meaning to work and minimize disruption.
- Ensure an effective level of leadership and management within the overall investments business but specifically to the equilibrium portfolio management and market insights capabilities.
- Proactively manage immediate and extended team dynamics through effectively engaging diverse teams, through the deployment of our values.
- Ensure the acquisition, integration, and development of talent to ensure high level of employee growth, development, and efficiency in the business.
- Proactively manage all team outputs to align outputs to strategic direction and objectives of Momentum Investments.
Method of Application
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