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  • Posted: Aug 22, 2025
    Deadline: Not specified
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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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    Travelling Venesectionist - Cape Town

    Role Purpose    

    • Perform mobile medical assessments and phlebotomy services for clients applying for life insurance, including the collection of clinical data and biological specimens as part of the underwriting process.

    Requirements    

    • Registered Nurse (RN) qualification with valid license.
    • Certification in phlebotomy and Point-of-Care Testing (preferred).
    • Minimum 2 years of nursing experience, preferably in mobile or field services.
    • Valid driver’s license and willingness to travel extensively.
    • Strong communication, organizational, and time management skills.

    Duties & Responsibilities    
    INTERNAL PROCESS

    • Conduct professional and ethically sound mobile medical insurance assessments, including phlebotomy and POCT.
    • Apply specialized clinical knowledge and demonstrate strong time management in travel-based appointment settings.
    • Develop and maintain efficient work processes to ensure consistency and quality.
    • Accurately collect and record client data through effective interviewing and documentation.
    • Adhere to clinical guidelines, protocols, and relevant legislation.
    • Pursue ongoing professional development to enhance service delivery.

    CLIENT

    • Provide high-quality service and professional interactions with clients across diverse locations.
    • Foster trust and connectedness with clients, internal teams, and stakeholders.
    • Meet or exceed service level agreements (SLAs), proactively managing client expectations.
    • Enhance client satisfaction and uphold the organization's brand reputation.

    PEOPLE

    • Support change initiatives by demonstrating adaptability and resilience.
    • Promote a culture of accountability and teamwork through continuous improvement.
    • Take ownership of career development and actively pursue growth opportunities.
    • Establish and maintain positive relationships with stakeholders and colleagues.

    ASSETS AND EQUIPMENT

    • Ensure proper use and compliance with equipment, systems, and related legislation.
    • Escalate unresolved equipment or operational issues for timely resolution.
    • Identify and document risks or incidents to support proactive risk management.

    Competencies    

    • Professional verbal and written communication (Afrikaans proficiency advantageous).Strong active listening and client interviewing skills.Effective critical thinking and problem-solving abilities in a clinical and mobile setting.Planning, organizing, and prioritization skills to manage back to-back mobile appointments.Excellent time management, especially in travel-based roles.Strong interpersonal and customer service skills.Proficient driving skills with a good driving history.Attention to detail in clinical documentation and specimen handling.Technological proficiency: use of mobile apps, digital forms, and basic office software.

    Deadline:23rd August,2025

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    Team Leader: Correspondence

    Role Purpose    

    • To ensure the smooth functioning of the Correspondence Management (CMS) Department by leading a team of Contextualising Clerks and management of Service Level Agreement (SLA).

    Requirements    
    Qualification

    • Grade 12/Matric/Equivalent.
    • Tertiary qualification (advantageous)

    Experience

    • 3 - 5 years leadership experience, preferably in a correspondence or document management or similar environment.
    • Previous leadership experience in an operational role (advantageous)
    • Proven analytical and problem-solving skills.
    • Sound knowledge of monitoring and work control methodologies.
    • Sound knowledge of trending and reporting.
    • A sound knowledge of process improvement and innovative problem-solving techniques.
    • A sound understanding, interpretation and application of Scheme rules and service level agreements.
    • A solid working knowledge of computer packages i.e. Word, Excel.

    Duties & Responsibilities    
    Internal Process

    • Ensure overall adherence to all internal and external SLAs, CMS Business Unit Specific Business processes and mandates.
    • Daily distribution of correspondence to Contextualising Clerks to action within the SLA.
    • Daily, weekly, and monthly performance reporting.
    • Review statistics daily, weekly/monthly, and follow up with each direct report.
    • Motivate and encourage good performance according to agreed goals and objectives.
    • Discuss poor performance with the relevant Contextualising Clerk; agree on the steps to be taken to remedy and the time frames. Ensure implementation and follow-up.
    • Take corrective action on non-performance and behaviour influencing work negatively.
    • Conduct monthly review and performance appraisal sessions.
    • Regular dialogues with direct reports, aligned to Performance Excellence principles.
    • Respond to and resolve all problematic queries and concerns raised by all internal parties and all external stakeholders.
    • Assist & upskill Contextualising Clerks with difficult queries to ensure service excellence.
    • Investigate the root of system errors and resolve these errors by liaising with IT by submitting the necessary IT requests.
    • Ensure implementation of new processes or enhancements.

    Employee Administration.

    • Ensure employees adherence to all Momentum Metropolitan policies and procedures.
    • Arrange regular meetings with employees and provide continuous feedback to management.
    • Ensure that employees are kept abreast of all changes within the Business or amendments to SLAs.

    Client

    • Build and maintain relationships with clients and internal and external stakeholders.
    • Deliver on service level agreements applicable 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 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

    • Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
    • Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
    • Select and recruit suitably qualified talent in line with Employment Equity principles and MMI 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.
    • Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
    • Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
    • Effectively manage performance within the team in order to ensure business objectives are achieved.
    • Encourage innovation, change agility and collaboration within the team.

    Finance

    • Control and check expense claims for authorisation.
    • Prepare and check invoices and arrange for payments.
    • 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    

    • Business Acumen
    • Collaboration
    • Client/ Stakeholder Commitment
    • Drive for Results
    • Leads Change and Innovation
    • Impact and Influence
    • Self-Awareness and Insight
    • Diversity and Inclusiveness
    • Proven analytical and problem solving skills

    Deadline:25th August,2025

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    Shift Primary Health Nurse

    Role Purpose    

    • To provide and promote specialist professional nursing care within the scope of practice of a specialised clinical professional.

    Requirements    

    • A National Senior Certificate is essential
    • It is essential to have a Nursing Diploma or Degree
    • A postgraduate qualification in Primary Health Care is essential (One-year basic diploma in Clinical Nursing Science, Health Assessment or Treatment and Care)
    • Minimum of 2 - 3 years’ experience as a Registered Nurse
    • A Dispensing Course certificate is essential
    • The incumbent must be registered with the South African Nursing Council (SANC) as a Registered Nurse with additional qualification in Primary Health Care
    • MS 365 proficiency
    • Willing to work shifts, including weekends and public holidays

    Duties & Responsibilities    
    Patient Care Delivery

    • Patient assessments - health history, physical examinations, interpreting vital signs and tests.
    • Formulate, implement, guide and control a specialist nursing care action plan.
    • Carry out medical practitioners’ treatment requirements and report-back.
    • Coordinate the multi-disciplinary and changing patient or environmental conditions.
    • Appropriate referral of patients to a medical practitioner
    • Prescribe and dispense medication in the absence of a pharmacist or medical practitioner where necessary and within the scope of practice.
    • Counsel patients and their family concerning their condition, treatment and social consequences (if any).
    • Educate patients or other parties on the prevention of illnesses and the promotion of good health.
    • Provide healthcare professionals with information on patients as required and in accordance with company and professional standards.
    • Attend to the social and rehabilitative needs of the patient to optimally integrate the patient into the normal working and social environment.

    People Management and Coaching

    • Investigate gaps in the clinical performance of subordinates and initiate corrective measures to address performance.
    • Conduct clinical performance assessments.
    • Supervise the practical training of learners.
    • Develop lesson plans and provide training to other nursing staff and to other healthcare professionals where applicable.
    • Promote a team approach in relation to the delivery of patient care.
    • Provide leadership in terms of specialty nursing care required by the patient.

    Cost Management

    • Provide input on the annual budget with regards to specialty equipment.
    • Participate in stock audits.

    Administration

    • Extract and compile various reports.
    • Develop appropriate care standards for all levels of staff within their specialty.
    • Provide information about patient care / environment / trends in the unit at meetings.
    • Auditing of nursing care plans.
    • Keep abreast with new technology and changing legislation and apply within area of responsibility.
    • Reporting of occupational diseases and injuries.

    Competencies    

    • Excellent communication skills – verbal and written
    • Accountability
    • Planning and organising
    • Problem solving
    • Time management
    • Attention to detail
    • Interpersonal skills 
    • Customer orientation
    • Empathetic nature 
    • Team player
    • Ability to work independently
    • Ability to take initiative
    • Report writing skills
    • Coaching and mentoring skills

    Deadline:29th August,2025

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    Internal Service Consultant

    Role Purpose    

    • To provide resolution and support of high level and escalated queries received from key contacts at academic institutions/ embassies/ student representatives and financial advisors and administrative support to ensure client retention, development and maintenance of an allocated portfolio of clients.

    Requirements    

    • Grade 12 qualification
    • 5 years of experience in a customer service environment
    • 5 years of industry knowledge/experience is essential
    • Complementary product knowledge is essential
    • Wealth Management and RE Advantageous
    • MS Office knowledge
    • Good understanding of the intermediary/broker industry (specific to Health)
    • Experience in corporate relations and customer services is essential
    • Code 8 driver's license and own vehicle (advantageous)
    • Knowledge of Oracle platform of MMS and Complementary products
    • Business communications skills

    Duties & Responsibilities    

    • Assess service delivery based on engagement with business stakeholders and relevant analytics and implement plans for improvement
    • Present Momentum products and share benefit information with stakeholders and members
    • Promote, encourage and drive digital platforms engagement aligned with business strategy
    • Ensure relationships with key clients and stakeholders are positive and productive
    • Facilitate and mobilise billing discrepancies to resolution
    • Liaise with relevant stakeholders to support query resolution
    • Responsible for problem solving at all levels
    • Support Walk In Centre and provide front-line external consultation between members, institutions, brokers and Scheme
    • Same day resolution on all escalations and queries received, unless there is substantial evidence that this was beyond the control of the individual and team and every effort was made to resolve within the working day
    • Identify the root cause of the problem and ensure that the appropriate recovery measures and plans are implemented
    • Manage and monitor service standards, targets and service level agreements (SLAs)
    • Maintain a record of escalated queries, complaints and the corrective action taken to resolve problematic areas within the business
    • Maintain effective and efficient record keeping on the relevant system(s), monthly reporting
    • Written and verbal communication at both executive and member level
    • Perform client service shifts via digital channels via WhatsApp
    • Collaborate with relevant business units by sharing best practices and knowledge to enhance service delivery
    • Handling high level unresolved queries/disputes from Business Development Consultant
    • Handle high level unresolved queries from academic institutions, Financial Advisors & members
    • Identify areas where training is required to improve service levels
    • Build and maintain relationships with clients and internal and external stakeholders
    • Facilitate and/or hold helpdesk and wellness sessions on-site or virtually
    • Ensure sustainability of the product by advocating the use of the employer zone portal to appropriate clients
    • Facilitate and manage the year-end process from end-to-end: New business application process for new students and renewal of membership of returning students.

    Competencies    

    • Motivated
    • The ability to prioritise work and meet deadlines
    • Working accurately under pressure and paying attention to detail
    • Ability to work independently and maintain confidentiality
    • Excellent communication (both verbal and written) skills
    • Decision-making abilities, while being mindful of rules and processes
    • Team player
    • Ability to analyse situations and initiate appropriate corrective action
    • Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group
    • Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity
    • Deliver on expectations to clients and internal and external stakeholders in order to ensure that client expectations are managed
    • Drive a sense of urgency, focus, accountability, agility and execution to deliver business results
    • Actively leads change, does what is right for the business and drives continuous improvement through innovation
    • Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability
    • Prioritises the business interests of MMH and invests in the success of the group by aligning effort across divisions
    • Persuades, convinces, influences and inspires others, both within MMH and externally to win support, loyalty and gain commitment to the purpose of MMH
    • Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations
    • Develop and maintain productive and collaborative working relationships with peers and stakeholders
    • Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned
    • Takes responsibility for own development; and actively mentors, coaches and develops talent in others
    • Builds leadership bench strength for MMI by providing opportunities and experiences to develop skills, competencies and business knowledge
    • Contribute to continuous innovation through the development, sharing and implementation of new ideas

    Deadline:26th August,2025

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    Clinical Auditor X5 (Cape Town, Johannesburg, Durban or Gqeberha)

    Role Purpose    

    • To ensure claims are audited timeously and accurately, with a focus on reducing wastage and abuse, and to ensure that all claims are processed in accordance with authorisations and established criteria.

    Requirements    
    Education

    • Matric/Grade 12 - Essential
    • Bachelor's degree or equivalent qualification in a field such as Nursing - Essential
    • Intensive Care Unit (ICU), Science in Nursing (BSN), Health Information Management (BHIM), Health Administration, Healthcare Management, or a related field - Advantageous

    Experience 

    • 3 - 5 years of clinical experience in a healthcare environment - Essential
    • Previous exposure to clinical auditing - Advantageous 
    • Proficiency in MS Office / Office 365 - Essential

    Professional Licensing Requirements

    • Registered nurse with the South African Nursing Council (SANC) - Advantageous 

    Knowledge

    • Familiarity with medical coding systems (such as ICD-10) and accurate application for coding diagnoses, procedures, and services.
    • Understanding of relevant healthcare regulations, laws, compliance requirements, and medical coding guidelines.
    • Proficiency in reviewing and interpreting medical documentation, including records, notes, reports, and summaries.
    • Knowledge of medical terminology, diagnoses, procedures, treatment protocols, and healthcare benefit plans.
    • Understanding of billing practices, fee schedules, reimbursement methodologies, and billing guidelines.
    • Knowledge of clinical auditing methodologies, including data analysis, sampling methods, and audit tools.
    • Knowledge of quality assurance principles and methodologies in healthcare.
    • Familiarity with healthcare information systems, claims management systems, and relevant auditing software.
    • Understanding of Prescribed Minimum Benefits (PMB) legislation and its implications for healthcare coverage.
    • Knowledge of Clinical Auditing, Risk Management and Clinical and Billing rules. 

    Duties & Responsibilities    
    Process 

    • Apply scheme rules, clinical policies and protocols to support funding of claims.
    • Action allocated claims for audit within department KPIs and CMS requirements for claims payment.
    • Ensure accurate notes are made for all journals actioned on claims audited.
    • Assess PMB funding in collaboration with MCO (Managed Care Organisation) as well as approved PMB manual.
    • Act as clinical support to non-clinical Claim Auditors in terms of billing rules and any other funding rules.
    • Survey claims for correct application of tariff and refer discrepancies to the relevant team.
    • Review retrospective claim approvals and refer for additional clinical information to Medical Advisors.
    • Review claims for clinical appropriateness.
    • Analyse hospital claims data and trends to identify patterns and behaviour, proactively provide feedback to the business to influence provider behaviour, and implement changes to improve claims management processes.

    Client

    • Build and maintain relationships with clients and internal and external stakeholders.
    • Deliver on service level agreements applicable 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 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

    • Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
    • Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
    • Positively influence and manage change and offer specialist support where required.
    • Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
    • Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
    • Take ownership for driving career development.

    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.

    Competencies    

    • Problem-solving skills.
    • Critical thinking skills.
    • Collaboration skills.
    • Analytical skills.
    • Data analysis skills.
    • Adopting Practical Approaches.
    • Following Procedures.
    • Examining Information.

    Deadline:25th August,2025

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    Enrolled Nurse

    Role Purpose    

    • To provide nursing care for patients in line with the scope of practice as prescribed by the South African Nursing Council.

    Requirements    

    • A National Senior Certificate is essential
    • A certificate in Enrolled Nursing is essential
    • The incumbent must be registered with the South African Nursing Council (SANC) as an Enrolled Nurse 
    • 2 – 3 Years’ proven working experience as an Enrolled Nurse is essential
    • MS Office / Office 365 proficiency

    Duties & Responsibilities    

    • Ensure medical documentation is accurately maintained and available for retrieval when required.
    • Ensure stock is charged appropriately, well controlled and managed.
    • Ensure awareness of conditions that affect employee safety.
    • Adhere to medical waste management principles.
    • Responsible for ensuring correct use, cleaning and storage of equipment.
    • Report equipment needing repair or replacement, as well as potential and/or actual risks.
    • Maintain a therapeutic, clean and safe environment by maintaining good infection control practices.
    • Performing, interpretation, recording and reporting of vital signs.
    • Wound dressing as well as the removal of wound sutures and clips.
    • Assist doctors and professional nurses when necessary.
    • Collection of various laboratory specimens and updating of the register.
    • Administration of injections for indicated patients, family planning injectables and intravenous infusion.
    • Issuing and recording of chronic medication.
    • Compilation of daily observations data.

    Competencies    

    • Excellent written and verbal communication skills
    • Excellent listening skills
    • Ability to work independently
    • Ability to plan, organise and coordinate
    • Ability to build a good rapport
    • Ability to stay calm and composed
    • Ability to work under pressure
    • Empathetic and compassionate nature
    • Ability to perform tasks with integrity, within the ethical standards of the nursing profession

    Deadline:27th August,2025

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    YES Learnership

    Role Purpose    

    • As part of our Youth Development Strategy, we have adopted various initiatives to drive positive social impact and to directly impact unemployment of youth. In alignment with this there are multiple opportunities available within Momentum Investments across various areas where we would like to offer unemployed youth a 12-month opportunity to gain experience, this is in alignment and in partnership with the Youth Employment Services (YES). Please be advised that successful candidates will qualify for a monthly stipend. 

    Requirements    

    • Relevant Qualifications (Bachelor's degree, Diploma or Certificate) in the following areas:
    • Finance, Accounting, Tax and Audit.
    • IT, Information Science, Data and AI generating, Python or SQL Certificate, Data Analytics, Data Science, Business Analysis, Project Management, Business Intelligence.
    • Investment Management
    • LLB
    • Learning and Development, Skills Development, Human Resources or Industrial Psychology.
    • Functional ability to use MS Word, Excel and PowerPoint as a base.
    • South African citizens aged between 18 and 25.
    • Unemployed at the time of application.
    • First time participating in the Youth Employment Services (YES) programme.

    Duties & Responsibilities    

    • Gain exposure within Momentum Investments across various departments (e.g., HR, Finance, Marketing, Operations, Client Services, IT, etc.) depending on placement.
    • Demonstrate a willingness to learn, take initiative, and apply feedback to improve performance.
    • Uphold Momentum Investments’ values and represent the organisation professionally.
    • Engage in opportunities to develop personal and professional skills, including communication, teamwork, and problem-solving.

    Competencies    

    • Analytical skills: the ability to systematically and critically evaluate information, identify patterns, and solve complex problems.
    • Business Acumen: the ability to understand and make sound judgments about various aspects of a business.
    • Communication Skills: effective verbal and written communication.
    • Self-starter: someone who is proactive and motivated to begin and complete tasks or projects.

    Deadline:28th August,2025

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    Service Specialist (Temporary)

    Role Purpose    

    • As a Service Specialist within our Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients – providing our valuable clients with consistent, world class and legendary service of the highest quality, during every interaction, showing that we care and that to us investing is personal.
    • Your role will entail receiving, processing, evaluating, and responding to enquiries and instructions via various servicing channels within a fast paced, pressurized servicing environment. In addition, you will be responsible for accurately processing client instructions (not yet performed digitally by the Adviser), according to our processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving complex product related queries.
    • As a Service Specialist, you will be expected to perform tasks received from all our servicing channels, currently being telephone calls, emails, digital portal and manual instruction processing. You may be given a primary role in one of these channels, but all Service Specialists are appointed to perform work in all the servicing channels.

    Requirements    
    Qualifications, Experience and Knowledge

    • Minimum of 2 to 3 years practical and relevant experience, within the Investment, Insurance and Financial Services industry, with excellent administrative and innovative client servicing and support experience.
    • Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
    • Knowledge and experience of digital capabilities will be an advantage.
    • Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
    • Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage.
    • Grade 12 or equivalent with Maths and/or Accounting.
    • Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
    • Momentum Investments product, process, procedure, and system knowledge will be an advantage.
    • Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.
    • Dual-screen navigation and typing skills at an advanced level.
    • Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.
    • Knowledge – will be an advantage
    • Extensive financial services industry knowledge.
    • Sound knowledge of client service policies, procedures and processes.
    • Knowledge of business-related rules and regulations.
    • Knowledge of relevant regulatory and compliance requirements.
    • Knowledge of the operational running of call and service centers.
    • Relevant product knowledge.
    • Knowledge of complaints handling processes and procedures.

    Duties & Responsibilities    

    • Deliver positive, seamless and professional customer service during every interaction with the client in a considerate and timely manner.
    • Maintain a consistent differentiated client experience within a pressurized, fast-paced and deadline driven environment.
    • Compose thoughtful, personalized telephonic and/or email responses for a variety of client needs.
    • Maintain client confidentiality, at all times.
    • Capture and process valid client instructions accurately, the first-time round, within set service-level timelines and quality standards.
    • Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance and product process and procedure guidelines. Use of telephone interactions are encouraged in this instance to enable effective and efficient communication to enhance service experience.
    • Always keeping our clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
    • Assist, support, promote and train our Advisers, their admin staff, and our Channel Partners towards digital adoption to increase digital uptake. Work with all stakeholders to define their digital challenges and co-create solutions. Troubleshoot and resolve digital obstacles that may prevent us growing our digital footprint.
    • Support the team with processing instructions or tasks allocated or made available to you – be it client instructions, transactional indexing, clean-up projects, etc. Working together to create a combined centre of excellence.
    • Adhere to product, legislative and compliance processes, and procedures at all times.
    • Adhere to Client Centric and Treating Customers Fairly Principles.
    • Take responsibility for managing both reputational and financial risk, as a result of processing instructions as well as interactions with both internal and external clients.
    • Take personal responsibility and accountability for personal daily and monthly targets (production, quality and client satisfaction).
    • Make active daily contributions to help achieve team goals, targets, and successes, taking co- responsibility for the team’s deliverables as a collective team.
    • Research, follow-up and resolve client enquiries and problems through effective interaction with clients, intermediaries, investors, product specialists, operations areas, and other internal or external staff in a timely and professional manner. This includes the provision of timely feedback with internal and external stakeholders (always keeping the client and all stakeholders in the loop).
    • Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risk or threats.
    • Actively improve own performance and drive own development, including continuously improving knowledge for personal growth and development.
    • Continuously develop own expertise in terms of professional, industry, compliance, and legislative knowledge.
    • Live the Momentum Group values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.

    Competencies    

    • Passionate about service and service excellence - with a “will do, can do” attitude – demonstrating determination and encourage others to achieve excellence in every task, action and/or interaction.
    • Working with and servicing people - demonstrating an interest in others, working effectively in teams, building team spirit - showing care and consideration for individuals.
    • Has the ability to work well both under supervision as a member of a team, as well as independently.
    • Relating and networking - establishing effective relationships with clients and colleagues, networking effectively within and outside of the organization and relating well to individuals at all levels.
    • Highly organized, professional, efficient and effective, with a sense of urgency and excellent time management.
    • Very high attention to detail and quality work output.
    • Honesty and integrity - Respect for the confidentiality of our clients’ and Momentum Group’s affairs.
    • Resilience and adaptability – the ability to overcome obstacles and delivers results by showing tenacity, coping with pressures and setbacks by working productively in a stressful environment.
    • Adhering to Principles and Values - upholding ethics and values, acting with integrity and embracing diversity.
    • Presenting and communicating information - speaking and writing clearly and fluently, with the ability to relay information in a constructive and confident manner.
    • Analyzing data of a verbal and numerical nature as well as other sources of information, breaking information down into components, probing for further information and generating workable solutions to problems.

    Deadline:26th August,2025

    go to method of application »

    Executive: Data Management and Analytics

    Role Purpose    

    • To establish, lead, and continuously enhance the Data Management & Analytics Centre of Excellence, driving the development and execution of enterprise-wide data governance, management, and analytics strategies.

    Requirements    

    • Bachelor’s degree in data science, Statistics, Actuarial Science, Mathematics, Computer Science, or related field (Master’s preferred).
    • At least 8+ years of experience in data, analytics, or technology roles within banking, telecommunications, or insurance.
    • At least 3 years in a leadership capacity.
    • Demonstrated success in bridging business and technology for enterprise-wide data delivery.
    • Strong technical expertise in Azure Synapse, SQL, and data integration, Metadata and Master Data Management platforms.
    • Proven track record in executing analytics use cases .
    • In-depth knowledge of South African data governance and compliance.

    Duties & Responsibilities    
    Strategic data leadership

    • Lead the implementation of the enterprise data and analytics strategy aligned with business priorities, ensuring delivery of measurable business value.
    • Champion data governance, management, and quality initiatives, ensuring compliance with South African regulatory requirements.
    • Act as a liaison between business units and technology teams, translating business priorities into scalable, governed, and reusable data and analytics solutions.
    • Foster and embed a data-driven culture throughout Guardrisk, driving consistent data practices across all business units.

    Data Management & Architecture

    • Define and enforce standardised data input formats, source specifications, and data ingestion processes within the Guardrisk ecosystem.
    • Maintain and enrich a comprehensive data catalog with clear metadata, lineage, and ownership for transparency and traceability.
    • Align cross-functional units on common logic, definitions, joins, and KPIs to ensure enterprise-wide data consistency.
    • Continuously monitor data quality metrics, driving remediation efforts and maintaining trust and compliance.
    • Lead data governance bodies such as Data Council and Data SteerCos to oversee data governance frameworks.

    Use Case Execution for Support Functions

    • Develop, operationalise, and oversee analytics use cases for support functions (Finance, Risk, HR, Compliance, Actuarial), particularly where dedicated data teams are absent.
    • Integrate trusted datasets and analytics outputs into day-to-day business processes to enable informed decision-making.
    • Enforce guardrails to ensure all analytics initiatives adhere to governance and compliance standards.
    • Provide technical guidance to internal analytics teams, ensuring alignment with central data architecture and standards.

    Data Governance and compliance

    • Drive enterprise-wide adoption of central data definitions and datasets, promoting reuse and knowledge sharing.
    • Define and enforce data retention, archiving, and lifecycle management policies per regulatory requirements.
    • Lead initiatives to enhance metadata management, lineage tracking, and data quality assurance.
    • Serve as executive sponsor for data privacy and ethics programs, ensuring lawful and ethical data usage

    Technology and IT Partnership

    • Collaborate closely with IT leadership to design and maintain data pipelines, storage, and infrastructure that meet business needs.
    • Influence IT investments, ensuring data architecture and toolsets are flexible, scalable, and compliant to effectively enable execution of the Data strategy across the enterprise.
    • Build and maintain the data pipelines and infrastructure that allows for analytics use case execution

    People Leadership

    • Lead, coach, and develop a high-performing operations team to achieve strategic and operational objectives. 
    • Foster a culture of accountability, collaboration, and performance. 
    • Manage capacity, talent development, and succession planning within the operations function

    Competencies    

    • Developing strategies: Is focused on developing strategies; thinks in the longer term and anticipates trends; envisages the future and adopts a visionary approach.
    • Providing insights : Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgements.
    • Upholding standards : Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.
    • Articulating information: Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
    • Directing people: Is comfortable leading people; coordinates and directs groups; seeks to control things.
    • Making decisions: Is determined and decides on actions; willingly assumes responsibility; is definitive and stands by own decisions.

    Deadline:3rd September,2025

    go to method of application »

    Project Manager

    Role Purpose    

    • Manage the overall delivery of projects, from initiation to closeout, to meet the stated business objectives and benefits, in compliance with all relevant Governance, Risk and Audit requirements.

    Requirements    

    • Project Management Qualification
    • Relevant B-Degree
    • Knowledge of Employee Benefits industry
    • Knowledge of regulatory, legislative, governance risk and compliance landscape
    • 3-5 years’ experience managing projects in a diverse environment
    • Project Management Qualification
    • Relevant B-Degree
    • Knowledge of Employee Benefits industry
    • Knowledge of regulatory, legislative, governance risk and compliance landscape
    • 3-5 years’ experience managing projects in a diverse environment

    Duties & Responsibilities    
    INTERNAL PROCESS

    • Contribute to and coordinate the investigation of the feasibility of projects that support the achievement of business objectives.
    • Contribute to the development of relevant business cases for approval.
    • Determine and document the project scope in collaboration with team and stakeholders, to ensure project deliverables and expectations are clearly articulated and aligned to business objectives.
    • Determine and document project objectives and measures of success which will be used to evaluate project effectiveness.
    • In collaboration with stakeholders develop project plans which identify and sequence the activities and timelines needed to successfully deliver the project objectives.
    • Identify and manage dependencies between projects across the business.
    • Identify risks and collaborate with stakeholders to manage the mitigation of risks.
    • Liaise with various stakeholders to report on overall project progress, risks, issues as per Business Area-specific reporting requirements.
    • Liaise with various stakeholders to sign-off minutes for project meetings and workshops.
    • Analyse project-related data (issue logs, risk logs, action logs) to enable informed decision-making.
    • Oversee and sign-off project plans, resource schedules, work hours, budgets and expenditures.
    • Manage the project close out and the assessment of project effectiveness in order to make recommendations to improve project impact.
    • Recommend the implementation of initiatives that address project shortcomings or areas of concern.

    CLIENT

    • Provide authoritative, expertise and advice to clients and stakeholders.
    • 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.
    • 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
    • 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

    • Contribute to the financial planning process within area / project.
    • Identify opportunities 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: Analyses and processes information asks probing questions strives to find solutions to problems,
    • Adopting Practical Approaches: Applies practical skills when investigating issues prefers to learn by doing is practically minded and applies common sense,
    • Providing Insights: Is focused on continuously improving things provides insights by identifying key issues makes intuitive judgments,
    • Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people,
    • Establishing Rapport: Builds rapport and puts people at ease is engaging and welcomes people finds it easy to make friends,
    • Articulating Information: Is articulate in giving presentations is eloquent and explains things well and projects social confidence when articulating information,
    • Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks,
    • Managing Tasks: Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks,

    Deadline:2nd September,2025

    Method of Application

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