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
- The Data Engineer – Data Acquisition at Guardrisk is a hands-on integration and data enablement role responsible for ensuring that external data providers (cells, binder holders, system providers, administrators, and partners) deliver complete, accurate, timely, and technically compliant data that Guardrisk can reliably ingest and process.
- The role exists to design, implement, and operationalise external data ingestion pipelines, with a primary focus on premium bordereaux (BDX), and secondary responsibility for master and transactional data exchanged with third parties.
- This role works directly with external parties, engaging them on data structures, formats, validation rules, delivery mechanisms, and remediation of issues. It partners closely with the Data Architect (to align to target architecture and data models), Data Analysts (to ensure analytical usability), and Data Stewards (to ensure operational data quality once data is live).
- The role is delivery-oriented and externally facing, bridging business requirements, technical standards, and partner capabilities to ensure Guardrisk can confidently process and rely on third-party data.
Requirements
Qualifications & Experience
- Bachelor’s Degree in Computer Science, Information Systems, Engineering, or related field.
- Strong emphasis on practical data engineering experience over theoretical qualifications.
- 5+ years’ experience as a data engineer, with demonstrable focus on:
- External data ingestion and integration.
- File- and API-based data exchange.
- Data validation and reconciliation.
Strong experience working with:
- Bordereaux or high-volume transactional data.
- Financial or insurance datasets.
- Proven experience engaging directly with external data providers.
- Solid exposure to Microsoft Azure data technologies (e.g. Azure Data Factory, Synapse, Databricks, SQL).
- Insurance domain experience strongly preferred, especially where data impacts:
- Premium processing.
- Finance.
- Reporting and regulatory submissions.
Duties & Responsibilities
External Data Acquisition & Integration (Primary Accountability)
Design, build, and maintain data ingestion pipelines for external data sources, with a primary focus on:
- Premium bordereaux (BDX)
- Policy and transactional feeds
- Supporting master data where required
- Implement ingestion patterns aligned to Guardrisk’s data architecture (batch, file-based, API, secure transfer).
Ensure external data conforms to agreed:
- Data models
- Schemas
- Validation and reconciliation rules
- Delivery frequency and cut-offs
- Enable scalable and repeatable onboarding of new external data providers.
- External Partner Engagement & Enablement
- Act as the technical data interface between Guardrisk and external providers.
Engage directly with:
- Cells
- Binder holders
- Administrators
- System providers
Support partners by:
- Explaining Guardrisk data requirements and standards
- Assisting with mapping, formatting, and transformation logic
- Advising on delivery mechanisms and error handling
- Drive remediation where partner data does not meet required standards.
- Travel to partner and provide onsite support.
- Premium BDX Enablement & Control
- Implement robust ingestion and validation of premium bordereaux, including:
- Structural validation
- Completeness checks
- Reconciliation against expected volumes and values
Ensure BDX data is fit for:
- Finance and premium recognition
- Underwriting performance analysis
- Regulatory and internal reporting
- Work with Data Analysts and Finance to resolve discrepancies early in the pipeline.
Data Quality & Issue Resolution (Engineering Perspective)
- Build and Support automated validation and control checks into ingestion pipelines.
- Support the Data Validator and the rollout in the external data provider space.
- Partner with Data Stewards when operational data quality issues are detected.
Perform root cause analysis across:
- Source systems
- Partner delivery processes
- Ingestion and transformation logic
- Implement durable fixes rather than manual workarounds.
Alignment with Data Architecture & Analytics
- Work closely with the Data Architect to ensure:
- External data aligns to Guardrisk canonical models
- Integration patterns support the target architecture
Collaborate with Data Analysts to ensure:
- External data is usable for analytical and reporting purposes
- Key business metrics can be reliably derived
- Ensure ingestion design balances technical correctness and business usability.
Documentation & Data Contracts
Maintain practical technical documentation for external data integrations, including:
- Data schemas
- Mapping specifications
- Validation rules
- Known constraints or caveats
- Support the definition and enforcement of data contracts with external providers.
Soft Skills
- Strong analytical and problem-solving ability, with a focus on diagnosing data designs, patterns and solutions under operational pressure
- High attention to detail, particularly when working with data used in critical business processes
- Clear, confident communicator able to explain data issues and solutions in business-friendly language
- Comfortable working across business and technical teams to drive resolution
- Accountable and outcomes-focused, with a bias toward action rather than escalation
Competencies
External Data Integration & Engineering
- Ability to design and implement resilient ingestion pipelines for third-party data.
- Strong understanding of data validation, reconciliation, and controls.
Partner Enablement & Communication
- Ability to work with external parties and support them in their data extraction processes.
- Comfortable engaging external parties on technical data topics.
- Able to explain Guardrisk requirements clearly and pragmatically.
- Balances firmness on standards with practical support.
Analytical & Problem Solving
- Strong diagnostic skills across systems and data flows.
- Able to trace data issues end-to-end across organisational boundaries.
Collaboration & Ownership
- Works effectively with architects, analysts, and stewards.
- Takes ownership of data arriving fit-for-purpose from source, not just “technically delivered”.
Closing Date
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Role Purpose
- To provide operational and administrative Human Capital support across the employee lifecycle while enabling the effective coordination, tracking, and execution of Human Capital initiatives, projects, and business priorities.
Requirements
- 2–4 years’ experience in Human Capital administration, coordination, or operational support.
- Exposure to financial services industry is preferred.
- Bachelor’s degree or equivalent qualification in Human Resource Management, Industrial Psychology, or a related field.
- Exposure to HC reporting, stakeholder coordination, or project administration would be advantageous.
- Advantageous exposure includes experience working with recruitment systems, HC dashboards/reporting, workflow tackers, and relevant workplace people system (eg: Workday / PeopleSoft etc.)
Duties & Responsibilities
- In Group Finance and Risk Management, we’re looking for a Human Capital Consultant who will play a key operational and coordination role within the Human Capital team. In this role, you’ll help keep our HC environment running smoothly by ensuring strong administration, proactive coordination, accurate tracking, and consistent follow-through across a wide range of people practices and initiatives.
- This role is ideal for someone who enjoys working in a fast-paced environment, thrives on organisation and stakeholder engagement, and wants exposure to broader Human Capital projects and strategic initiatives while building strong operational capability.
At its core, the role focuses on four key areas:
- HC Operations & Administration
- HC Coordination, Tracking & Project Enablement
- Stakeholder Support & Business Enablement
- Reporting, Governance & Operational Insights
Some of the things you’ll get involved in include:
HC Operations & Administration
- Coordinating and administering HC processes across the employee lifecycle, including recruitment, onboarding, engagement, performance processes, and offboarding
- Maintaining accurate HC records, trackers, reports, and system updates
- Supporting the preparation of HC documentation, presentations, governance records, and communication material
- Assisting with scheduling, logistics, and coordination across HC activities and touchpoints
- Supporting employee relations administration through documentation, scheduling, and case tracking
- Ensuring all HC documentation remains accurate, compliant, and audit-ready
HC Coordination, Tracking & Project Enablement
- Supporting HC projects and initiatives through coordination, tracking, scheduling, and follow-through
- Managing operational trackers, action logs, project plans, and progress updates
- Assisting with reporting packs, dashboards, and stakeholder updates
- Monitoring deliverables, timelines, and dependencies while escalating risks or delays where needed
- Supporting operational planning rhythms by ensuring actions and decisions are documented and tracked effectively
Stakeholder Support & Business Enablement
- Acting as a reliable support partner to employees, line managers, and HC stakeholders
- Providing first-line support on HC processes, systems, templates, and administrative requirements
- Supporting communication and engagement between the HC team and business stakeholders
- Building strong working relationships to enable smooth operational delivery
- Ensuring stakeholder queries are tracked, managed, resolved, or escalated appropriately
Reporting, Governance & Operational Insights
- Consolidating and preparing HC operational reports and data sets across the HC value chain
- Monitoring operational metrics, turnaround times, and progress against agreed deliverables
- Conducting quality checks on reports, trackers, and data inputs to ensure accuracy and completeness
- Supporting governance and audit readiness through strong document management and record-keeping practices
- Assisting in identifying opportunities to improve administrative and operational processes
Competencies
- To succeed in this role, you’ll need to be someone who thrives in a fast-moving environment where coordination, organisation, and proactive follow-through are critical.
- We’re looking for an individual who combines strong operational discipline with a people-focused mindset, someone who enjoys bringing structure to complexity, keeping momentum across multiple priorities, and enabling others through reliable support and execution.
- This role requires a balance of professionalism, attention to detail, communication capability, and the ability to manage multiple moving parts while maintaining high standards of delivery.
Skills & Capabilities
Foundational understanding of HC processes and labour legislation
- Demonstrates a solid grounding in core Human Capital processes across the employee lifecycle, with an awareness of the importance of governance, compliance, confidentiality, and procedural consistency within a regulated environment.
Reporting, data management, and quality checking capability
- Comfortable working with operational data, trackers, and reporting inputs while ensuring accuracy, completeness, and strong quality control across all deliverables and administrative outputs.
Microsoft Excel, PowerPoint, and reporting skills
- Able to work confidently across reporting tools and presentations to support dashboards, tracking reports, operational updates, stakeholder packs, and HC insights.
Attention to detail and governance orientation
- Maintains a high standard of accuracy and professionalism across documentation, systems, reporting, and communication, with a strong appreciation for governance and audit readiness.
Stakeholder engagement and communication skills
- Builds positive and professional working relationships across multiple stakeholder groups, ensuring that communication, coordination, and follow-through remain consistent and effective.
Excellent verbal and written communication skills
- Communicates clearly, professionally, and confidently across both written and verbal channels, with the ability to engage effectively with employees, managers, and broader HC stakeholders.
Competencies
Managing Tasks
- Effectively coordinates and prioritises multiple activities, ensuring deliverables are managed efficiently and completed within agreed timelines.
Following Procedures
- Works consistently within established processes, policies, governance requirements, and operational standards while maintaining a high level of reliability.
Checking Things
- Demonstrates strong attention to detail by carefully reviewing information, identifying inconsistencies, and ensuring accuracy across systems, reports, and documentation.
Providing Insights
- Able to identify trends, risks, gaps, or opportunities within operational activities and provide meaningful observations that support better decision-making and execution.
Team Working
- Collaborates effectively within the HC team and across business stakeholders, contributing positively to team delivery, coordination, and shared outcomes.
Meeting Timescales
- Maintains strong delivery discipline by managing deadlines, following up proactively, and ensuring activities progress according to agreed operational rhythms.
Adopting Practical Approaches
- Approaches work in a structured, solutions-oriented manner, focusing on practical execution and continuous operational improvement.
Taking Action
- Demonstrates initiative and ownership by proactively following through on tasks, escalating risks where needed, and supporting progress without requiring constant direction.
Upholding Standards
- Maintains professionalism, confidentiality, governance, and quality standards consistently across all interactions, processes, and outputs.
Closing Date
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Role Purpose
- Deliver professional service to clients through various servicing channels (inbound calls, emails,digital platforms, walk-in interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.
Requirements
- Matric or equivalent - Esssentil
- Business related qualification - Desirable
- Product training - Desirable
- 2 - 3 Years' experience in a call centre or client service environment with proven knowledge of customer service principles and practices
- Experience within Medical Aid Industry - (Esssential)
Knowledge
- Proficient in English and another official South African language (e.g. Afrikaans, Zulu, Xhosa etc.) (preferred)
- MS Office Suite (Word, Excel)
- Business Area-specific products and procedures (preferred)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
- Take ownership of complaints and ensure they are resolved timeously and effectively.
- Provide clients with the relevant information and documentation as required in line with policy guidelines.
- Capture and update client information on relevant system/s, based on data received from the client.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Adhere to legislative / compliance requirements in the service process.
- Identify and report process and system failures and enhancements to improve client experience.
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 after sales 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.
- 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.
- 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
- Articulating Information
- Upholding Standards
- Documenting Facts
- Showing Composure
- Taking Action
- Establishing Rapport
- Meeting Timescales
Closing Date
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Role Purpose
- The role of the Credit Analyst is to provide analysis and recommendations on potential credit investments as an input into the credit portfolio management process, within the Fixed Income team’s philosophy and strategy in order to achieve desired client and portfolio outcomes, and the Momentum Group’s strategic objectives. Implement the fixed income team’s process and philosophy.
Requirements
- Honours degree in Accounting, Finance, Mathematics or Statistics
- CFA or MCom in Finance or Risk Management/ working towards either (advantage)
- 6+ years relevant experience in a banking or asset management environment
- Practical experience working with credit market securities (including structured securities)
- Financial Statement Analysis
- Advanced excel proficiency, with the ability to build corporate financial models
- Strong research acumen
- Stakeholder management, analytical, influencing skills
Duties & Responsibilities
Credit Research & Market Analysis
- Conduct credit research across sectors, analysing economic, regulatory, and market trends.
- Monitor fixed income markets, interest rates, credit spreads, and liquidity conditions.
- Identify emerging risks and opportunities for investment insights.
Credit Analysis & Investment Recommendations
- Perform fundamental credit analysis on issuers and debt instruments.
- Evaluate financial strength, cash flow, leverage, and risk factors.
- Develop financial models and assign internal credit ratings.
- Provide clear investment recommendations and produce detailed credit reports.
Risk Modelling & Portfolio Analytics
- Develop and maintain credit risk and portfolio monitoring models
- Analyse portfolio exposure, concentration risk, and sector allocation.
- Improve research eficfiency through data-driven tools and automation.
Due Diligence & Legal Review
- Participate in investment due diligence processes.
- Review legal documents (e.g., covenants, agreements, security structures).
- Assess legal risks and collaborate with stakeholders to mitigate them.
Post-Investment Monitoring & Governance
- Monitor investments and maintain credit watchlists.
- Track issuer performance and covenant compliance.
- Prepare reports for governance committees and stakeholders.
ESG & Stakeholder Engagement
- Integrate ESG factors into credit analysis and decisions.
- Engage with issuer management and assess sustainability risks.
- Collaborate with internal and external stakeholders.
Market Intelligence & Competitor Analysis
- Analyse competitors and industry developments.
- Monitor trends in credit markets and investment practices.
- Maintain professional networks and industry presence.
Reporting, Stakeholder & Client Support
- Prepare reports and present insights to committees and stakeholders.
- Support portfolio decisions with credit expertise.
- Promote client service excellence and continuous improvement.
Competencies
- Business acumen
- Client/Stakeholder commitment
- Driving for results
- Leads change and innovation
- Collaborations
- Impact and influence
- Self-awareness and insight
- Diversity and inclusiveness
Closing Date
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Role Purpose
- To design, develop, facilitate, and continuously improve learning solutions that enhance knowledge, compliance, product understanding, and service delivery within the organisation.
- The role focuses on training delivery, and instructional design. This role is focused on developing innovative and engaging learning experiences, both digital and face-to-face, to build capability across insurance topics, client communication, service excellence, and regulatory requirements.
Requirements
Qualification
- Grade 12
- Occupationally Directed Education, Training and Development Practices (ODETDP) or similar qualification
- Instructional Design certification (advantageous)
Experience
- 3–5 years’ experience in Learning & Development, training facilitation, or instructional design
- Experience in an insurance or financial services environment (preferred)
- Experience designing and delivering training programmes
- Experience developing eLearning and digital learning content
- Experience working with a Learning Management System (LMS)
- Experience in training client communication and service standards-based courses, basic insurance, and compliance topics (advantageous)
- Experience with Articulate 360 design tool (advantageous)
Knowledge and Skills
- Basic knowledge of General Insurance Background (GIB) principles (advantageous)
- Basic knowledge of compliance requirements (FICAA, Client Authentication) (advantageous)
- Understanding of adult learning principles and instructional design methodologies
- Knowledge of insurance products, systems, and processes
- Instructional design and content development skills
- Understanding of business processes and client service standards
- Digital content creation (eLearning, videos, guides, assessments, simple gamification)
Duties & Responsibilities
Process
- Design, develop and deliver training programmes on but not limited to: General Insurance Background (GIB), Compliance (FICAA and Client Authentication), Writing Skills, and Telephone Benchmarks.
- Develop and maintain learning material including facilitator guides, learner guides, assessments, and digital content.
- Design and implement eLearning solutions for technical insurance products such as Myriad, Investo and MMerge.
- Create blended learning journeys incorporating classroom, virtual and self-directed learning.
- Conduct needs analysis to identify skills gaps and recommend appropriate learning interventions when necessary.
- Facilitate training sessions using a variety of methodology.
- Develop assessments, evaluate learner performance and report on training effectiveness.
Manage assessments on L&Ps’ assessment tool.
- Continuously review and update all learning content to ensure accuracy and alignment with business and regulatory requirements.
- Manage learning content on LMS and track learner progress and completion.
- Ensure quality assurance of all learning material and interventions.
Client
- Build and maintain relationships with internal stakeholders such as Business Unit (BU) management teams and subject matter experts.
- Deliver learning solutions aligned to business needs and client expectations.
- Provide expert advice on learning and development solutions.
- Ensure effective communication and stakeholder engagement across all learning projects.
People
- Create a positive work climate and culture to energise oneself as well as L&P employees, give meaning to work, minimise work disruption and maximise own productivity.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Deliberately drive own consistency as well as amongst team members to ensure a standardised approach to the L&P value chain throughout the business.
- Effectively manage own development and performance.
- Encourage innovation, change agility and collaboration within the L&P team.
Finance
- Identify and implement cost-effective learning solutions while ensuring high quality delivery.
- Use company resources (time, systems, and equipment) efficiently and responsibly.
Competencies
- Planning and organising
- Communication (verbal and written)
- Facilitation and presentation skills
- Communication skills
- Instructional design capability
- Analytical thinking
- Stakeholder engagement
- Adaptability and resilience
- Attention to detail
Closing Date
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Role Purpose
- The successful incumbent will be responsible to lead a team responsible for supporting clients, ensuring all requests, queries, escalations, and documentation are in accordance with agreed Service Level Agreements and legislative and compliance requirements.
Requirements
QUALIFICATION
- Grade 12 or equivalent (Essential).
- Business or Industry related qualification (Desirable).
- Relevant product and system training (Desirable).
EXPERIENCE
- 3 - 5 years' experience in a call centre or client service environment with proven knowledge of customer service principles and practices.
- 4 - 5 years' experience in client service environment with proven knowledge of customer service principles and practices.
- 2 - 3 years’ management experience.
- Exposure to the health / insurance industry (preferred).
KNOWLEDGE
- Relevant business products, processes, systems and procedures
- Relevant regulatory and compliance requirements
- MS Office Suite (Word, Excel)
Duties & Responsibilities
INTERNAL PROCESS
- Manage and guide the team with the resolution and delivery of client requests, queries, escalations, documentation and provide feedback in accordance with Service Level
- Agreement and legislative and compliance requirements.Manage, monitor and control the team's delivery on Service Level Agreements made with clients.
- Manage, monitor and control the team’s execution of client requests, concerns and queries.
- Act as an escalation point to the team in addressing and resolving client queries.
- Ensure team’s adherence to correct procedure and protocol when following up on and attending to queries.
- Analyse the Client Service processes and identify opportunities for improvements; implement improvements within the team.
- Identify and report process and system failures and enhancements to improve client experience.
- Update and maintain relevant standard operating procedures within the Client Service area, to ensure the maintenance of quality and consistency in service delivery and client experience.
- Ensure that the team outputs are aligned to business objectives.
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.
- Ensure satisfactory resolution of all queries and problems escalated.
- Developing and renewing best practice guidelines and procedures concerning client service.
- Implementation of mechanisms to improve client service
- Planning and implementing after-sales service and damage control interventions to ensure client satisfaction.
PEOPLE
- Effectively manage a team to deliver quality service to clients.
- 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 team cohesiveness and performance.
- Manage individual performance and provide appropriate training interventions where necessary.
- Ensuring operational efficiency within the department.
- Ensure that staff members are aware of their individual responsibilities, measurement and targets.
FINANCE
- Contribute to the financial planning process within area.
- 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
- Communication skills
- Language proficiency
- Planning skills
- Interpersonal skills
- Analytical skills
Closing Date
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Role Purpose
- The Legal Administrator provides essential operational, organisational and administrative support to the Legal team, ensuring the smooth functioning of legal processes, document management, agreement execution and workflows for efficiency.
- The role enables the legal function to operate efficiently through high quality coordination, accurate documentation management, effective stakeholder support, and the proactive use of technology and AI enabled tools to improve turnaround times, reduce manual work, and enhance the overall client and team experience.
- The Legal Administrator builds strong working relationships with internal stakeholders, supports legal processes, and upholds high standards of professionalism, confidentiality, organisation and service delivery.
Requirements
Qualifications, Experience and Knowledge
- Matric
- BA or relevant degree (Recognition of Prior Learning may be considered)
- At least 3+ years legal and administrative experience
- Experience working within a legal environment (in-house legal or law firm) Proficiency with contract management systems and digital workflow tools preferred
- Strong background in administrative/legal operations and document management
Preferred Skills
- Strong planning and organisational ability
- Excellent attention to detail and accuracy
- High level of professionalism and accountability
- Strong administrative and coordination skills
- Advanced Microsoft Office proficiency (with key focus on SharePoint)
- Ability to manage multiple tasks simultaneously
- Excellent written and verbal communication skills
- Document formatting and template management
- Digital literacy and ability to adopt new technologies
Duties & Responsibilities
Process:
- Provide comprehensive administrative and operational support to the Legal function, enabling efficient execution of legal processes, requests, documents and commitments.
- Manage and maintain the contract management system, ensuring that agreements are accurately filed, securely stored, and consistently updated.
- Oversee the signature lifecycle of legal agreements, ensuring all documents are circulated, tracked, signed, and filed timeously.
- Format legal documents, update templates, and ensure consistency in style, branding, structure and version control.
- Ensure efficient and timeous completion of all documentation, requests, administrative tasks, and internal workflows.
- Proactively use workflow tools, digital platforms and AI-enabled capabilities (e.g., automated document formatting, version tracking, contract tagging, summarisation tools) to reduce manual work and improve accuracy and turnaround time.
- Support the upkeep and optimisation of Legal’s processes, documentation repositories and internal filing systems.
- Process expense claims and invoices, collect or deliver documents where required, and assist with operational tasks that support the legal function.
- Take ownership of administrative queries and resolve them promptly, escalating issues when necessary.
- Ensure compliance with governance requirements and maintain accurate and reliable records for audit and reporting purposes.
- Contribute to continuous improvement initiatives, automation efforts and opportunities to optimise legal administration processes.
Client Service:
- Build and maintain strong working relationships with internal clients, stakeholders and the Legal as well as broader Governance team.
- Support delivery on service level agreements (SLAs) by ensuring timely and high-quality administrative outputs.
- Provide a warm, professional, and responsive service experience to stakeholders interacting with the Legal team.
- Ensure client expectations are effectively managed through proactive communication, timely follow-ups and consistent quality.
- Contribute to a positive client-service culture through professionalism, collaboration, and service excellence.
People:
- Collaborate closely with the Legal team to support team priorities, shared goals and high?quality service delivery.
- Actively share knowledge, updates, insights and process improvements with team members.
- Participate in team discussions on administrative trends, workflow optimisation, challenges and successes.
- Demonstrate professionalism, accountability, reliability and integrity in all interactions.
- Continuously develop own skills, including digital literacy, legal systems proficiency, and the use of AI-enabled tools that improve efficiency.
- Uphold the values and culture of the organisation and contribute to a positive team environment.
Finance:
- Ensure effective financial administration, including processing and tracking of expense claims, legal fee invoices and other cost?related submissions.
- Support accurate record-keeping for governance, audit, and compliance purposes.
- Assist in managing risks associated with document handling, confidentiality, and data accuracy.
Competencies
- Examining and Organizing Information
- Convincing People
- Embracing Change
- Providing Insights
- Challenging Ideas
- Upholding Standards
- Conveying Self-Confidence
- Lead Process Improvement
- Drive for Results
- Collaboration
Closing Date
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Role Purpose
- To attend to day to day Non-Motor claims handling across various products and to provide supervisory oversight over a defined area.
Requirements
- Matric
- Computer Literacy(MS Word, Outlook and Excel)
- Comfortable with Insurance Systems
- Higher Certificate in Insurance
- Completed RE exams for representatives
- Intensive knowledge and experience of Commercial insurance products and complex claims
- Minimum 10 years of experience
Duties & Responsibilities
- Handling /settling non-motor own damage claims in accordance with applicable policies and standard operating procedures
- Handling and settling claims within stipulated time frames and as per SLA’s in place
- Entering into settlement negotiations with clients/Brokers on behalf of Underwriters
- Negotiating with various claims assessors and other related service providers
- Providing Clients/ Brokers with the highest standard of service Providing Clients / Brokers with feedback on claim progress at all times
- Ensuring diary system is implemented and adhered to at all times
- Rendering of assistance from time to time with adhoc tasks
- Maintaining and updating reserves
- Attending to payment requests
- Managing outstanding claims volumes
- Timely responses to email and telephonic messages
- Accurate record keeping
- Proper time keeping and task prioritization/ management
- Attending to any other tasks as may be assigned from time to time.
- Provide a supervisory function over a defined area within the claims department which shall include among others
- Providing technical advice to the area where required.
Competencies
- Good interpersonal skills
- Negotiation skills
- Management Skills
- Communication skills
- Attention to Detail
- Ability to work under pressure
- Team player
Closing Date
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Role Purpose
- To provide technical support for a portfolio of applications within the Application Operations area of the business.
Requirements
Qualification and Experience
- Matric Certificate/ Grade 12 Qualification (essential)
- IT Diploma/ Degree/ Bsc Computer Science or any related degree/diploma (essential)
- ITIL Certification (desired)
- 4 - 5 years relevant IT experience
- EndUser support experience
Duties & Responsibilities
Internal Process
- Proactively identify problems and managing risks that might compromise the availability of applications.
- Monitor end to end to end service and application availability.
- Provide 2nd level end-user support for a portfolio of applications.
- Engage in problem analysis for a portfolio of applications across multiple platforms.
- Restore services after a break in availability.
- Maintain service availability according to Service Level Agreements.
- Engage in continuous improvement of service availability and performance levels.
- Participate in the release management of new applications/upgrades/changes.
- Engage in capacity planning for the Applications Portfolio.
- Focus on preventative maintenance activities, such as Security Updates.
- Consider life cycle management of Application services.
- Focus on vendor engagement for problem resolution and application support.
- Engage in disaster recovery and business continuity planning for Application services.
Client Services
- 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 , clients 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.
- Effectively manage time and ensure optimal productivity.
- Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
- Be self-confident, self-motivated and relentlessly pursue targets and goals.
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
Skills and Knowledge
- Expert technical knowledge of disaster recovery.
- Knowledge of end user support for portfolio applications.
- Knowledge of lifecycle management.
- Knowledge of software development practices like DevOps and CI/CD tool chains.
- TICK and ELK (Open Source monitoring tools) (Advantageous)
- GIT (Advantageous)
- Ansible (Advantageous)
- Python scripting (Advantageous)
- Examining and Articulating Information
- Interpreting Data
- Following Procedures
- Providing Insights
- Interacting with People
- Meeting Timescales
Closing Date
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Role Purpose
- The Senior Portfolio Manager – Fixed Income is accountable for the end-to-end management, performance, and risk outcomes of fixed income portfolios across multiple mandates.
- The role is responsible for setting and executing portfolio strategy, leading sophisticated investment decision-making across yield curves and instruments, and contributing to the broader investment and business strategy of the organisation.
- The incumbent will operate as a senior investment professional, applying deep market expertise, disciplined portfolio construction, and active risk management to deliver superior, risk-adjusted outcomes aligned to client objectives, mandates, and the Fixed Income team’s philosophy, while supporting the Momentum Group’s strategic objectives.
Requirements
- Bachelor’s degree in a relevant discipline such as Investment Management, Finance, Mathematics, Economics, or similar.
- Honours degree or postgraduate qualification preferred.
- CFA designation (or actively studying towards CFA) or equivalent professional qualification strongly advantageous.
- Minimum of 7–10 years’ experience in fixed income portfolio management, trading, or related investment roles, with demonstrated accountability for portfolio outcomes.
- Proven experience in portfolio construction, asset allocation, risk management, and performance attribution.
- Strong understanding of South African and global macro-economic drivers, fixed income markets, and regulatory environment.
- Experience contributing at senior investment committee level is advantageous.
Duties & Responsibilities
Portfolio Strategy, Construction and Management
- Take full accountability for the performance, risk profile, and mandate compliance of assigned fixed income portfolios.
- Lead end-to-end portfolio management, including asset allocation, security selection, trading, rebalancing, and cash management.
- Construct and manage portfolios across the yield curve using a robust, research-driven investment process.
- Position portfolios tactically to enhance returns while maintaining alignment to strategic asset allocation and risk budgets.
- Ensure asset allocation views are consistently reflected and implemented across relevant mandates.
- Utilise derivatives, where permitted by mandate, to enhance returns, manage risk, or protect portfolio outcomes.
- Maintain oversight of portfolio adherence to mandates, regulatory requirements, and internal investment governance standards.
Investment Research, Insight and Decision-Making
- Lead and contribute to in-depth analysis of South African and global fixed income markets, macro-economic conditions, monetary policy, and credit dynamics.
- Develop, maintain, and enhance quantitative and qualitative models to support valuation, risk analysis, and investment decisions.
- Identify key investment themes, opportunities, and risks with material impact on performance, income, and capital preservation.
- Drive rigorous debate, challenge, and peer review within the Fixed Income team to strengthen investment outcomes.
- Contribute to the ongoing development and refinement of the Fixed Income investment philosophy and process.
Trading, Execution and Risk Management
- Oversee and actively participate in trading activity, ensuring best execution and effective implementation of investment decisions.
- Engage with dealing desks and relevant stakeholders to manage trade limits, liquidity considerations, and execution strategy.
- Monitor portfolio risk, diversification, and exposures at asset class and instrument level.
- Ensure consistent application of risk management frameworks, controls, and escalation protocols.
Governance, Committees and Reporting
- Actively contribute to the House View Investment Committee, Asset Allocation Committee, and other relevant forums.
- Implement committee decisions and house views across portfolios in a disciplined and timely manner.
- Collate, analyse, and present investment insights, portfolio positioning, and market outlooks to internal committees and senior stakeholders.
- Monitor portfolio performance and conduct detailed attribution analysis to explain outcomes and inform future decisions.
Client, Stakeholder and Business Contribution
- Provide senior-level technical expertise and insight to support client engagement, sales, and marketing initiatives.
- Engage with internal and external stakeholders to ensure clear communication of investment strategy, positioning, and performance.
- Manage service delivery against agreed service level agreements and client expectations.
- Make recommendations to enhance client outcomes, fair treatment of clients, and overall service quality.
- Represent the Fixed Income capability through industry engagement, networking, and benchmarking to sustain competitive advantage.
Leadership, Collaboration and Culture
- Act as a senior contributor and mentor within the Fixed Income team, providing guidance, support, and cover where required.
- Foster a collaborative, high-performance culture that encourages learning, innovation, and accountability.
- Contribute to the strategic direction of the investment team and broader business.
- Drive innovation in investment approaches, tools, and processes to improve efficiency and outcomes.
Operational Excellence and Continuous Improvement
- Identify opportunities to enhance operational efficiency and cost-effectiveness within area of responsibility.
- Manage financial and other resources under control responsibly and in line with company policies.
- Continuously upskill and remain current with industry developments, best practices, and regulatory changes to remain future-fit.
Competencies
- Business acumen
- Client/Stakeholder commitment
- Driving for results
- Leads change and innovation
- Collaborations
- Impact and influence
- Self-awareness and insight
- Diversity and inclusiveness
Closing Date
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Role Purpose
- As a Quality Assurer (QA) (previously known as Quality Controller (QC)) within our Momentum Wealth Service Centre, your primary responsibility is to meticulously oversee data quality on business systems, ensuring compliance with standards while also upholding and monitoring the quality assurance process.
- Your duties will involve receiving, reviewing, assessing, evaluating, and either approving or declining instructions through different service channels within a dynamic and demanding service environment. Additionally, you'll be accountable for processing instructions accurately, aligning with our quality benchmarks and timelines, all with the aim of consistently elevating the client experience and delivering top-quality work.
Requirements
Experience and Qualifications
- Minimum of 3-5 years of practical experience in Investment, Insurance, and Financial Services, with a focus on administration, client service and support, particularly in the international investment sector is a plus.
- Understanding legislation in the insurance and international investment industry, such as GDPR, POPIA, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, and LTA is advantageous.
- A minimum of a Grade 12 (or equivalent) with Math and/or
- Possession of a Com in Finance/Investments or related tertiary qualifications is favourable.
- Knowledge of Momentum Wealth products, processes, procedures, and
- Familiarity with Gemstone, BPM, and Activity
- Proficiency in dual-screen navigation and advanced typing
- Excellent computer skills, including the ability to quickly learn and understand new
- Intermediate proficiency with the Microsoft Office suite (Excel, Word, Outlook, and Teams).
Knowledge
- Deep understanding of the financial services
- Strong grasp of client service policies and
- Familiarity with business rules and
- Awareness of relevant regulatory and compliance
- Understanding of call and service centre
- Relevant product
- Knowledge of how complaints are handled and
Duties & Responsibilities
Internal
- Ensure operational processes and procedures are
- Assess the quality of data captured on business systems against quality standards to ensure correctness of data.
- Identify, report on and monitor process and system improvements
- Identify internal gaps, risks, and training needs, and work with stakeholders to create action
- Collect information on quality assurance and adherence to procedures for a comprehensive view of
- Report on areas of opportunity and risk within the team(s), make recommendations to close identified gaps and own the process of incorporating these recommendations.
- In conjunction with the line manager, provide constructive feedback to the team on quality
- Coach team members to meet quality
- Implement quality assurance processes and standards to maintain operational
- Demonstrate leadership and accountability to enhance team collaboration and skills
- Evaluate/audit emails and calls handled by the service
Client
- Offer expert advice to internal
- Establish and keep relationships with both internal and external
- Fulfil service level agreements with key stakeholders to manage
- Suggest improvements for better client experiences and fair treatment within your
- Contribute to a culture of valuable relationships, feedback, and exceptional client
People
- Foster productive relationships with peers, clients, and
- Actively engage in and promote change
- Continuously expand your expertise in professional, industry, and legislative
- Promote innovation by generating, sharing, and implementing new
- Take charge of your own career
- Efficiently manage your time for optimal
- Keep technical product and legislative knowledge up to date to offer relevant client solutions and meet governance requirements.
- Display self-confidence, self-motivation, and relentless pursuit of targets and
Finance
- Identify solutions to enhance cost effectiveness and increase operational
- Handle financial and other company resources
- Contribute to risk identification and share recommendations where
General
- Provide exceptional, considerate, and timely customer service in all
- Maintain a consistent and exceptional client experience in a fast-paced
- Create personalized phone and email responses for diverse client
- Safeguard client confidentiality at all
- Collaborate with and assist the Momentum Wealth team on various tasks be it client instructions, processing, transactional indexing, clean-up projects, etc to enhance excellence.
- Follow product, legislative, risk, and compliance procedures
- Uphold client-centered and fair treatment
- Manage reputational and financial risks arising from interactions with all
- Take personal responsibility for meeting daily and monthly
- Contribute daily to achieve team goals and
- Promote a culture of identifying and recommending improvements for better client service, cost- effectiveness, efficiency, and risk reduction.
- Actively improve performance and personal
- Continuously develop expertise in professional, industry, compliance, and legislative
- Embrace Momentum Metropolitan values: Accountability, Diversity, Excellence, Integrity, Innovation, and Teamwork.
Competencies
- Passionate about service excellence, with a "can-do" attitude that inspires determination and excellence in every task and interaction.
- Skilled at working with and serving people, demonstrating teamwork, care, and
- Works effectively both independently and as part of a
- Skilled in building effective relationships with clients and colleagues, networking within and outside the
- Highly organized, professional, efficient, and time
- Exceptional attention to detail and quality
- Values honesty, integrity, and client
- Resilient and adaptable, able to overcome obstacles and deliver results in a stressful
- Upholds principles, ethics, and values while embracing
- Communicates information clearly and confidently, both in speech and
- Analyses verbal, numerical, and other data, breaks it down into components, seeks additional information, and generates practical solutions to problems.
Closing Date
Method of Application
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