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...
Read more about this company
Role Purpose
- The Head: Value Proposition and Operations is responsible for designing, integrating, and continuously enhancing a market-leading Private Wealth offering that delivers exceptional outcomes for high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs) and their respective wealth managers.
- This role will lead the strategic development and execution of a globally integrated wealth proposition spanning investments, fiduciary and tax structuring, insurance, concierge, and offshore banking solutions through a combination of internal capabilities and strategic partnerships, while ensuring the operating model, governance disciplines, and service infrastructure are fit for scale, consistency, and execution excellence.
- The successful person will deeply understand the needs of high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), intermediaries, and wealth managers as well as how they operate, including their expectations, decision-making behaviours, service sensitivities, and relationship dynamics and translate these insights into a differentiated, individualised and premium client experience.
- The role requires an uncompromising commitment to excellence, service quality, operational execution, and proposition relevance. The successful candidate will drive a culture where “good enough” is never acceptable and where every client interaction reflects best-in-class private wealth standards.
Requirements
Qualifications and Experience
- Relevant postgraduate qualification.
- 8-10 years’ experience in private wealth, financial services, or a related environment, with significant exposure to adviser, client, proposition, and operational leadership.
- Proven experience designing solutions to solve the needs for Advisers and clients.
- Strong exposure to HNWI/UHNWI client servicing models.
- Demonstrated experience managing strategic partnerships and multi-disciplinary solution ecosystems.
- Strong understanding of adviser operating models and relationship management dynamics.
- Demonstrated experience leading operating model design, process optimisation, delivery governance, and cross-functional execution at a senior level.
Duties & Responsibilities
Strategic Proposition Leadership
- Define and evolve the end-to-end Private Wealth value proposition aligned to the organisation’s strategic objectives and target market positioning.
- Develop integrated wealth solutions across:
- Investments and portfolio management solutions
- Global banking and lending solutions
- Concierge and lifestyle services
- Fiduciary and estate planning
- Tax advisory and structuring
- Insurance solutions
- Identify opportunities to expand the proposition through internal capability enhancement and complementary external partnerships.
- Ensure the proposition remains competitive, differentiated, commercially viable, and aligned with evolving HNWI/UHNWI needs.
Client & Adviser Insight Leadership
- Develop deep insight into the behaviours, expectations, and servicing needs of high net-worth clients and wealth managers.
- Understand how wealth managers and portfolio managers build trust, influence client decisions and structure relationships.
- Maintain close engagement with wealth managers, relationship managers, investment specialists, fiduciary professionals, and external partners to ensure practical and relevant solution design.
- Translate market intelligence and client feedback into tangible proposition enhancements.
- Develop clear client segmentation, personas, life-stage needs, and service models for HNW, UHNW, family office, entrepreneur, professional, executive, and intergenerational wealth segments.
- Ensure the proposition addresses key client moments including liquidity events, succession, wealth transfers, retirement, offshore diversification, philanthropy, business structuring, and legacy planning.
Service Excellence & Quality Delivery
- Champion exceptional service standards across every touchpoint within the Private Wealth ecosystem.
- Establish and work with the service teams to ensure service quality frameworks, client experience standards, and delivery governance are in place to deliver on the Private Wealth proposition.
- Drive a culture of precision, responsiveness, professionalism for a great client experience.
- Ensure execution excellence across internal teams and strategic partners.
- Continuously identify service gaps, friction points, and operational inefficiencies and implement improvements rapidly across the team.
- Set a high-performance benchmark where quality, consistency, and client satisfaction are non-negotiable. Ensure regular feedback from stakeholders to influence how we deliver service to retain and attract clients.
Partnership & Ecosystem Management
- Identify, negotiate, and manage strategic partnerships that enhance the overall value proposition.
- Ensure external partners meet the organisation’s standards for service, professionalism, compliance, and client experience.
- Build an integrated ecosystem that enables seamless delivery of solutions across multiple disciplines.
Commercial & Growth Enablement
- Support adviser effectiveness by ensuring propositions are practical, compelling, and easy to position with clients.
- Drive proposition-led growth opportunities across client acquisition, retention, deepening, and share-of-wallet expansion.
- Work closely with distribution teams to improve client engagement and solution adoption.
- Contribute to revenue growth through innovative and commercially relevant proposition development.
- Define and monitor proposition performance, including adoption, client penetration, retention, revenue contribution, profitability, partner performance, and client satisfaction.
- Ensure propositions are commercially sustainable, appropriately priced, scalable, and aligned to business growth ambitions.
- Identify opportunities to deepen client relationships through integrated solution design and improved adviser enablement.
- Operational Leadership & Execution Governance
- Translate strategic priorities into an effective operating model with clear governance, decision rights, service standards, and execution accountability.
- Drive end-to-end operational excellence across the value chain by simplifying workflows, improving process efficiency, and embedding scalable ways of working.
- Establish performance measures, service metrics, and management reporting to monitor delivery effectiveness, identify risks, and support data-driven decision-making.
- Lead cross-functional execution across internal teams, service providers, and enabling functions to ensure seamless delivery of the Private Wealth proposition.
- Oversee operational readiness for new propositions, partnerships, and service enhancements, ensuring implementation plans, controls, and capacity requirements are in place.
- Identify and drive continuous improvement, automation, and operational resilience initiatives to enhance client experience, productivity, and business sustainability.
Governance, Risk & Regulatory Alignment
- Partner with the Governance team to ensure all proposition components operate within regulatory, legal, fiduciary, and compliance frameworks.
- Maintain strong governance standards across partnerships, client servicing, and proposition delivery.
- Partner with Risk, Compliance, Legal, and Product teams to mitigate operational and reputational risks.
Leadership Expectations
The Head: Value Proposition & Operations is expected to:
- Inspire excellence across teams and partners.
- Raise service and quality standards continuously.
- Build a culture of accountability, responsiveness, and ownership.
- Lead with professionalism, integrity, and client obsession.
- Challenge conventional thinking to create differentiated wealth experiences.
- The role requires an individual who instinctively understands that affluent clients and advisers expect seamless execution, trusted expertise, discretion, and exceptional service, every time.
Competencies
- Strategic & Commercial
- Strategic thinking
- Commercial acumen
- Market insight
- Innovation orientation
- Solution design capability
- Relationship & Influence
- Executive presence
- Stakeholder management
- Influencing and negotiation
- Relationship-building capability
- High emotional intelligence
- Operational Excellence
- Attention to detail
- Service quality obsession
- Execution discipline and delivery oversight
- Process improvement orientation
- Strong governance mindset
- Performance management and KPI oversight
- Operating model design and process optimisation
- Change leadership and transformation execution
Personal Attributes
- Client-centric mindset
- Professional maturity and discretion
- High standards and low tolerance for mediocrity
- Driven, resilient, and accountable
- Naturally collaborative yet decisive
- Passion for excellence and premium client experiences
Closing Date
go to method of application »
Role Purpose
- We are establishing a new Private Wealth business focused on delivering bespoke wealth management solutions and family office services to high-net-worth individuals (HNWIs), ultra-high net worth individuals (UHNWIs) and select entrepreneurial clients.
- The Head of Acquisition, Growth and Client Service will be responsible for leading the growth and distribution strategy of the business, which will include the recruitment and/or acquisition of top-tier wealth managers, portfolio managers and potentially high-value clients, while also shaping a distinctive client service and client experience approach that supports long-term retention and advocacy.
- This is a senior leadership role suited to a commercially driven professional with extensive experience in wealth management distribution, adviser recruitment, and high-net-worth client acquisition. The successful candidate will play a critical role in shaping the growth trajectory, market positioning, and commercial success of the business.
Requirements
Experience
- Extensive experience within Private Wealth, Wealth Management, Financial Advisory, or Investment Management sectors.
- Proven track record in adviser recruitment, business development, and distribution leadership.
- Strong understanding of high-net-worth and ultra-high net worth client segments.
- Established industry network across financial advisers, intermediaries, and affluent client communities.
- Demonstrated success in driving revenue growth and expanding distribution capability.
- Demonstrated ability to embed a client-centric culture and enhance service delivery and client experience within a high-value advice or wealth environment.
- Strong commercial acumen and entrepreneurial mindset.
- Exceptional relationship management, negotiation, and influencing skills.
- Ability to operate strategically while remaining hands-on in building the business.
- Experience building or scaling a new Private Wealth or advisory business.
- Existing relationships with top-performing advisers, portfolio managers and wealth management professionals.
- Knowledge of regulatory and compliance frameworks relevant to wealth management and financial advice.
Qualifications
- B.Com or similar.
- CFP qualification will be beneficial.
Duties & Responsibilities
Adviser Acquisition & Distribution Growth
- Develop and execute a strategic acquisition plan to recruit high-performing wealth managers, portfolio managers and lead wealth management practice acquisitions.
- Build a strong pipeline of experienced wealth managers and portfolio managers aligned to the vision and proposition of the Private Wealth business.
- Establish and maintain relationships across the adviser, wealth management, investment management and financial planning industry.
- Drive national distribution growth through adviser recruitment, strategic partnerships, and referral networks.
- Identify market opportunities and competitor activity to strengthen market penetration.
- Design and oversee the onboarding and integration journey for newly recruited wealth managers, portfolio managers and advisory teams.
- Ensure new joiners are enabled through proposition training, client migration support, systems access, operational readiness and clear commercial expectations.
- Monitor productivity, retention, engagement and early-stage performance of recruited advisers and teams.
Client Acquisition & Relationship Management
- Lead initiatives to attract and retain high-net-worth and ultra-high net worth clients, with a strong focus on delivering an exceptional end-to-end client experience.
- Develop and maintain relationships with key strategic partners and professional networks.
- Partner with wealth managers to support business development opportunities and client engagement strategies.
- Work closely with the Head: Value Proposition to ensure that solutions are developed based on needs and feedback from the market to drive the continuous enhancement of the client value proposition to ensure a differentiated offering in the market.
- Define and drive client service standards, service disciplines and experience principles that reinforce a differentiated, high-touch Private Wealth proposition.
- Monitor client feedback, service trends and experience insights to identify opportunities to improve satisfaction, loyalty and retention.
- Identify, assess and lead adviser practice, book and team acquisition opportunities aligned to the Private Wealth strategy.
- Develop commercial models for onboarding advisers, teams or client books, including valuation principles, integration planning, retention risk and cultural fit.
- Partner with Finance, Legal, Risk and Compliance to structure acquisition opportunities appropriately.
- Design and implement a market-leading succession planning framework for wealth managers and portfolio managers.
Strategic Leadership
- Contribute to the overall growth strategy and commercial objectives of the Private Wealth business.
- Work closely with executive leadership to develop scalable acquisition and retention strategies.
- Provide market intelligence and insights into wealth manager and HNW client trends within the domestic wealth industry.
- Drive a high-performance culture focused on growth, client excellence, service delivery, and collaboration.
Brand & Market Presence
- Represent the Private Wealth business at industry events, conferences, and networking engagements.
- Enhance the reputation and visibility of the business within the Private Wealth and wealth manager industry.
- Build credibility with wealth managers, strategic partners and clients through strong industry relationships and thought leadership.
- Own and deliver agreed growth targets across adviser acquisition, client acquisition, assets under management/advice, revenue, retention and profitability.
- Develop and manage the growth pipeline, including conversion metrics, expected revenue contribution, timing, risk and probability.
- Use data and management information to track acquisition activity, pipeline progression, adviser productivity, client conversion and return on investment.
Competencies
- Highly driven and commercially focused.
- Entrepreneurial and growth oriented.
- Credible, influential, and relationship centric.
- Strategic thinker with strong execution capability.
- Professional presence with excellent communication skills.
- Deep commitment to client centricity, service excellence, and continuous improvement of the client experience.
Closing Date
go to method of application »
Role Purpose
- This is an opportunity for an enthusiastic individual to become a core part of the Momentum Institutional Investments Change team. The successful candidate is responsible for the end-to-end delivery of strategic, regulatory and operational initiatives, ensuring delivery against agreed scope, timelines and governance standards.
- The role requires a hands-on approach, with active involvement in the detail of delivery, including aspects of business analysis, solution definition, process optimisation, and implementation activities. The incumbent is expected to take ownership beyond coordination, contributing directly to the development of project plans, and in some cases assisting the business with refining business requirements, and operational processes.
- The role further includes accountability for enabling structured change adoption across impacted stakeholders, ensuring that the rationale, impact, and strategic alignment of initiatives are clearly understood and embedded in the business.
Requirements
- Relevant degree (Commerce, Engineering, Information Systems, Project Management or similar)
- Minimum 5 years’ experience in project delivery in financial services or investments
- Proven experience delivering end-to-end projects
Strong Experience in:
- Business analysis (business cases, BRDs)
- Process design and optimisation
- Microsoft office suite skills – Word, Excel and PowerPoint
- Utilization of AI tools
- Experience working within structured governance environments
- Formal project management and business analysis certification or qualifications (PMP, PRINCE2, Agile)
- Exposure to regulatory or transformation initiatives will be advantageous
- The Project Manager role includes responsibility for delivery, business analysis, and change integration within initiatives. While collaboration with specialist roles may occur, accountability for successful delivery, requirements definition, and stakeholder alignment remains with the Project Manager.
Duties & Responsibilities
Strategic Delivery and Execution
- Deliver assigned projects end-to-end against approved scope, timelines, and priorities.
- Maintain project plans, milestones and dependencies.
- Proactively resolve delivery blockers and escalate where required.
- Coordinate and support testing activities, including development of test scenarios, execution oversight and documentation of outcomes to ensure quality implementation.
Business Analysis
- Produce Business Requirements Documents (BRDs) where applicable.
- Ensure stakeholder sign-off on requirements.
Process Optimisation
- Identify, design and implement process improvements to enhance operational efficiency and scalability.
- Maintain and update process documentation within the Bizagi platform to ensure alignment between implemented solutions and documented operating models.
Governance and Reporting
- Develop and maintain structured project plans, including milestones, dependencies, risks and resource requirements, to support delivery visibility and governance.
- Produce accurate, timely and high-quality reporting outputs, including dashboards and SteerCo reporting packs
Change Management
Take accountability for change management across all assigned initiatives by:
- Ensuring all impacted stakeholders are identified and engaged
- Clearly communicating the rationale, impact and benefits of change
- Driving alignment to strategic objectives
- Supporting business readiness and adoption during implementation
- Ensure that change impacts are understood and embedded to enable sustainable outcomes
Risk & Issue Management
- Identify, track and actively manage risks, issues, assumptions and dependencies, including development and execution of mitigation actions to ensure delivery timelines and outcomes.
Stakeholder Alignment
- Build and maintain strong stakeholder relationships across business, operations and technology teams, ensuring alignment on scope, priorities, risks and delivery expectations.
- Facilitate resolution of conflicts, scope changes and misalignment to enable continued progress.
Digital Enablement
- Leverage digital tools to enhance delivery effectiveness, including the use of collaboration platforms, automated reporting, and AI-enabled meeting and tracking tools.
Innovation and Innovative Solutions
- Identify and implement innovative, practical solutions that improve operational efficiency, delivery quality and stakeholder outcomes.
- Continuously challenge current ways of working and recommend enhancements that simplify processes, reduce manual effort and support scalability.
- Use technology, data and AI-enabled tools to improve execution, reporting and decision-making where appropriate.
Competencies
- Keep abreast of industry best practices by liaising with external project management & business analysis forums.
- Deciding and initiating action
- Cross-department collaboration skills will be required, along with hands-on efforts using the actual tools.
- Data management skills – ability to manage large data sets (data mining and interrogation)
- Analytical skills to determine root cause of problems and apply creative and effective solutions.
- Ability to cope under pressure and high work volumes.
- Ability to pay attention to details.
- Delivers against agreed milestones and escalates deviations proactively.
- Drives initiatives through to completion with clear accountability.
- Facilitation and Presentation
- Applies structured problem-solving to improve processes and delivery outcomes.
- Business Acumen
- Collabration
Closing Date
go to method of application »
Role Purpose
- Develop and implement a fit-for-purpose Digital and Technology strategy for the Private Wealth business, enabling growth, scalability, and a differentiated client experience.
- This role will focus on building an integrated digital eco-system across the Private Wealth planning unit, underpinned by modern infrastructure, data capabilities, and AI-driven solutions.
- This role will drive transformation across client-facing platforms, internal systems, external partners and data environments ensuring the business is enabled through secure, scalable, and innovative technology.
Requirements
Experience and Qualifications
- Postgraduate degree in Information Technology, Computer Science, Digital Transformation, or related field.
- 8 years’ experience in digital and technology leadership roles, preferably within financial services or investments.
- Proven experience delivering digital platforms (web, mobile, LOB systems) and data solutions.
- Strong experience in AI, data architecture, and analytics environments.
- Experience in building and managing scalable infrastructure and cloud-based environments.
- Track record of leading digital transformation and technology enablement initiatives.
- Experience working with agile methodologies and modern delivery frameworks.
Duties & Responsibilities
Strategy & Implementation
- Define and execute a Digital and Technology strategy aligned to the Private Wealth business objectives and growth ambitions.
- Develop a target operating model that integrates digital platforms, data, infrastructure, and client experience.
- Drive end-to-end implementation of digital and technology initiatives across the Private Wealth value chain.
- Ensure alignment between business priorities and technology delivery without compromising system integrity or scalability.
- Design and implement a seamlessly integrated technology eco-system comprised of numerous internal capabilities, external software providers and strategic partners.
Digital Platforms & Client Experience
Lead the development and delivery of core digital assets including:
- Website and Mobile (Mobi) platforms for client engagement and self-service.
- Line of Business (LOB) systems supporting administration of investments, portfolio management.
- Platform enablement to deliver a premium, differentiated experience for HNW and UHNW clients.
- Market-leading platforms to facilitate FAIS Cat I and Cat II services.
- Ensure seamless, intuitive, and secure digital client journeys across all touchpoints.
- Drive continuous enhancement of digital channels to improve client acquisition, engagement, and retention.
AI, Data & Analytics
- Define and implement an AI strategy to enhance client insights, personalisation, and operational efficiency.
- Identify and deploy use cases across advisory, trading, risk management, and client servicing.
- Oversee the development and management of a data warehouse to enable a single source of truth for the business.
- Enable advanced analytics, reporting, and predictive capabilities to support decision-making.
- Ensure strong data governance, quality, security, and regulatory compliance.
Technology Enablement
- Identify and implement technology solutions that enhance productivity, scalability, and client outcomes.
- Drive integration across systems between Private Wealth and other support functions.
- Enable digital tools (CRM, client portals, workflow systems) to support advisors and operational teams.
Infrastructure & Architecture
- Oversee the design, implementation, and management of robust technology infrastructure.
- Ensure cloud adoption and scalable architecture to support growth and innovation.
- Maintain high levels of system availability, performance, and resilience.
- Embed cybersecurity, data protection, and privacy as core components of the technology environment.
Transformation, Innovation & Governance
- Drive the digital transformation agenda across the Private Wealth business.
- Stay abreast of emerging technologies, trends, and regulatory developments.
- Evaluate and adopt new technologies (AI, machine learning, automation, etc.) where relevant.
- Establish governance frameworks to ensure effective prioritisation, delivery, and risk management of technology initiatives.
- Measure ROI on digital and technology investments and optimise accordingly.
Stakeholder Engagement
- Build strong relationships with internal stakeholders and the IT and Digital community within Momentum Group.
- Act as a trusted advisor on digital and technology matters, platforms and forums.
- Collaborate across business units to ensure alignment and successful delivery of initiatives.
- Engage with external partners, vendors, and industry bodies to bring best practices into the organisation in alignment with Momentum Group practices.
Leadership & People Management
- Build, lead, and develop a high-performing digital and technology capability over time which will consist of partnership and collaboration.
- Foster a culture of innovation, agility, and continuous improvement.
- Champion change and drive adoption of new technologies across the business.
Operational & Financial Management
- Manage the Digital and Technology budget in alignment with strategic priorities.
- Ensure cost-effective delivery of solutions while maintaining quality and scalability.
- Identify opportunities to improve operational efficiency through technology.
- Manage financial risk and ensure adherence to governance standards.
Competencies
- Strategic thinking and execution
- Strong technology and digital acumen
- Data-driven decision making
- Leadership and people development
- Stakeholder management and influence
- Innovation and change leadership
- Commercial and business acumen
Closing Date
go to method of application »
Role Purpose
- The Programme Manager is accountable for the end-to-end delivery of a programme (a portfolio of interrelated projects and complex workstreams) that enables the successful development, launch, scaling and ongoing optimisation of a new Private Wealth business and its integration with Momentum Securities.
- The role ensures delivery to agreed scope, timelines, quality standards and budget, while proactively identifying, managing and resolving risks and issues across the full delivery lifecycle.
- This is a governance, partner-management and alignment-facing role that requires the ability to build trusted relationships with senior internal stakeholders and external providers.
- The Programme Manager drives clear decision-making, maintains programme cadence and reporting, and enables delivery through multi-disciplinary teams, often without direct line authority.
Requirements
Qualifications, experience and knowledge
- Relevant qualification.
- PMP, PRINCE2 or equivalent project/programme management certification preferred.
- Experience with Agile delivery practices (e.g. SAFe, Scrum and/or Kanban).
- Extensive experience leading business transformation initiatives and critical technology deliveries/software implementations, preferably within financial services or fintech.
- Sound understanding of the investment and wealth management industry would be an advantage.
Duties & Responsibilities
- Develop an execution plan in line with strategic objectives
- Ensure strategic alignment so the programme delivers desired business outcomes (not only scope, time and budget).
- Manage end-to-end programme delivery
- Manage end-to-end programme delivery through the full lifecycle, from initiation through to implementation and stabilisation of the Private Wealth business.
- Co-develop and maintain an integrated programme plan (delivery and change) that delivers the agreed scope to time, budget and quality criteria.
- Identify, align and actively manage interdependencies, assumptions and constraints across projects, workstreams and functional teams.
- Manage change control, ensuring programme changes and commercial impacts are assessed and agreed with the CEO: Private Wealth.
- Ensure operational readiness activities are completed and that business/process changes are implemented ahead of go-live.
- Provide input into resource utilisation by managing team dynamics and resolving impediments to delivery.
- Coach team members by providing fit-for-purpose tools, techniques and frameworks to support programme execution (e.g. stakeholder management frameworks).
- Demonstrate client-centricity at every touchpoint to enable an exceptional Private Wealth experience.
- Uphold governing standards and controls
- Establish and run fit-for-purpose governance and controls, ensuring delivery aligns to Momentum requirements, approach and standards.
Stakeholder engagement
- Work with senior stakeholders to agree and manage programme scope, timelines, deliverables and decision points to enable execution.
- Lead stakeholder engagement to enable informed, timeous decisions, manage expectations, and maintain alignment on priorities and approach.
- Where relevant, manage third-party suppliers: ensure contracts are in place, performance is monitored, and outcomes are delivered for Momentum Private Wealth and Momentum Investments
- Manage programme risks and tradeoffs efficiently
- Proactively identify, manage and escalate programme risks and issues, ensuring the CEO: Private Wealth has clear line of sight through regular reporting.
- Drive ownership and follow-through by identifying gaps where work is not assigned and coordinating resolution across stakeholders.
- Advise the business on complex trade-offs related to scope, timelines, cost and risk, including decisions with significant financial implications.
- Reporting and reviews
- Provide timely, accurate and comprehensive reporting to the CEO: Private Wealth and agreed governance forums.
- Facilitate post-implementation reviews and lessons learned to improve future releases and implementations.
- Drive continuous improvement, supporting process improvement initiatives and embedding repeatable ways of working.
Competencies
- Strong influencing skills.
- Self-starter, able to work independently.
- Great at connecting the dots and pulling various parts of the programme together.
- Good debating and decision-making skills.
- Above average conceptual thinking, planning abilities, problem solving and written skills.
- Exceptional communication skills and capable of working with internal and external stakeholders.
- Experience of managing senior stakeholders.
- Ability to think laterally and resolve complex challenges often through tradeoffs.
- Resilience to lead a team through challenging times.
- Good understanding of team dynamics and the ability to align teams.
- Portray professionalism and confidence and able to instill trust.
- High integrity and work ethics.
- Team player and focus on collaborative approaches.
- Problem solver.
Closing Date
go to method of application »
Role Purpose
- To oversee the claims risk management investigation process, review prepared case reports, and guide the medical claims investigation process to ensure it aligns and supports team objectives.
Requirements
Qualification
- Matric
- Relevant B-degree in Forensics, Risk Management, Auditing or Law
- Post-graduate qualification in related field (advantageous)
- Specific licensing or registration
- Certified Fraud Examiner (ACFE), or equivalent
- Membership to a professional body
Knowledge
- Knowledge of Fraud, Waste and Abuse within the healthcare regulatory environment (FWA)
- Knowledge of Medical Aid Scheme fraud investigation methodologies
- The ability to guide the development of quantitative models to assist with investigations and identification methodology (advantageous)
Skills
- Forensic Investigations
- Excellent report writing skills
- Interpretation of data
- The ability to coherently communicate findings/ make recommendations based off information deduced from the data
- Highly developed interpersonal skills
- Meticulous attention to detail
- Exceptional aptitude for handling multiple tasks simultaneously and systematically under stressful conditions.
- Outstanding communication skills and ability to communicate at all levels throughout the organisation.
Experience
- At least 5 years’ experience in the field of forensic/corporate investigations (essential)
- 5 years management experience (essential)
- Healthcare services investigations
- Experience in Financial Crime Compliance (advantageous)
- Experience in complex forensic investigations
Duties & Responsibilities
Internal Process
- Perform allegation assessment using real time fraud detection analytical tools to identify any outlier behaviour and potential FWA in reported practices.
- Review allegation reports and providing insights & feedback.
- Decide whether to allocate or close a case based on the assessment conducted.
- Mentor and provide guidance to the Assessment team to focus the assessment conducted and to improve their investigative skills.
- Audit the information received from providers and draw appropriate conclusions.
- Attend client meetings and governance forums as well as industry engagements as necessary.
- Participate in legal processes where required and testify to investigation findings if necessary.
- Liaise with various internal and external stakeholders to build and maintain relationships.
- Keep abreast of relevant legislation, regulation, and policies within the Healthcare industry.
- Contribute to the development of fraud prevention policies, strategies, plans and other related documents.
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.
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 Momentum Group 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.
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
- Directing People
- Adopting Practical Approaches
- Making Decisions
- Developing Strategies
- Resolving Conflict
- Empowering Individuals
- Team Working
- Upholding Standards
Closing Date
go to method of application »
Role Purpose
- Guardrisk, part of Momentum Group Limited, is South Africa’s leading provider of cell captive business and alternative risk transfer solutions, offering tailor-made risk financing and access to professional reinsurance markets.
- As the market leader, we specialise in innovative cell captive structures that allow clients to operate their own insurance products within a ring-fenced facility, including underwriting, actuarial, legal, compliance and financial reporting services – without the costs and complexities of establishing an insurance company. Registered for most statutory classes of non-life and life insurance, we provide customised cover and strategic risk solutions.
- Our services cater to corporates that are serious about risk management, those facing complex or high-cost risks and businesses looking to offer their own branded insurance products.
Requirements
Qualifications
- Bachelor’s Degree in Human Resources/ Industrial Psychology or related field Registration as a Psychometrist will be an added advantage
Experience
- Minimum 5 years’ experience in talent acquisition or recruitment, with a focus on sourcing and managing talent pipelines
- Experience using various recruitment platforms
- Exposure to psychometric assessment tools advantageous
- Reputable talent sourcing at all managerial levels essential including Executive search
Duties & Responsibilities
- Taking Action: Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy.
- Checking things: Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.
- Managing tasks: Manages tasks by being organised and methodical; plans activities systematically; sets priorities for tasks
Competencies
- Producing output: Is focused on activity and works quickly; keeps busy and maintains productivity; is comfortable multi-tasking to produce output. Upholding standards: Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.
- Team working: Works participatively with others; is democratic and encourages team contributions; collaboratively involves others in decision-making. Embracing change : Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new challenges.
Closing Date
go to method of application »
Role Purpose
- The purpose of this role is to execute on Broker and SMA (Short-term Broker Relationship Consultant) Sales and Management Strategy in Western Cape, KZN, Eastern Cape, Southern Cape, whilst achieving a seamless client experience across this channel.
- To grow and ensure high levels of service offered by Momentum Insure Company, whilst developing and maintaining good business relationships with brokers and supporting SMA’s broker functions.
- Educate brokers and SMA’s in respect of Momentum Insure products to ensure that high standards are met and maintained and to reduce overall business and compliance risks.
- Introduction of new Momentum Insure Products.
- Strong leadership is required to motivate and inspire the Broker Sales and SMA Service Team.
- The Broker Relationship Manager needs to ensure effective capacity management of available resources to achieve broker sales targets and delivery of excellent client service across this channel.
- To ensure that the processes within the Broker & SMA team complies with legislative and process requirements.
- To enhance skills levels of all staff and create a healthy work environment. Contracting and achieving training and development plans for Broker Sales and Service Team. Manage transformation and employment equity.
Requirements
- Matric/Grade 12
- Regulatory exams accredited FAIS requirements, RE1 and 5
- Full qualification –Commercial and Personal Insurance NQF Level 5 or relevant qualification in field
- 5 years servicing experience in short term insurance or financial industry, personal and commercial insurance
- 5 years' experience in dealing with brokers
- Capable of competently using Power point and other visual aids and software packages
- Ability to present professionally to Executives and Corporate Accounts
Duties & Responsibilities
- Responsibilities and work outputs Maintaining Key Relationships
- Draw up and meet SLAs agreed with Brokers
- Conduct face-to-face weekly, bi-weekly, monthly visits to brokers as well as supporting the SMA’s in this space
- Keep register of visits for SMA’s
- Work through agenda with brokers and SMA’s
- Maintain record of minutes of broker meetings and upload onto the system
- Manage one on one consultations, ensuring regular communication and meetings with staff and all SMA’s in their realm of responsibilities
- Ensure effective resourcing, development, performance management and retention plans are in place for staff
- Participation in corporate events, advertising, and general relationship building in conjunction with Marketing
- Assist in generating leads for SMA team and brokers
- Onboarding new Brokers via MDS
- Update Broker detail and maintain broker compliance.
- Maintain telephonic and e-mail communication with brokers and SMA’s
- Offer product and process training to brokers and their staff in conjunction with SMA’s
- Offer telephonic and e-mail product and procedure support in conjunction with SMA’s
- Ensure that insurance products sold are appropriate to client's needs
- Handle broker queries and support SMA’s on these queries
- Market new products to brokers and arrange training on existing products in conjunction with SMA’s
- Assist brokers and SMA’s to sign-up appropriate Momentum Insure Intermediaries and complete relevant due diligence documents
- Monitor broker activities through audits, client feedback and broker visits in support of SMA’s
- Identify trends and market related issues and relay these to the Executive and Manager
- Offer suggestions on how to remain competitive in these markets
- Attend weekly and monthly meetings with Head of IFA
- Provide weekly and monthly reports and feedback to Head of IFA
- Manage productivity related to key areas within the SMA broker team
- Improve the overall client service by adhering to service level agreements and requirements
- Perform activities that will contribute to reducing branch errors as well as claims errors from an underwriting perspective
- Review client portfolio at point of contact to increase accurate underwriting and reduction of potential claim errors
- Increase renewal growth by monitoring current and renewal premiums with support from underwriting and engaging with underwriting, SMA’s and brokers where necessary
- Monitor and ensure that discounts are not given unnecessarily
- Perform upselling exercises in conjunction with SMA’s to support organic growth of existing portfolio with key focus on Envoy, Priceless, Select and commercial products.
- Manage and monitor the churn rate to support growth and productivity and focus on retention with sales and underwriting
- Manage and monitor the loss ratios by accessing relevant data
- Collaborate and work with claims team to ensure claims are resolved within set time frames
- Engage with claims committee as and when required to resolve difficult claims and to support decisions on claims
- Support SMA’s to complete amendments in line with policy and procedure requirements
- Evaluate and ensure correct cover has been given to clients and support SMA’s on these queries
- Monitor Brokerage commissions
- Monitor commission statements from the system and engage with head of IFA Distribution to resolve queries
- Handle and resolve queries relating to commissions in support of brokers and SMA’s
- Build relationship with new SMA brokers and introducing other Momentum Insure Products
- Identify opportunities for engagement on new brokers
- Ensure all brokerage contracts are signed and necessary approvals are in place
- Ensure that new brokers understand the products and processes
- Offer systems training and introduction to allocated SMA’s
- Log tasks to open our insurance on the client's system
- Log tasks and support SMA’s to register brokers on Premia system via MDS
- Submit monthly SMA visit reports to head of IFA Distribution for discussion and potential action
- Pull sales reports and Loss Ratio reports where required from the system and forward to Brokers (Insure confidentiality on these reports)
- Continues CPD – personal development.
- Build on own continuous professional development
- Review study plan within set time frames through one-on-one sessions with the Head of IFA Distribution
- Ensure adherence to industry qualification requirements are met as required
- Update product knowledge on an ongoing basis
Competencies
- Impactful leadership
- Driving change
- Purposeful collaboration
- Motivate and inspire staff
- Business and Product knowledge
- Focus on achieving budgets
- Building relationships with Brokers and achieving growth of individual brokers
- Driving performance by ensuring staff achievements of KPI's
- Ensuring staff are working in accordance with underwriting guides
- Ensure staff and brokers are trained on underwriting requirements, Compliance, and legislation requirements.
- Extensive knowledge in Momentum Insure processing systems (advantageous)
- Knowledge in Quotations, Servicing, Claims, Finances, Compliance and legislation
- Sales and Service experience
Closing Date
go to method of application »
Role Purpose
- To train, supervise and coach newly appointed Call Centre Agents, managing their day-to-day activities to ensure they are fully equipped to perform and achieve sales targets.
Requirements
- 4-6 years’ experience in a sale environment, with at least 2 years’ of rendering financial advice, as per the FSCA Fit & proper requirements (essential)
- A minimum of 2 years managerial experience overseeing the rendering of financial advice (essential)
- Experience in FAIS Tier 1 long term insurance products (desirable)
- Matric or equivalent (essential)
- NQF level 5 qualification approved by FSCA or equivalent relevant qualification (essential)
- FAIS Representative Regulatory Exam RE5 (desirable)
- Ability to speak African languages (desirable)
Duties & Responsibilities
- Provide direction, training and coaching to Agents on products, systems and sales processes
- Induct and support Agents to meet and exceed performance and productivity standards
- Manage and monitor activities of Agents through effective leads allocation to ensure that each Agent has adequate and appropriate opportunities.
- Support and guide Agents through the sales process by displaying exceptional product knowledge and customer centricity.
- Take ownership of the incubation experience to provide a positive onboarding and learning experience in which Agents are encouraged to be actively engaged as they gain and enhance technical expertise.
- Manage the quality of coaching to ensure the correct skills, knowledge and behaviour is embedded
- Apply tailored training and coaching methods to meet various learning styles and maximise the learning experience
- Monitor and track competence of Agents
- Identify and deliver post learning initiatives to continually embed learning
- Provide feedback to the relevant stakeholders on training content, implementation thereof, Agent uptake and landing of training and coaching interventions.
- Identify and report on any significant performance issues and implement a plan to remedy the performance issues or gaps identified.
- Recommend opportunities to the relevant stakeholders to enhance processes and increase effectiveness.
- Build and maintain relationships with internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders 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.
- 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.
- 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 employees.
- Identify employee growth and development needs and schedule interventions to this.
- Effectively manage performance of Agents in incubation to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration.
- 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
- Knowledge of financial services industry
- Knowledge of relevant financial legislation
- Relevant product and process knowledge
- Knowledge of sales processes, techniques and cycle
Closing Date
Method of Application
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Gmail
Yahoomail