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
- Curate Asset Management is a specialist asset management business offering a range of local and global unit trust funds. The Fund Specialist will be responsible for accelerating sales growth, strengthening brand awareness and supporting the growth and retention of assets across Curate’s local and global fund range, including hard currency and rand denominated solutions.
- The role requires a commercially astute, highly professional and self-managed individual who can build trusted relationships, convert opportunities into measurable flows and represent Curate with credibility in the market.
Requirements
- Bachelor’s degree in Finance, Investments, Economics, Business Science or a related field.
- CFA qualification, progress towards CFA, or an equivalent investment qualification or background would be advantageous.
- Minimum of 5 years’ relevant experience in the collective investments, asset management, investment distribution or unit trust environment.
- Demonstrated understanding of local and global unit trust funds, including rand denominated and hard currency investment solutions.
- Sound knowledge of investment markets, fund positioning, asset classes, risk considerations and adviser distribution dynamics.
- Proven track record in sales, client relationship management, adviser engagement or investment specialist activity.
- Experience engaging with DFMs, multi-managers, financial advisers and other investment decision makers would be advantageous.
- Exceptional engagement, communication and negotiation capability.
Duties & Responsibilities
Growth and Retention of Assets
- Develop and implement regional and channel specific strategies to grow assets under management and maintain positive net flows.
- Identify, prioritise and convert new business opportunities across internal and external advice channels.
- Proactively manage redemption risk through adviser engagement, client education, insight sharing and targeted retention initiatives.
- Support Momentum Distribution Services, where appropriate, to drive additional sales into Curate funds through adviser and client networks.
- Build and deepen support from Discretionary Fund Managers, multi-managers and key investment decision makers.
- Maintain a robust sales pipeline, track activity against agreed targets and provide regular reporting on progress, risks and opportunities.
Sales, Distribution and Brand Promotion
- Position Curate’s investment capabilities and fund range effectively to advisers, DFMs, multi-managers and institutional stakeholders.
- Develop and execute differentiated initiatives to enhance brand visibility, market presence and client advocacy.
- Partner with marketing and communications teams to produce compelling, accurate and compliant sales collateral, presentations and thought leadership content.
- Represent Curate at client engagements, industry events, webinars, seminars and public forums with confidence and technical credibility.
- Collaborate with internal teams and external partners to identify new channels, events and client segments that can expand brand awareness and distribution reach.
Client Relationship Management and Service Excellence
- Build, manage and strengthen relationships with key clients, advisers and strategic partners, ensuring high levels of trust, satisfaction and engagement.
- Deliver an exceptional pre-sales and after-sales experience aligned to agreed service standards and Curate’s client value proposition.
- Host and manage client meetings, adviser roadshows, market updates and bespoke client events.
- Act as a credible point of contact for fund related queries, investment positioning, market context and product information.
- Monitor adviser and client feedback, identify service gaps and work with internal stakeholders to improve the client experience.
Market Insight, Technical Expertise and Thought Leadership
- Remain up to date with investment markets, competitor activity, fund performance, regulatory developments and industry trends.
- Translate complex investment concepts into clear, practical and relevant insights for a range of client and adviser audiences.
- Provide regular market intelligence to the business to support strategic planning, proposition development and service improvement.
- Contribute to thought leadership initiatives that showcase Curate’s investment expertise and strengthen its market credibility.
- Ensure all market commentary, presentations and client engagements are accurate, professional and aligned to approved messaging.
Team Contribution and Ways of Working
- Demonstrate a proactive, outcomes focused and solutions orientated approach to achieving business objectives.
- Work collaboratively with distribution, investment, product, marketing, operations and client service teams to deliver integrated outcomes.
- Show resilience, adaptability and sound judgement in a dynamic, high performance environment.
- Manage time, priorities and activities effectively in a remote working model, with strong accountability for delivery. Live and promote the organisation’s values, including accountability, diversity, excellence, innovation, integrity and teamwork.
Competencies
- Strong commercial orientation with the ability to originate, shape and close business opportunities.
- Excellent relationship building, stakeholder management and negotiation skills.
- Ability to articulate complex investment and product information clearly to varied audiences.
- Strong presentation and public speaking capability, with professional presence and credibility.
- High levels of professionalism, integrity, discretion and client centricity.
- Self-motivated, proactive and disciplined, with the ability to work independently and deliver results under pressure.
- Strategic thinker with the ability to identify market opportunities and translate them into practical action plans.
- Strong listening skills, emotional intelligence and the ability to influence constructively.
- Commitment to continuous learning, technical development and performance improvement.
- Ambitious, resilient and results driven, with a strong fit for a collaborative team culture.
Closing Date
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Role Purpose
- Provide end-to-end psychometric assessment services that support decision-making during the recruitment, development, and talent management processes, while contributing to broader organisational effectiveness through assessment innovation, system optimisation, and capability building.
Requirements
Qualifications
- Honours degree in Psychology/Industrial Psychology/Human Resources
- Registered Psychometrist (Independent Practice) with the HPCSA.
Experience
- Minimum 2-3 years' experience as a registered Psychometrist (Independent Practice).
- Experience delivering integrated psychometric solutions within recruitment and development contexts.
- Exposure to digitised assessment platforms, dashboard tools, and reporting systems preferred.
- Project involvement or experience with optimisation initiatives will be an advantage
Duties & Responsibilities
Assessment Delivery
- Provide expert guidance on the selection and use of psychometric tools for recruitment, development, and talent management.
- Deliver end-to-end assessment services including administration, scoring, interpretation, feedback, and reporting for senior roles.
- Integrate psychometric results with broader talent and HR initiatives, providing meaningful insights to business.
- Ensure assessment services are aligned to best practice, ethical guidelines, and internal SOPs.
Client and Stakeholder Engagement
- Provide expert consultation to internal stakeholders on psychometric solutions aligned with business needs.
- Build and maintain strong working relationships with HC business partners, line managers, and other key stakeholders.
- Deliver professional, timely feedback and engage meaningfully to support talent decisions.
- Represent the function in relevant forums and support communication of assessment value.
Project Support
- Contribute to assessment reporting improvements, data visualisation, and usage insights (e.g., quarterly reporting to stakeholders).
- Support the implementation of new assessment tools aligned with talent strategy.
- Conduct market research to identify emerging tools and methodologies.
- Support the design and delivery of capability-building initiatives such as masterclasses, presentations, and toolkits.
- Apply sound project management practices to assessment-related initiatives across the employee lifecycle.
Competencies
- Collaboration
- Client/Stakeholder Commitment
- Impact and Influence
- Drive for Results
- Self-Awareness and Insight
- Leading Change and Innovation
- Diversity and Inclusiveness
Closing Date
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and their long-term viability.
Requirements
- Matric/ N4 Equivalent
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services
- 5 years’ experience in sales and/or customer service with 2 years’ experience selling insurance through sales fields
- 1-2 years’ experience on insurance for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospective clients to understand their financial
- Sell products that align with the clients’ financial
- Accurately record client information and sales details
- Achieve targets related to production, quality and
- Comply with legislative regulations and adhere to all compliance
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
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Role Purpose
- Provide generalist Human Capital support across the ambit of the Human Capital value chain, in order to ensure that the business achieves its strategic objectives through people management.
Requirements
- 5 years human capital partnering or related advisory experience across the human capital value chain.
- Experience in the financial industry (preferred).
- Bachelor's degree or equivalent qualification in a relevant field such as Human Resources, Industrial Psychology, Behavioural Sciences, or a related discipline (essential)
- Honour's degree or equivalent qualification in a relevant field such as Human Resources, Industrial Psychology, Behavioural Sciences, or a related discipline (desirable)
- Registered Psychometrist, independent practice with the Health Professions Council of South Africa (HPCSA) (desirable)
Duties & Responsibilities
PROCESS
- Engage and partner with business to understand their needs to develop and implement integrated tactical and operational people plans and Human Capital solutions in response to business and people challenges.
- Collaborate with stakeholders, Human Capital, Group and Human Capital Enablement to develop and implement initiatives aimed at optimising and managing organisational design, organisational effectiveness, employee engagement and retention.
- Partner with Human Capital teams to deliver effective, efficient, integrated and value added Human Capital solutions to business in line with business needs.
- Drive the implementation and adoption of various Human Capital practices and processes using various tools such as facilitating sessions to educate employees and line managers on these practices.
- Promote efforts to measure employee satisfaction and climate within supported client groups, and facilitate action planning to improve employee engagement and overall workplace culture.
- Implement leadership development initiatives in partnership with OE, OD and L&D, to empower and enable leaders across business and actively management of leadership development programs.
- Partner with L&D team to identify training and development initiatives to address any learning or development challenges in line with business needs.
- Influence key business decisions to ensure the effective management of employees through the fair, efficient and pragmatic application of best practice.
- Support HC Head on business unit restructures, organisational design elements and manage the organisational change.
- Provide leadership, consultation and advice to business in the areas of workforce planning, talent management, succession planning, recruitment, onboarding, performance management and retention to align the needs of the business to the workforce.
- Act as trusted advisor and expert on people management to employees and managers across the employee lifecycle.
- Support business in the implementation of people practices in line with People Strategies and the operational needs of the business.
- Utilise trends and metrics to develop, optimise and implement Human Capital solutions that address key business challenges and drive business objectives.
- Keep abreast of industry trends and best practice to optimise service offering, ensure compliance and mitigate risk.
CLIENT
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on expectations of clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes
PEOPLE
- Actively work on building and nurturing productive and collaborative working relationships with peers and stakeholders, with a focus on effective communication and shared goals.
- Engage in change initiatives within the organisation, focusing on positively influencing and contributing to their successful implementation.
- Generate and promote innovative ideas, fostering a culture of creativity and continuous improvement within the team and organisation.
- Select and recruit suitably qualified talent in line with Employment Equity principles and the business culture.
- Assume full responsibility for managing and advancing own career development, including setting clear goals and pursuing opportunities for growth.
FINANCE
- Actively seek and propose targeted solutions to improve cost-effectiveness and operational efficiency.
- Actively participate in the identification and proposal of targeted solutions aimed at improving cost-effectiveness and operational efficiency within your specific department or area.
- Manage financial and company resources within area of responsibility, demonstrating responsible stewardship and adherence to established guidelines and policies.
Competencies
Skills and Knowledge
- Knowledge of relevant legislation, including the Employment Equity Act (EEA), Basic Conditions of Employment Act (BCEA), and Labour Relations Act (LRA).
- Knowledge of human resources policies and procedures.
- Relationship management and Communication skills
- Influencing and Facilitation skills
- Critical thinking and Problem solving skills
- Business acumen
- Examining Information and Providing Insight
- Interacting with People and Establishing Rapport
- Understanding People and Making Decisions
- Managing Tasks and Upholding Standards
- Embracing Change
Closing Date
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- Role Purpose
- Preparation, interpretation and presentation of accurate financial information.
- Requirements
- CA (SA) accreditation is essential
- 2 - 3 years' experience in the insurance industry
- Understanding of the financial services environment
- Duties & Responsibilities
- Financial reporting in compliance with statutory requirements
- Review and presentation of accurate financial information, monthly management accounts and annual financial statements to internal and external stakeholders.
- Review and submission of regulatory reporting requirements for the Council for Medical Schemes
- Develop and maintain relationships with Board of Trustees, Scheme Committees and Scheme Management.
- Oversee the delivery of accurate and relevant management reports and analysis that add value and insight for the business.
- Deliver monthly financial statements to stakeholders within agreed timeframes and adequately address and resolve stakeholder queries.
- Manage the implementation and adherence to financial controls and ensure that authorisation levels are adhered to and raise any exceptions with the relevant stakeholder.
- Implement process improvements in order to enhance financial management processes and creates efficiencies.
- Prepare and provide necessary documentation to complete timely audit.
- Contribute to the internal and external audit process and resolve any audit queries within deadlines.
- Manage the resolutions of scheme financial queries.
- Review the reconciliations of the transactions on the bank statement and sub ledgers to the General Ledger.
- Investigate, identify and make improvements for effective cost management.
- Manage execution of the financial aspects of contracts and verify that all financial commitments listed in agreement are met based on the terms written in the contract.
- Implement system improvements in order to enhance financial management processes and create efficiencies.
- Monitoring of financial compliance with the Medical Schemes Act and the regulations thereto including the review and understanding of changes to legislation and review of impact upon the Scheme and the communication of the impact upon the Schemes.
- Competencies
- Understands how the business operates, what the key issues and risks are that drives business success and how they impact on the commercial viability of potential ventures and the profitability of the Group
- Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
- Actively leads change, does what is right for the business and drives continuous improvement through innovation.
- Prioritises the business interests of Momentum Health and invests in the success of the group by aligning effort across divisions.
- Persuades, convinces, influences and inspires others, both within Momentum Health and externally to win support, loyalty and gain commitment to the purpose of Momentum Health.
- Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
- Analytical thinking
- Accounting skills
Closing Date
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Role Purpose
- Build, strengthen and maintain relationships with key stakeholders and act as key contact to stakeholders regarding queries, products and services.
Requirements
- Matric or equivalent.
- Business related qualification.
- 3 - 5 years’ experience in a client engagement, sales or client service environment with proven knowledge of client engagement principles and practices.
- Exposure to the health insurance and/or insurance industry.
Duties & Responsibilities
- Build and maintain good relationships with various stakeholders (e.g. clients, brokers, partners) so the business can maximise value from these relationships.
- Understand stakeholders' problems and challenges and identify ways the business could better address those needs.
- Interact with stakeholders to explain products and service offerings, address queries and strengthen their satisfaction with the business.
- Assess level of client satisfaction with current products and services and make recommendations to address shortcomings.
- Function as a trusted and loyal advisor regarding business challenges stakeholders are facing, by identifying competitive threats and recommending helpful strategies to help them realise their business goals.
- Analyse all benefits, risks, and costs of proposed strategies to determine whether they are viable.
- Provide information to internal teams to capitalise on opportunities to up-sell or cross-sell services and products, based on insight generated in stakeholder engagements and needs.
- Provide excellent service in order to maintain a positive reputation for the business.
- Resolve any escalated complaints in a prompt and professional manner to maintain good relationships and stakeholder satisfaction.
- Identify and report process and system failures and enhancements to improve stakeholder experience.
Competencies
- Interacting with people
- Establishing Rapport
- Convincing people
- Articulating information
- Providing insights
- Developing strategies
- Managing tasks
- Conveying self-confidence
Closing Date
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Role Purpose
- To lead and orchestrate the execution of digital, data and technology initiatives across the business, ensuring consistent delivery outcomes, operational resilience, and strong operational performance aligned to business priorities.
Requirements
- 8 - 10 years experience in technology leadership roles (essential)
- At least 5 years’ experience managing a team (essential)
- At least 5 years’ experience in Technology, Digital or Data transformation environment
- Matric (grade 12) certificate (essential)
- Bachelor's Degree in Information Technology/Computer Science/Software Engineering/Information Systems and or equivalent relevant qualification (essential)
- Master's Degree in Information Technology/Information Systems/Technology Management and or relevant equivalent qualification (desirable)
Duties & Responsibilities
PROCESS
- Provide direction to the business unit IT, Digital and Data strategy.
- Accountable for compliance to IT strategy, architectural frameworks and agreed technical principles for all solutions and platforms developed and maintained for the business.
- Define clear goals and objectives for the IT team that align with overall business goals and performance metrics.
- Translate IT, digital and data strategy into clear, actionable delivery plans with defined milestones, outputs, and measurable outcomes
- Orchestrate delivery sequencing, release planning, and governance to ensure coordinated execution across IT, Digital and Data initiatives
- Drive implementation of digital platforms, data solutions, and analytics capabilities to enhance business decision-making
- Identify and scale innovative solutions leveraging emerging technologies, and enable structured innovation pipelines from concept to enterprise scale
- Actively participate in the prioritisation, management and quality of system development.
- Drive system reliability, performance optimisation and operational resilience
- Collaborate with IT Governance, Risk, Security and Architecture functions to ensure compliance and robust design
- Ensure adherence to enterprise architecture, technical design standards and service management frameworks
- Maintain alignment with the Group IT strategy to ensure cohesive and strategic development across initiatives.
- Establish delivery dashboards, risk logs, and reporting frameworks to provide transparency on performance, risks, and dependencies
- Oversee vendor operational management, including SLA adherence, performance monitoring, reporting, and issue escalation to ensure optimal partner delivery
- Lead delivery planning and execution across outsourced partners and in-country teams to ensure aligned, efficient and consistent outcomes
- Provide IT support in continuous improvement, innovation, and operational efficiency across digital, data and technology services
CLIENT
- Build and maintain effective relationships with internal stakeholders, clients, and external partners
- Deliver against service level agreements to ensure optimal client experience and service quality
- Facilitate adoption of digital solutions and promote data-driven decision-making within the business
- Provide insights, dashboards, and reporting to enable informed business decisions
- Make recommendations to improve digital customer experience and service delivery
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.
- Encourage innovation, change agility and collaboration within the team.
FINANCE
- Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
Skills and Knowledge
- Awareness of current and emerging technologies (e.g., automation, artificial intelligence, etc) and their potential impact on the organisation
- Understanding of digital transformation initiatives and how to integrate new technologies into existing business processes
- Familiarity with IT service management frameworks to optimise service delivery and support.
- Understanding of cybersecurity principles, practices, and regulations to protect organisational data and systems
- Proficient understanding of computer software packages
- Extensive knowledge of project management methodologies, including Agile and Waterfall
- Strong grasp of IT governance, risk management and compliance
- Proficiency in project management principles and tools to oversee IT initiatives from conception to completion
- Stakeholder and vendor management
- Communication, negotiation, and influencing skills
- Agile project management skills
- Leadership and team management skills
- Strong execution and delivery management capability
- Software development life cycle skills
- Problem-solving and decision-making
- Analytical and data-driven thinking
Closing Date
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Role Purpose
- The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts.
- The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Business Management, Investments (essential)
- Honours degree is an advantage
- CFA and/or CFP is an advantage
Experience:
- 3 to 5 years' financial service industry experience - must include investments (essential)
- Experience in Momentum Investments is an advantage
- Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
- Technology Savvy
Duties & Responsibilities
- Enthuse through Brand, SME Service & Digital
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors.
- Connection to the brand and digital way of work
- Production/Business retention & growth of assets
- Enable and empower through partnership
- Momentum is seen as the business partner of choice
- SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
- Advice-led coaching competence of the IFA
- Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
- Influence through coaching and learning
- IFA having the perception that Momentum are thought leaders. Good source of information.
- Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
- Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Competencies
- Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent
- Self-awareness and insight
Closing Date
go to method of application »
Role Purpose
- The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts.
- The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Business Management, Investments (essential)
- Honours degree is an advantage
- CFA and/or CFP is an advantage
Experience:
- 3 to 5 years' financial service industry experience - must include investments (essential)
- Experience in Momentum Investments is an advantage
- Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
- Technology Savvy
Duties & Responsibilities
- Enthuse through Brand, SME Service & Digital
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors.
- Connection to the brand and digital way of work
- Production/Business retention & growth of assets
- Enable and empower through partnership
- Momentum is seen as the business partner of choice
- SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
- Advice-led coaching competence of the IFA
- Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
- Influence through coaching and learning
- IFA having the perception that Momentum are thought leaders. Good source of information.
- Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
- Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Competencies
- Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent
- Self-awareness and insight
Closing Date
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Role Purpose
- Accurately process financial information to enable business processes.
Requirements
- Grade 12 or equivalent (essential).
- Diploma in Financial Management or Accounting or related qualification (desirable).
- 1-2 years' relevant experience (essential).
- Experience in the financial services industry (desirable).
- MS Excel
- Pastel Accounting
- Knowledge of relevant accounting principles
- Knowledge of relevant accounting systems
- Business acumen and understanding of relevant business processes
Duties & Responsibilities
INTERNAL PROCESS
- Review all documentation to ensure that the correct level of authority has authorised the document.
- Process weekly and monthly invoices in line with procedure and within agreed timeframes, to ensure timely creditor reconciliations and reporting.
- Resolve any outstanding queries.
- Investigate and resolve queries related to financial transactions.
- Maintain accurate financial records of financial transactions processed.
- Review financial data, consolidate and report within area of responsibility.
- Contribute to the audit process and resolve any audit queries within deadlines.
- Adhere to financial controls and mitigate financial risks.
- Processing of weekly and monthly creditors payments according to a payment schedule.
- Attach the proof of payment to the completed payments.
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 internal and external stakeholders and clients.
- Make recommendations to improve client service within area of responsibility.
- Participate and contribute to a culture which build 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 development of area specific budgets to minimise expenditure, in alignment with operational plans.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information
- Interpreting Data
- Meeting Timescales
- Investigating Discrepancies
- Following Procedures
- Managing Tasks
- Upholding Standards
- Producing Output
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
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Role Purpose
- The senior Scrum Master will facilitate self-organising, self-managing Scrum teams to achieve their goals, making use of Agile and Scrum practices, working diligently to identify and eliminate impediments.
- The Scrum Master will also work to motivate the teams to meet commitments, help manage the team’s relationships with outside stakeholders, coordinate with other Scrum teams and facilitate continuous improvement.
Requirements
- Minimum of 5 years experience as a Scrum Master
- Relevant degree required.
- Agile certifications such as CSM (Certified Scrum Master), CSP(Certified Scrum Practitioner, SAFe agile or equivalent required.
- Minimum of 5 years’ exposure to Scrum and Kanbanmethodologies.
- Knowledge of the insurance industry will be an advantage.
- Knowledge of digital channels (web, mobile etc.) will be anadvantage.
- Familiarity with JIRA will be an advantage.
Duties & Responsibilities
- Act as Scrum Master for one to three teams, providing a learning environment to deliver business value and embodying servant leadership.
- Mentor teams in agile best practices so as to improve velocity, quality, and the delivery of committed stories.
- Tracking and communicating team progress and communicating this to stakeholders to assist them in improving the predictability of delivery to business.
- Assessing the agile maturity of the team and organisation, and coaching teams to higher levels of maturity, at a pace that is sustainable and comfortable for the team and organisation.• Ensure the teams are practicing the core agile principles of collaboration, prioritization, team accountability and visibility.
- Building a trusting and safe environment where problems can be raised without fear of blame, retribution or being judged.
- Facilitating getting the work done through motivation and healthy pressure.
- Facilitating discussion, decision-making and conflict resolution.
- Assisting with internal and external communication, improving transparency, and radiating information.
- Supporting and educating stakeholders, especially with respect togrooming, work breakdown, and maintenance of the product backlog.
- Facilitate all team-level agile ceremonies.
- Maintaining relevant metrics that help the team see how they aredoing.
Competencies
- Deciding and initiating action.
- Leading and supervising.
- Working with people.
- Relating and networking.
- Persuading and influencing
- Presenting and communicating information.
- Applying expertise and technology.
- Planning and organising.
- Delivering results and meeting customer expectations.
- Coping with pressures and setbacks.
- Achieving personal work goals and objectives.
Closing Date
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Role Purpose
- Receives disability claims and assesses payment of benefits in accordance with the rules of the fund and applies clinical expertise.
Requirements
Experience And Qualifications
- BOT (Bachelor of Arts Occupational Therapy) / BSc. OT degree or BSc Physiotherapy.
- Registration with the HPCSA as OT or Physio
- Minimum 1 year of relevant experience.
Additional Requirements:
- Role requires travelling to clients; code B license and own vehicle required.
- Understanding of medical conditions and their implications for functional ability, especially as they relate to job requirements.
- Understanding and knowledge of the group insurance Industry.
- Appreciation of future trends within Employee Benefits.
- Knowledge of current legislation relevant to the industry.
Duties & Responsibilities
INTERNAL PROCESS
- Develop effective relationships with stakeholders at all levels of the organization, including 3rd parties and service providers.
- Monitor customer delivery constraints and escalate exceptions to management.
- Ensure Service Level Agreements are met.
- Identify risks to the company and escalate accordingly.
- Monitor claims received to ensure that duplication does not occur, resulting in financial loss to the company.
- Drive and support effective teamwork within the department.
- Engage in appropriate training interventions to promote own professional development.
- Ensure the company's values are demonstrated on a daily basis.
- Adhere to organizational best practice and legislative requirements.
- Ensure effective claims management service delivery and support.
- Perform an efficient and accurate administrative function.
- Identify and investigate all pre-existing conditions.
- Validate all claims, ensure they are correctly completed and indexed, and no duplication and that pre-approval has been obtained.
- Adhere to policies and procedures and take corrective action where necessary.
- Ensure all risks are mitigated and escalated where necessary.
CLIENT
- Provide authoritative, expert 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.
- Manage the client relationship, attend client meetings and facilitate training in respect of claims processes
- 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
- 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
- Business Acumen.
- Client Commitment.
- Drive for Results.
- Leads Change and Innovation.
- Impact and Influence.
- Collaboration and teamwork.
- Self-Awareness and Insight.
- Diversity and Inclusiveness.
Closing Date
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Role Purpose
- Accurately capture data in order to support the department and processing all the administrative tasks according to agreed standards and turnaround times.
Requirements
- Grade 12
- 1-2 Years experience in administration or related position.
- Proficiency in data capturing and typing.
Duties & Responsibilities
Internal Process
- Accurately update and check new business documentation align with business process and legislative requirements.
- Follow up on outstanding information and documentation to complete application.
- Verify and validate legal documentation to ensure accuracy and compliance
- Confirm banking details with financial institutions to ensure correctness and active status
- FICA – Conduct FICA compliance checks across all cases in accordance with regulatory requirements and world checks
- Review and verify compliance-related documentation to meet internal and external standards
- Accepting and processing medical underwriting cases in line with company policies
- Collate, compile and distribute documents to the required standards within defined time-frames.
- Ensure systems are kept in order and easily accessible.
- Maintain and control an effective office administration system.
- Attend to all calls and escalation queries in order to provide an excellent client experience
- Accurately finalize client complaints and queries to the relevant department.
- Respond to all client emails with clear, accurate, and detailed information.
- Accurately finalize all escalation mails from clients, brokers and branch managers
- Distribute documentation to the relevant stakeholder within the agreed timeframes.
- Providing feedback of trends and practices and POPIA breaches in the compliance requirement of business submitted.
- Improve, implement and maintain standardised new business processes and procedures.
- Ensure that all service level agreements are adhered to.
- Screen incoming calls and efficiently route them to the appropriate departments or parties when outside the scope of this department
Client Services
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback and escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Through honesty, trust and respect provide authoritative, expertise and advice to clients and stakeholders.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
- Deliver on service level agreements and with clients, 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.
Competencies
- Attention to detail
- Communication skills
- Planning and Organising skills
- Analytical Skills
- Time management
Closing Date
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Role Purpose
- Provide an effective and efficient service to clients by receiving, evaluating and responding to telephonic & written enquiries within stipulated Service Level Agreement requirements.
Requirements
Qualifications
Experience
- Minimum of 2 to 3 years’ experience in dealing with client queries.
- Medical Aid Experience.
- Strong Communication skills Verbal and written.
- Ability to distil critical information out of a communication.
- Strong Customer Service and problem solving orientation.
- Proficient in English and another official South African language (e.g. Zulu, Xhosa etc.).
- Solid stakeholder engagement skills (internal & external) MS Office Suite Word, Excel).
Duties & Responsibilities
Internal Process
- Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreementand 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 the client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- 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 clientexpectations 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 clientservice.
People
- Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
- Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area ofspecialisation.
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement ofcolleagues and staff.
Finance
- 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.
Competencies
- Business Acumen
- Client/Stakeholder Commitment
- Drive for Results
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
- Problem Solving
- Attention to detail
Closing Date
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Role Purpose
- The purpose of this role is to design and develop Java/Spring Boot microservices and Angular-based front-end solutions, aligned to modern cloud-native and distributed system principles.
- The role requires a demonstrated openness to adopting modern development approaches, including the use of AI-assisted development tools and practices to enhance productivity, code quality, and solution design.
Requirements
- Relevant IT degree or diploma
- 4-6 years software development experience (preferably financial services)
- Investment environment experience is advantageous
- Core Technical Requirements
- Strong experience in Microservices architecture
- Solid hands-on experience with Spring Boot ecosystem
- Proven experience building RESTful APIs and distributed systems
- Additional Advantageous Skills
- Exposure to Docker
- Experience with test automation
Duties & Responsibilities
- Frontend Development Frontend Development
- Angular
- TypeScript
- RxJS
- HTML / CSS
- REST API integration
- Backend Development
- Java
- Spring Boot
- Spring MVC
- Spring Data JPA
- Spring Security
- JPA and Hibernate
- Architecture & Integration
- Microservices architecture
- RESTful web services
- JMS and messaging technologies
- XML and related technologies
- Platforms & Tools
- WebSphere Application Server & related tools
- Gradle
- Git
- Software Engineering Practices
- Unit testing (JUnit, Mockito)
- Agile development methodologies
- Understanding of development design patterns
- Ability to read UML and participate in design sessions
- Strong object-oriented analysis, design, and development skills
Competencies
- Quick, enthusiastic and steady learner with good communication skills
- Systematic and analytical way of working
- Structured, conscientious and result-oriented approach
- Flexible and adaptable
- High reliability and accountability
- Stress resilience and positive personality
- Team-oriented with mentoring mindset
- Keen interest in technology
Closing Date
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Role Purpose
Graduates can expect to learn skills that will enable them to:
- Engage and build meaningful partnerships with independent financial advisers (l FAS)
- Use innovative engagement techniques using product, market and sales intelligence will set them apart from their counterparts.
Requirements
- A minimum of a BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal
- No prior industry experiences
- Digital capabilities as you are required to engage digitally with stakeholders
- We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
Duties & Responsibilities
You will be required to:
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement and cohesiveness.
- Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
Competencies
- Writing and reporting
- Planning and organising
- Working with people
- Following instructions and procedures
- Adhering to principles and values
- Applying expertise and technology
Closing Date
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Role Purpose
- Lead the design and execution of the Client Experience Value Propositions and Insights portfolio to ultimately support the Momentum Investment Strategic Business objectives.
- This role is responsible for establishing and overseeing a client-first approach for Momentum Investments and drive efforts to assess and elevate experiences at each touchpoint across the Advisor & Client journey.
Requirements
- Relevant degree
- Masters accreditation hugely advantageous with application experience
- At least 10 years’ experience in leading a service- or client-facing team or a CX team with known impact
- Experience in cross-functional team collaboration and management
- Influencing skills to ensure that the direction of decisions can be influenced to put the client outcome and experience at the heart of the discussion or decision
- Experience in the design of client experience as well as driving changes towards a client focus
- Commercialisation of client experiences
- Analytical experience across various business domains
Duties & Responsibilities
- Research and assess current and future client experience strategies as it relates to Momentum Investments Retail and Institutional proposition and its capabilities to deliver solutions to these. A deep understanding of the requirements and market realities for each business unit is required.
- Develop a deep understanding of the competitor landscape as it relates to service and client experience and utilise these insights to enhance the service journey of MI.
- Analyse customer feedback and data to identify areas for improvement (and ensure a reliable consistent measurement tool to listen to our clients) across MI. The CO team will be the driving force to ensure client satisfaction can be improved. · Develop a client strategy that delivers revenue growth, compelling client experience management (CXM) strategy to drive growth—by boosting client retention, cutting churn, and encouraging referrals from profitable clients.
- Collaborate with cross-functional teams to ensure a seamless customer journey (including Channel teams, IFA’s and clients) when ‘new’ is build.
- Provide CX thought leadership and drive best practice across MI.
- Build or acquire tools to monitor customer interactions and resolve escalated issues promptly.
- Implement customer feedback mechanisms to measure satisfaction and loyalty.
- Stay updated on industry trends and best practices in customer experience management.
- Optimise client experience by striving for a consistent and competitive experience on all channels (existing and new) provided by MI to the client e.g. app, service centre etc.
- Consult with the business units to give input and/or guidance on current processes to ensure that redesigned solutions are designed and delivered to meet client needs (where possible).
- Drive change management interventions across MI to assist the business in moving towards a more client centric approach and ideally deliver on a consistent experience per market segment. · Drive client loyalty by a purpose-led and data-led strategy and capability by collaborating with the business units in MI and their service leads.
- Be the driving force behind building a client-centric culture—at all levels of the organisation. The Head of CX is a client advocate. That means they’ll be the voice always defending the perspective of the client. · Build a 360-degree view of the client. The Head of CX will be the person driving a deeper understanding of client needs, satisfaction, and their overall experience. Generate a complete view of the client, including their needs, expectations, and perceptions of their experiences with the company, and communicate these insights. Start with establishing client journey’s that are relevant for teams to use.
- Support the service teams within the business units in optimal CX delivery. Whether that’s providing information, securing technological support, or improving employee experience, the Hea dof CX will need to know how to help employees to deliver the best client support possible.
- They play a crucial role in enhancing customer satisfaction, loyalty, and engagement at all stages of the customer journey.
- Establish intuitive and accessible survey tools to assess client needs, expectations, preferences, and perceptions of their experiences.
- Bring the voice of the client into technological advancement decisions like AI and machine learning.
- Establish Data capabilities & dashboards for the business to use to enhance client experience.
Competencies
- Commercial thinking & business acumen
- Client/stakeholder management
- Drive for results
- Strategic thinking and developing strategy
- Decision making
- Leadership impact and influence
- Emotional maturity
- Leading change and innovation
Closing Date
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Role Purpose
- To provide an effective and efficient service to clients and intermediaries by receiving, evaluating and responding to queries timeously.
Requirements
Experience and Qualifications
- Grade 12 (NQF Level 4).
- 3-5 Year's relevant experience.
- Employee benefits experience is essential.
- Extensive industry knowledge and product knowledge as well as relevant legislation.
- Successful completion of Yenzani training is preferred.
Duties & Responsibilities
Roles and Responsibilities
- Effective and prompt management of the team mailbox.
- Ensuring effective management of the Credit Control accounts for the Retirement and Risk Book of Business of the team.
- Ensuring effective management of the risk claims accruals of the team.
- In conjunction with the Administration Manager be accountable for the preparation of the Quarterly Admin Reports.
- Assisting with the checking of claims and contribution cycles (recons) as the need arises.
- Taking ownership of queries and ensuring they are resolved timeously and effectively.
- Ensuring adherence to organisational best practice and legislative requirements.
- Adhering to policies and procedures and taking corrective action where necessary.
- Ensuring all risks are mitigated and escalated where necessary.
- Engaging in effective communication and delivering according to Service Level Agreements and providing first time resolution.
- Maintaining a consistent service delivery to ensure client retention and satisfaction.
- Supporting the Administration Manager and client centric model that enables efficient and effective client service.
- Assist on the contact centre as the need arises.
- Resolve complaints effectively within specified time frames and recommend corrective action to resolve the customer's complaint or query.
Competencies
- Accountability.
- Attention to detail.
- Customer orientation.
- Communication with impact.
- Organisation and planning skills.
- Team player.
- Time management.
Closing Date
Method of Application
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