Vacant Jobs at Momentum Metropolitan Holdings Limited

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 assetsEnable 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    

• 2026/01/27

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Role Purpose    

• Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets

Requirements    

Qualifications:

• Matric or equivalent NQF Level 5 qualification
• RE5
• FAIS Representative legislative qualification
• Class of Business 3 and 7 (preferable)

Experience

• 3-5 years of working experience in the financial services industry
• A minimum of 2 years of managerial experience overseeing the rendering of financial advice
• Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
• A valid driver's license and access to your own vehicle
• Computer literacy

Duties & Responsibilities    

• Leading and managing a team of Financial Advisers
• Developing action plans to drive sales and enhance performance.
• Ensuring compliance with operational processes and legislative requirements
• Cultivating a branch culture to energise employees and maximise productivity.
• Recruiting and selecting high performing Financial Advisers to join your team.

Competencies    

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Impact and Influence
• Collaboration
• Self-Awareness and Insight

Closing Date    

• 2026/02/23

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Role Purpose    

• The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.

Requirements    

Qualifications:

• Office administration qualification or Business related (Degree/NQF 7)

Experience:

• 1-2 Year experience in financial service (essential)
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage.

Duties & Responsibilities    

Internal processes: Sales and Service Experience

• Demonstrating an understanding of end-to-end processes for various product lines.
• Identify and address processes that do not support business efficiency and ease of operation.
• Have a good understanding of Compliance process adherence and impact of non-adherence.
• Have an ability to present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
• Ensure the new business process is handled end-to-end with minimal need for revisions.
• Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.
• Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements.
• Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager.
• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Consult systems to view progress - those documents pull through correctly.
• Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue.
• Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates.
• Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business.
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Administratively support Consultant on all planned marketing calls - to follow through in support.
• Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
• Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc.
• Capable of being the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
• Ensure that all training interventions are recorded on appropriate reports.
• Provide support to other branches (nationally) when need arises to ensure business continuity.
• Identify and report process and system failures and enhancements to improve client experience.
• Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
• Engages in service center escalations to enhance the customer experience, demonstrates quick thinking, and consistently maintains a positive ambassadorial approach with a can-do attitude.
• Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.

Client Advisor: Stakeholder Engagement

• Ensure all internal and external engagements are conducted in a professional manner.
• Maintain meaningful business relationships with all stakeholders.
• Provide authoritative expertise to clients and stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Supporting MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
• Understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA

Collaboration and Self-development

• 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 legislative knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.

Finance: Business Efficiencies and Effectiveness

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies    

• Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
• Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
• Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
• Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
• Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
• Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
• Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
• Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.

Closing Date    

• 2026/01/31

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Role Purpose    

• Provide senior specialist leadership for the Clinical Policy and Governance function within Health Risk Management by ensuring robust, evidence-based clinical policy, regulatory interpretation, and coding standards.
• The role is responsible for guiding health technology assessment, PMB and statutory interpretation, and clinical coding frameworks to inform benefit design, risk management, and strategic decision-making.

Requirements    

Qualification.

• Bachelor of Medicine or Bachelor of Surgery.
• Masters of Business Administration (MBA).
• Clinical Risk Management.
• Registation with the Health Professions Council of South Africa (HPCSA).
• Knowledge.
• Medical terminology, principles, processes and practices.
• Healthcare and clinical standards and best practices.
• Knowledge of the insurance industry.
• Relevant clinical and insurance legislation.

Experience.

• Minimum of 3 to 5 years’ experience in a people management or senior specialist leadership role, with demonstrated accountability for team leadership and delivery.
• Proven experience in clinical research, evidence appraisal, and health technology assessment, including translation of clinical evidence into policy or funding recommendations.
• At least 5 years’ experience within a medical scheme administrator, managed care, or health insurance environment, with exposure to PMB interpretation, benefit design, and regulatory requirements.

Duties & Responsibilities    

• Lead the design, implementation, and continuous improvement of clinical policies and protocols in alignment with statutory, regulatory, and business requirements.
• Oversee the end-to-end Health Technology Assessment (HTA) process to inform benefit design, policy updates, and clinical funding criteria.
• Engage with pharmaceutical, device, and clinical stakeholders to determine HTA outcomes and inform evidence-based policy positions.
• Ensure policies and decisions are compliant with CMS regulations, Scheme Rules, and relevant managed care legislation.
• Oversee clinical coding governance to ensure coding accuracy, alignment to benefit rules, and data integrity.
• Establish policy frameworks that guide consistent interpretation and application across internal business units and external stakeholders.
• Identify and assess emerging technologies and clinical trends to inform proactive policy and funding recommendations.
• Collaborate with internal governance committees and expert panels to support sound, transparent decision-making.
• Maintain external representation and benchmarking through professional bodies, HTA societies, and industry forums.
• Build and sustain collaborative relationships with key internal and external stakeholders, including product, operations, legal, and actuarial teams.
• Represent the organization in strategic engagements with pharmaceutical and medical device companies to assess new technologies, value propositions, within HRM mandate.
• Partner with clinical networks to promote consistency in clinical governance and managed care practices.
• Support business development and client engagement initiatives through expert clinical insights and evidence-based recommendations.
• Deliver thought leadership on policy trends, HTA methodologies, and clinical governance principles to business and industry audiences.
• Lead a multidisciplinary team comprising HTA specialists, clinical policy researchers, and clinical coding professionals.
• Foster a high-performance, learning-oriented culture that encourages innovation, accountability, and collaboration.
• Provide leadership, coaching, and professional development to strengthen technical and leadership capabilities within the team.
• Manage performance, ensuring alignment to strategic objectives and measurable business impact.
• Uphold Momentum’s values and drive an inclusive, respectful, and purpose-driven work culture.

Competencies    

• Business improvement.
• Strategy implementation.
• Business acumen.
• Leadership.
• Critical thinking.

Closing Date    

• 2026/01/30

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Role Purpose    

• Enable the Momentum Consultants and Actuaries growth strategy through obtaining and maintaining investment consulting relationships

Requirements    

• Relevant Bachelor's degree
• At least 8 - 10 years' asset consulting experience in an institutional client environment
• Detailed knowledge of the South African investment industry
• 3-5 years' experience as lead investment consultant to institutional clients 

Duties & Responsibilities    

• Provide input into a comprehensive investment consulting strategy that will enable and grow consultants to be professional and well-respectedEnsure execution on the strategy that will include inter alia the following:           
• Advising institutional clients on all aspects of their investments            
• Building and improving relationships with clients            
• Building and maintaining strong relationships with internal stakeholders           
• Attending and providing input to consulting forums           
• Develop initiatives to improve or enhance the client experience           
• Take responsibility for advice given by consultants (where appropriate)           
• Manage the client's experience in order to ensure investment needs are being successfully addressed            
• Deliver authoritative, expertise and advice           
• Educate and develop Assistant Consultants 

Competencies    

• Accountability
• Analytical thinking
• Communicating with impact
• Planning and organising
• Presentation and facilitation skills
• Business Accumen

Closing Date    

• 2026/02/08