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  • Posted: Feb 19, 2018
    Deadline: Not specified
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    Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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    Product Provider Specialist

    Job description

    Division: Momentum Retail

    Role Purpose

    • To develop and maintain the Risk house view for Momentum Consult.
    • Responsibilities and work outputs
    • Contribute to Financial Planning and Advice
    • Understand and align to the Momentum Consult Financial Planning and Advice strategy
    • Provide Risk advice tool design support
    • Write regular risk related articles
    • Provide specialist local and international estate planning and structuring advisory services to the clients of companies Fiduciary Services;
    • Represent Momentum Consult regarding local and international fiduciary services matters on appropriate public platforms and forums;
    • Train and upskill the field legal advisory team
    • Provide support to the various Momentum Retail networks in order to meet growth and engagement objectives by providing legal technical support
    • Be the custodian of Houseview/ Product solutions
    • Be the owner of product provider management including due diligence and reviews
    • Drive formulation of MC Risk Advice House View
    • Be the Custodian of MC Risk Advice House View and advice philosophy
    • Ensure ongoing fund, product and market research
    • Identify innovative business and product opportunities for Momentum Consult
    • Take responsibility for the development of the specialist fiduciary /risk advice value proposition within Momentum Consult
    • Assist with the formulation and communication of the Momentum Consult houseview

    Risk & Compliance

    • Take responsibility for Ad hoc technical Risk advice support to MC franchises
    • Provide Regular risk training and webinars

    Competencies required

    • Business Acumen
    • Client/Stakeholder Commitment
    • Drive for Results

    Leads Change and Innovation

    • Motivating and Inspiring Team
    • Decision Making

    Diversity and Inclusiveness

    Collaboration

    Impact and Influence

    • Self-Awareness and Insight
    • Growing Talent

    Experience and Qualifications

    Qualifications

    • A B.SC Actuarial Sciences Qualification
    • A Relevant postgraduate legal or finance qualifications is preferred
    • CFA or CFP an advantage

    Experience

    • 5-8 years financial services experience,
    • 5-8 years' experience in product solutions
    • Previous advice experience/ KI or Rep
    • Specialist knowledge of the risk industry and financial services
    • Knowledge and experience of risk landscape in South Africa,
    • Knowledge of South African financial regulatory landscape and awareness of developments including RDR etc.
    • Knowledge of Financial Planning principles including Estate, Retirement and Tax Planning

    Method of Application

    Interested and qualified? Go to MMI Holdings on www.linkedin.com to apply

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