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  • Posted: Nov 3, 2023
    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...
    Read more about this company

     

    Mds Graduate - Pietermaritzburg

    Requirements:

    • A minimum of a BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal
    • No prior industry experiences
    • Our offices are based in Belville - you are required to reside in the Cape Town and surrounding areas
    • Digital capabilities as you are required to engage digitally with stakeholder.


    Duties & Responsibilities

    • Graduates can expect to learn skills that will enable them to:
    • Engage and build meaningful partnerships with independent financial advisers (IFAs)
    • Use innovative engagement techniques using product, market and sales intelligence will set them apart from their counterparts.

    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.

    go to method of application »

    Mds Graduate - Durban

    Requirements:

    • A minimum of a BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal
    • No prior industry experiences
    • Our offices are based in Belville - you are required to reside in the Cape Town and surrounding areas
    • Digital capabilities as you are required to engage digitally with stakeholder.


    Duties & Responsibilities

    • Graduates can expect to learn skills that will enable them to:
    • Engage and build meaningful partnerships with independent financial advisers (IFAs)
    • Use innovative engagement techniques using product, market and sales intelligence will set them apart from their counterparts.

    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.

    go to method of application »

    Financial Advisor - Nefs Region

    Requirements:

    • 2 years’ experience in a sales and/or customer service role
    • 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
    • Matric or equivalent NQF 4 qualification
    • Compliance with FAIS Fit and Proper requirements
    • Finance or Business related tertiary qualification (desirable)
    • Driver’s license and own transport (desirable)

    Duties & Responsibilities

    INTERNAL PROCESS:

    • Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
    • Sell products in line with client’s financial needs by conducting affordability analysis in order 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 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. 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.

    go to method of application »

    Financial Advisor -Sibasa

    Requirements:

    • 2 years’ experience in a sales and/or customer service role
    • 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
    • Matric or equivalent NQF 4 qualification
    • Compliance with FAIS Fit and Proper requirements
    • Finance or Business related tertiary qualification (desirable)
    • Driver’s license and own transport (desirable)

    Duties & Responsibilities

    INTERNAL PROCESS:

    • Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
    • Sell products in line with client’s financial needs by conducting affordability analysis in order 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 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. 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.

    go to method of application »

    Compliance Officer

    Requirements

    Formal qualifications:

    • Qualifications as per fit and proper requirements to be registered as a licensed compliance officer with the FSCA
    • Post graduate qualification in Compliance Management
    • Legal qualification
    • Degree in Commercial, Risk Management, Audit, Finance, Legal, Business or related field
    • On-the-job training / qualifications
    • Specific licensing or registration:
    • Registered with the Compliance Institute of Southern Africa
    • Registered as licensed compliance officer with the FSCA

    Knowledge:

    • Exposure to interpretation of legislation for insurance and financial services environment
    • Exposure to aspects of the compliance risk management framework.
    • Understanding of the insurance and financial services industry;
    • Knowledge of Regulation i.e. FAIS,FICA,POPIA, LTIA, Pension Funds Act, CoFI, FSCR
    • Knowledge and understanding of the typical products offered by organisation

    Experience:

    • 2 - 5 Years compliance related experience
    • Experience in the insurance and financial services industry (preferred)

    Duties & Responsibilities

    INTERNAL PROCESS:

    • Execute compliance activities based on the Compliance Monitoring Plan in order to provide assurance on the level of regulatory compliance
    • Monitor new regulatory mandates, rules and requirements, ensure that compliance policies are kept up to date and that revisions are disseminated in a timely manner
    • Design and implement compliance training and educational programmes; actively participate in management training, including new starter induction programmes
    • Provide advice on compliance with applicable laws and regulations to the business to ensure ongoing adherence and compliance.
    • Assess the possible impact of any regulatory development on the operations of the business and work with the business with regard to compliance
    • Conduct compliance monitoring reviews and audits based on audit schedule and ad hoc requirements as required by the Internal Auditor or business leader
    • Review and monitor completed audits and follow up on any recommendations made
    • Execute the regulatory compliance breach management and follow-up process in order to address the identification, analysis and resolution processes to be followed as well as the escalation procedures.
    • Provide professional advice and guidance to business regarding compliance matters.
    • Contribute to the initiation of critical statutory projects relevant to the business and monitor the appropriate implementation thereof by the business.
    • Create awareness within business regarding new compliance requirement or provide guidance on potential impact of compliance requirements
    • Support the business stakeholders identify compliance risks or weaknesses for which the business should consider additional mitigating action, or processes and/or procedures.
    • Initiate, contribute and prepare the necessary documentation for the submission of business enabling statutory applications to applicable regulatory and industry or supervisory bodies
    • Build relationships with internal and external stakeholders as well as the wider compliance community within the MMI Group.
    • Provide input from a compliance perspective and act as trusted advisor in business projects and initiatives.
    • Deliver compliance reports that highlight compliance activities and instances of non-compliance, both internal and external within agreed time frames.
    • Initiate and contribute to the review of all critical business policies from a regulatory compliance perspective and make recommendations for improvement.
    • Identify, assess, manage, monitor and report on compliance risks that the company face.
    • Execute compliance activities based on the Risk-based compliance plan in order to provide assurance on the level of regulatory compliance.

    CLIENT SERVICE:

    • Build and maintain relationships with internal and external stakeholders
    • Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
    • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
    • Make recommendations to improve client service and fair treatment of clients within area of responsibility
    • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

    PEOPLE:

    • 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 of specialisation.
    • 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 of colleagues and staff.
    • Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
    • Take ownership for driving career development

    FINANCE:

    • Contribute to the development of business cases for proposal to decision-making bodies.
    • 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.

    go to method of application »

    Financial Adviser - Hatfield

    Requirements:

    • 2 years’ experience in a sales and/or customer service role
    • 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
    • Matric or equivalent NQF 4 qualification
    • Compliance with FAIS Fit and Proper requirements
    • Finance or Business related tertiary qualification (desirable)
    • Driver’s license and own transport (desirable)

    Duties & Responsibilities

    INTERNAL PROCESS:

    • Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
    • Sell products in line with client’s financial needs by conducting affordability analysis in order 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 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. 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.

    go to method of application »

    Financial Advisor -West Rand

    Requirements:

    • 2 years’ experience in a sales and/or customer service role
    • 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
    • Matric or equivalent NQF 4 qualification
    • Compliance with FAIS Fit and Proper requirements
    • Finance or Business related tertiary qualification (desirable)
    • Driver’s license and own transport (desirable)

    Duties & Responsibilities

    INTERNAL PROCESS:

    • Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
    • Sell products in line with client’s financial needs by conducting affordability analysis in order 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 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. 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.

    go to method of application »

    Financial Adviser - Ellisras

    Requirements:

    • 2 years’ experience in a sales and/or customer service role
    • 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
    • Matric or equivalent NQF 4 qualification
    • Compliance with FAIS Fit and Proper requirements
    • Finance or Business related tertiary qualification (desirable)
    • Driver’s license and own transport (desirable)

    Duties & Responsibilities

    INTERNAL PROCESS:

    • Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
    • Sell products in line with client’s financial needs by conducting affordability analysis in order 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 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. 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.

    go to method of application »

    Performance Facilitator - Eastern Cape

    Requirements:

    • 2 - 5 Years learning facilitation experience.
    • Exposure to the insurance or financial services environment (preferred).
    • Degree in Human Resources, Learning and Development or related field.
    • ODETDP (Occupationally Directed Education Training Development Practice) certification.
    • Matric or equivalent.
    • Facilitate the learning unit standard.
    • Outcome based assessor unit standard.
    • Specific licensing or registration.
    • Valid driver’s license.
    • Facilitation skills.
    • Verbal and written communication skills.
    • Presentation skills Interpersonal skills.
    • Proficient in MS Office.
    • Planning and organising skills.
    • Understanding people.
    • Providing feedback.
    • Numeracy.
    • Knowledge of skills development.
    • Knowledge of adult learning principles and methodologies.
    • Knowledge of the learning lifecycle.
    • Knowledge of business processes, products and regulations.
    • Knowledge of business environment and insurance industry.

    Duties & Responsibilities

    INTERNAL PROCESS:

    • Deliver learning events, interventions and programmes aligned to business and learning needs.
    • Take ownership for end to end learning experience to provide a positive learning experience in which learners are encouraged to be actively engaged in the learning process and achieve learning goals.
    • Provide feedback to the relevant stakeholders on the content, implementation, uptake and landing of learning events aligned to the desired learning outcomes.
    • Engage with the Learning and Development team, relevant subject matter experts and other stakeholders to become proficient and keep up date with any changes on the subject matter.
    • Adapt facilitation approach to meet various learning styles within the learning group and to maximise learning experience.
    • Communicate all logistics, requirements and tools needed to the relevant coordinator to ensure the learning intervention runs smoothly.
    • Gather evaluation and feedback on learning intervention and compile relevant reports.
    • Provide feedback to relevant stakeholders on learner progress, participation and performance.
    • Maintain effective and efficient record keeping on the relevant systems.
    • Administer assessment in line with relevant regulations and policies to determine competence of learners.
    • Identify and deliver post learning initiatives to continually embed learning to enhance the learning process.

    CLIENT:

    • Provide authoritative, expertise and advice to clients and stakeholders.
    • Build and maintain relationships with clients and internal and external stakeholders.
    • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
    • Make recommendations to improve client service and fair treatment of clients within area of responsibility.
    • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

    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.

    go to method of application »

    Senior Portfolio Manager

    Requirements

    • Relevant Degree
    • Certified Chartered Financial Analyst (CFA) or other appropriate professional qualification (preferred)
    • 3-6 years experience in portfolio management
    • Stakeholder relationship management, analytical and leadership skills

    Duties & Responsibilities

    • Construct and manage investment portfolios based on the outcomes of the mandate and client expectations.
    • Ensure that the portfolio management and risk management processes are well defined, rigorous and consistently applied.
    • Monitor, review or resolve potential risk drivers that may lead to increased costs.
    • Effectively interpret and utilize ongoing research to determine the appropriate improvements on solutions to ensure market dynamics are considered and effectively applied.
    • Make recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution.
    • Create awareness of the OBI philosophy across MMI and within the external investment community in order to foster greater understanding and buy-in to the philosophy.
    • Ensure that the OBI investment philosophy is embedded and implemented in the portfolios managed by the team.
    • Foster effective working relationships and collaborate within the CoE, segments and external stakeholders.
    • Manage the ongoing monitoring and performance measurement of solutions to ensure the product is managed relative to the outcome defined, market benchmark and client expectation.
    • Monitor and report on portfolio performance.
    • Provide technical advice and expertise regarding the portfolio construction in order to support sales or marketing initiatives.
    • Ensure asset allocation views are implemented and aligned according to the OBI view.

    go to method of application »

    Head: Distribution (Equilibriu)

    Requirements

    • Bachelor’s degree in finance or investments
    • CFP, CFA Level 1 or equivalent
    • 5 - 7 years’ experience in the investment industry preferably in a distribution environment.

    Duties & Responsibilities

    • Align with Equilibrium's purpose and strategy to ensure the distribution team is in sync with Equilibrium's purpose and strategy.
    • Support sales target achievement by enabling the Head of Equilibrium to meet sales targets through the distribution team.
    • Enhance DFM and investment consulting proposition by strengthening the value proposition of the DFM and Investment Consulting on various LISP platforms.
    • Lead the distribution team to empower sales channels by equipping them with the necessary knowledge and skills to effectively promote our capabilities.
    • Strategically elevate Equilibrium's market presence using both traditional and innovative methods.
    • Implement and execute the distribution strategy to boost net flows into Equilibrium.
    • Support and enable the various distribution channels to boost Equilibrium's market presence, support sales targets, and effectively promote our financial solutions.
    • Support financial advisers by creating tailored content, analyzing data to reinforce investment messages, and facilitating their transition into portfolios.
    • Drive innovation and growth by generating creative solutions for business challenges and exploring unique techniques to boost transition rates into model portfolios while identifying growth opportunities.
    • In partnership with marketing, ensure impactful events and campaigns to enhance Equilibrium's brand presence and asset growth.
    • Represent Equilibrium by participating as a company representative in conferences, investment panels, asset management, and industry events.
    • Strengthen DFM business through thorough competitor analysis and leverage trend analysis insights to drive asset transitions into Equilibrium solutions.

    go to method of application »

    Project Manager (6 Months Contract)

    Requirements

    • A Bachelor’s Degree
    • Project Management Qualificiation
    • Min of 5 years experience managing projects in a diverse environment
    • Insurance industry experience

    Duties & Responsibilities

    Internal Process

    • Determine and document the project scope in collaboration with team and stakeholders, to ensure project deliverables and expectations are clearly articulated and aligned to business objectives.
    • Determine and document project objectives and measures of success which will be used to evaluate project effectiveness.
    • In collaboration with stakeholders develop project plans which identify and sequence the activities and timelines needed to successfully deliver the project objectives.
    • Identify and manage dependencies between projects across the business.
    • Identify risks and collaborate with stakeholders to manage the mitigation of risks.
    • Liaise with various stakeholders to report on overall project progress, risks, issues as per Business Area-specific reporting requirements.
    • Liaise with various stakeholders to sign-off minutes for project meetings and workshops.
    • Analyse project-related data (issue logs, risk logs, action logs) to enable informed decision-making.
    • Oversee and sign-off project plans, resource schedules, work hours, budgets and expenditures.
    • Manage the project close out and the assessment of project effectiveness in order to make recommendations to improve project impact.
    • Recommend the implementation of initiatives that address project shortcomings or areas of concern.

    Client

    • Build and maintain relationships with clients and internal and external stakeholders.
    • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
    • Make recommendations to improve client service and fair treatment of clients within area of responsibility.
    • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

    People:

    • Develop and maintain productive and collaborative working relationships with peers and stakeholders
    • Positively influence and participate in change initiatives.
    • Continuously develop own expertise in terms of professional, industry and legislation knowledge.
    • Contribute to continuous innovation through the development, sharing and implementation of new ideas.
    • Take ownership for driving career development.

    Method of Application

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