Job Opportunities at Momentum Metropolitan Holdings Limited

Requirements

• 5+ years' experience as a business analyst
• 2+ years Process analysis
• Client journey mapping
• Relevant degree
• Experience and sound knowledge of Agile methodologies and continuous delivery models
• IIBA membership (preferred)
• Certified Business Analysis Professional (CBAP) certification (preferred)

Duties & Responsibilities

• Identifying, investigating and analyzing problems faced by business; propose documented solutions that fully address the business requirements needed to optimize the business.
• Keeping abreast of market changes and internal system developments ensuring that all new processes align to best practices.
• Accountable for soliciting requirements and solution design through conducting requirement session (JAD), interviews and reviewing (extracting info) existing documentation.
• Collaborating with stakeholders to document business process maps, business requirement definitions and business requirements specifications.
• Developing and documenting detailed functional and non-functional requirements specifications in line with standards.
• Critically evaluating business processes in order to establish time and cost parameters and make innovative recommendations that will positively impact the business.
• Investigating and analyzing alternative solutions and propose the best approach to meet a business needs.
• Developing solutions that encompass the entire system (people, process and technology).
• Assisting in the identification of risks and issues pertaining to the implementation of the solution requirements.
• Documenting the impact and interactions of business process and requirements to support system design and development.
• Contributing to the successful implementation of projects in order to achieve the business outcome.
• Modelling the data requirements to support the new solution on a functional level.
• Designing test scenarios based on system functionality.
• Supporting integrated systems testing and review testing results.
• Participating in quality reviews and implement corrective measures to enhance the solution.
• Identifying and analysing deficiencies, loopholes, etc. in operational processes and propose a way forward to effectively deal with them.
• Investigating and proposing process optimization opportunities in the context of best practice and improved operational efficiency.
• Developing and maintaining productive working relationships with peers and organisational role players to achieve optimal cross process integration.
• Building strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Contributing to the development of business cases for proposal to decision-making bodies.

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Requirements

• Grade 12
• NQF 6 or equivalent qualification in long term insurance
• At least 3 years relevant experience in an Employee Benefits environment
• Intermediate excel with capabilities in v-lookup and pivot functions
• Experience in presenting to large client or member group
• Ability to speak an African language, Zulu being advantageous

Additional Information

• Willingness to travel frequently (between 1 to 5 days)
• Valid driver's licence and vehicle
• Willingness to use own vehicle to travel and claim back travel costs according to the Momentum Group Limited Travel policy.

Duties & Responsibilities

• Prepare, present and educate employers and members on their products and benefits to ensure clear understanding and website usability.
• Assess client profile and needs with the intention to pair relevant digital solutions suited for the client.
• Monitor trends in client experience, expectations and give feedback on ways to improve operational efficiencies to support the Momentum Metropolitan Group Limited business.
• Maintain broad industry, productand process knowledge in order to effectively and accurately assist clients and members with their training needs and queries.
• Create and build relationships with the internal stakeholders to ensure effective operational servicing.
• Actively promote new business initiatives and strategies to create a positive and value based client experience.
• Identify and recommend system and process enhancements enabling client satisfaction and retention.
• Escalate any unresolved client, sales or training issues or queries to ensure quick resolution.
• Take full accountability and responsibility for clients queries related to the Client Education function.

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Requirements

• Minimum of 2 to 3 years practical and relevant experience, within the Investment, Insurance and Financial Services industry, with excellent administrative and innovative client servicing and support experience.
• Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
• Knowledge and experience of digital capabilities will be an advantage.
• Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
• Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage.
• Grade 12 or equivalent with Maths and/or Accounting.
• B. Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
• Momentum Investments product, process, procedure, and system knowledge will be an advantage.
• Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.
• Dual-screen navigation and typing skills at an advanced level.
• Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.
• Extensive financial services industry knowledge.
• Sound knowledge of client service policies, procedures and processes.
• Knowledge of business-related rules and regulations.
• Knowledge of relevant regulatory and compliance requirements.
• Knowledge of the operational running of call and service centers.
• Relevant product knowledge.
• Knowledge of complaints handling processes and procedures

Duties & Responsibilities

• Deliver positive, seamless and professional customer service during every interaction with the client in a considerate and timely manner.
• Maintain a consistent differentiated client experience within a pressurised, fast-paced and deadline driven environment.
• Compose thoughtful, personalised telephonic and/or email responses for a variety of client needs.
• Maintain client confidentiality, at all times.
• Capture and process valid client instructions accurately, the first-time round, within set service-level timelines and quality standards.
• Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance and product process and procedure guidelines. Use of telephone interactions are encouraged in this instance to enable effective and efficient communication to enhance service experience.
• Always keeping our clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
• Assist, support, promote and train our Advisers, their admin staff, and our Channel Partners towards digital adoption to increase digital uptake. Work with all stakeholders to define their digital challenges and co-create solutions. Troubleshoot and resolve digital obstacles that may prevent us growing our digital footprint.
• Support the team with processing instructions or tasks allocated or made available to you – be it client instructions, transactional indexing, clean-up projects, etc. Working together to create a combined centre of excellence.
• Adhere to product, legislative and compliance processes, and procedures at all times.
• Adhere to Client Centric and Treating Customers Fairly Principles.
• Take responsibility for managing both reputational and financial risk, as a result of processing instructions as well as interactions with both internal and external clients.
• Take personal responsibility and accountability for personal daily and monthly targets (production, quality and client satisfaction).
• Make active daily contributions to help achieve team goals, targets, and successes, taking co-responsibility for the team’s deliverables as a collective team.
• Research, follow-up and resolve client enquiries and problems through effective interaction with clients, intermediaries, investors, product specialists, operations areas, and other internal or external staff in a timely and professional manner. This includes the provision of timely feedback with internal and external stakeholders (always keeping the client and all stakeholders in the loop).
• Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risk or threats.
• Actively improve own performance and drive own development, including continuously improving knowledge for personal growth and development.
• Continuously develop own expertise in terms of professional, industry, compliance, and legislative knowledge.
• Live the Momentum Group values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.

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Requirements

• Relevant degree in Finance, Accounting, Audit, or a related field; postgraduate studies and professional qualifications are a plus.
• Experience in finance, audit, or forensics.
• 2-4 years of business analysis experience in the financial services industry.
• Proven experience working with multiple stakeholders to improve business processes.
• Experience in an Agile software development environment.
• Track record of simplifying complex processes and creating effective solutions.
• Proficiency in business process mapping tools like Visio, Blueprint, or Bizagi.
• Strong skills in Microsoft Office applications, including Word and PowerPoint.
• Experience in Investment Operations is a plus.
• Knowledge of PowerBI or similar data visualization tools is beneficial.

Duties & Responsibilities

Gathering Requirements

• Conduct in-depth business analysis by engaging stakeholders through workshops, meetings, research, and interviews to gather and understand business needs.
• Gain a thorough understanding of current operations and the strategic goals for future growth.
• Evaluate proposed technology solutions to determine their impact on business processes and systems.
• Work with cross-functional teams, including IT, other analysts, and leadership, to deliver effective solutions.
• Document business needs and translate them into functional specifications for technical teams.

Problem Solving

• Identify and solve business challenges with solutions that align with strategic goals.
• Help design operating systems and applications to meet business objectives and technical needs.
• Support the business in identifying and reducing risks related to systems and processes.

Solution Design and Implementation

• Collaborate with IT and other teams to design and implement solutions for business needs.
• Manage the development and testing of new systems, processes, or improvements to existing ones.
• Assist with the rollout of new processes and systems, including user training and change management.

Documentation

• Create clear documentation, including flow charts, use cases, and wireframes, to communicate business requirements to different teams.

Stakeholder Engagement

• Turn high-level business requirements into detailed solution specifications, ensuring stakeholders are aligned and communication is clear.
• Assist with project planning, risk management, and scope control for key initiatives and projects.

Data Analysis and Reporting

• Analyse data to spot trends, performance issues, and areas for improvement.
• Create and maintain reports and dashboards to track operational performance and key metrics.
• Ensure data accuracy and integrity in all reports.

Project Management

• Manage small to medium-sized projects, ensuring they are completed on time, within scope, and on budget.
• Create project plans, monitor progress, and update stakeholders on project status.
• Identify and manage project risks, escalating issues when needed.

Continuous Improvement

• Continuously identify and improve control weaknesses.
• Monitor and assess the performance of solutions, suggesting adjustments and improvements as needed.
• Lead efforts to streamline processes, cut costs, and enhance service quality.
• Review the performance of solutions and recommend further improvements.

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Requirements

Qualifications

• Relevant legal qualification
• Member of the Compliance Institute of Southern Africa
• C.Prac (advantageous)
• Risk management (advantageous)
• RE1
• RE5 (advantageous)
• Meet the requirements to be registered with the FSCA and FIC for relevant regulatory roles.

Experience

• Minimum 5 years’ experience in an end-to-end compliance function with in dept knowledge of the life insurance (group business), consulting business and pension fund industry.
• Must have technical understanding of the Insurance Act and Pension Funds Act must have a strong understanding of the Financial Advisory and Intermediary Services Act, Financial Intelligence Centre Act.

Skills and attributes

• Ability to identify compliance risks and make recommendations that are appropriate for the business.
• Attention to detail and meticulous accuracy is essential.
• Ability to professionally communicate with various levels of staff and management.
• Ability to explain technical legal requirements to non-legal persons in plain and understandable language

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.

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Requirements

• Matric
• Minimum 3 years investigative experience in a short-term personal claims environment
• Completion of an investigations programme would be beneficial
• FAIS accreditation or a FAIS recognised qualification will be highly beneficial

Duties & Responsibilities

• Receive personal line claims identified by the fraud prediction model for validation
• Confirm merits of each claim through comprehensive assessment of the item and incident
• Apply the policy to ensure the loss is covered in terms of the contract
• Compile a comprehensive report on all findings and make a recommendation on a claim based on merits/evidence found during the validation process
• Refer all recommendations not within your mandate to the line manager for approval
• Irrespective of the outcome of the claim the broker, client and claims advisor to be notified (rejected claims to be communicated verbally and in writing)
• The key focus of a claims investigator is to limit financial losses due to a policy/claim fraud and to finalise and adjust claims accurately
• Obtain all evidence in a proper manner to ensure that it is admissible as evidence in a court of law
• Act as complainant where fraud is found and render all assistance and evidence to ensure the prosecution of the person who committed/attempted to commit fraud
• Assist/influence other areas of the business once an investigation is concluded, i.e. report on the quality of the sale/policy wording and application or adjustment of underwriting criteria

Report on any risks identified and suggested controls and report any other failures which influences the merits of an investigation Internal Process:

• Enhance service delivery in the claims departments
• Contribute to optimising work practices and procedures via suggestions
• Up skill/influence claims advisors by sharing knowledge
• Effectively build, maintain and manage relationships with clients, brokers, service providers and business partners
• Ensure investigations are done in a professional manner and all parties are updated regularly on the progress
• Achieve minimum standards with regards to saving ratios, turnaround time, Customer Satisfaction scores,

Ombudsman overturned ratios and expense ratios People:

• Live the Momentum values
• Interact with colleagues and supply manager investigation results
• Interact with other business units i.e. claims, client services, brokers, compliance, legal etc
• Build relation/interact with support services to ensure efficiency
• Interact with clients, brokers and service providers

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Requirements

Qualifications

• Matric or equivalent NQF Level 4 qualification
• FAIS Representative Regulatory Exam Level 5 passed
• 120 credit FAIS recognised qualification

Experience

• 3-5 years’ working experience in the insurance industry environment
• A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
• FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
• Class of Business 3 and 7 (Preferable)

Skills and Knowledge

• Relationship building
• Networking
• Good communication
• Computer Literacy  
• Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
• People Management

Other requirements

• Driver’s license and own vehicle

Duties & Responsibilities

INTERNAL PROCESS

• Develop plans to achieve sales targets in line with client centric practices.
• Manage the adherence to operational processes, policies and legislative requirements.
• Develop action plans and initiatives to drive sales, motivate team and improve performance.
• Communicate and implement approved team targets within area of responsibility.
• Implement action plans to achieve sales targets and business goals.
• Effectively manage all daytoday team activities and escalations.
• Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance and quality of calls.
• Regularly assess team members&rsquo performance against targets and implement actions to increase performance.
• Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
• Maintain effective and efficient record keeping on the relevant system.
• Conduct regular engagement with team members in order to cascade information and team objectives.
• Cultivate and manage working relationships with a variety of stakeholders.
• Analyse, identify trends and report on team performance and productivity.
• Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
• Implement measures to address nonperformance within the team.
• Identify operational efficiencies and make recommendations for improvement.

CLIENT

• 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.
• Provide regular reports on delivery of services.
• Provide authoritative, expertise and advice to clients and 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.

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 Metropolitan 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.
• Support 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

• Give input into the budget for area and implementation of financial regulations.
• 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.

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Requirements

• Bachelor's degree in finance, economics, business, or related field.
• CFP qualification.
• Minimum of 3 years’ experience in the sales of annuity/life assurance/investment products.
• RE 5 qualification.

Duties & Responsibilities

• Partner with Client Liaison Managers and Scheme advisors to understand their needs and business processes and maintain good business relationships.
• Partner with employers to understand their Human Resources processes in order to effectively engage with members.
• Partner with the Retirement Benefit Counseling (RBC) team to create an effective channel to execute on advice opportunities.
• Engage with retirement fund members through group sessions and one-on-one interactions at their worksites to understand their financial goals and demonstrate how the Momentum Corporate solution set can benefit them.
• Educate members on retirement planning, investment options, and risk management.
• Embed a team of financial planners in targeted worksites in collaboration with the scheme advisor and employer.
• Employ a robust referral process to ensure that financial planners work with qualified referrals.
• Ensure that financial planners adhere to the agreed Corporate Houseview.
• Take accountability for the overall product sales from targeted worksites through the management of the team of embedded financial advisors and the RBC team.
• Accurately capture client information, relevant actions and sales on the systems for reporting purposes and record keeping.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Perform onsite Member Engagement services that includes but is not limited to member presentations and one on one education engagements to fulfil the Trustee mandate and broker partnership agreements.
• Stay informed on industry trends, market changes, and regulatory updates.
• Partner and collaborate with Retirement Benefit Counsellor and Client Liason Managers to ensure a seamless and holistic member, broker and employer experience.

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Requirements

Qualifications:

• Matric or equivalent NQF Level 4 qualification
• FAIS Representative Regulatory Exam Level 5 passed
• FAIS Representative Regulatory Exam Level 1 passed
• 120 credit FAIS recognised qualification

Experience

• 3-5 years’ working experience in the insurance industry environment
• A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
• Class of Business 3 and 7 (Preferable)

Skills and Knowledge:

• Relationship building
• Networking
• Good communication
• Computer Literacy  
• Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
• People Management

Other requirements

• Driver’s license and own vehicle

Duties & Responsibilities

• Implement and manage the operational plans for the region and ensure that is aligned to the overall business strategy.
• Develop, implement and manage a risk management strategy for the region than drives compliance to the relevant legislation.
• Manage the effective and efficient delivery/implementation of all projects impacting on the region.
• Identify entrepreneurial opportunities, trends, threats, and environmental influences related to the region in every interaction and remain passionate, resilient, focused and organized.
• Manage the Regional sales target and interpret emerging trends (competitor, market intelligence etc.) and opportunities within the Branches and Regions to enhance sales activities.
• Ensure a reduction of wastage through the prevention of fraud, resource management and policy claim ratios and the prevention thereof.
• Drive the adherence to high ethical standards and ensure legislative and internal compliance within the region.
• Ensure efficient client service and administration processes are implemented, maintained, and managed within the region.
• Manage and monitor activities of Branch Managers through market allocation to ensure that each Branch manager has adequate and appropriate market access opportunities.
• Ensure that segmentation insights, information and toolkits are used by Branch managers to guide staff to identify and reach target segment customers.
• Implement, utilize and oversee the effective utilization of the Distribution Management Operating System to monitor and manage financial performance.
• Develop and oversee the implementation of sales plans, in collaboration with the Branch Managers, to increase new sales opportunities and penetration levels.
• Monitor and track Branch performance to ensure that Branches meet or exceed agreed productivity, production and quality targets.
• Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities.
• Ensure technical product and legislative knowledge and that it is always current in order to advise on the most relevant and innovative branch and client solutions and comply with governance and compliance requirements.
• Ensure that Branch Managers optimize sales support zones to appropriately manage poor performance and minimize staff turn-over
• Induct, develop and support Branch Managers to meet and exceed performance and productivity standards in order to enable passionate and confident managers.
• Recruit, select and retain high quality Branch Managers by ensuring an optimum mix of talent in each branch category in order to build capability to meet current and future staffing needs in accordance with the manpower plan.
• Coach, mentor, supervise and establish Branch managers to meet and exceed performance standards and enable progression in their career path
• Support and guide Branch Managers through the decision-making processes by displaying exceptional product knowledge and customer centricity.
• Timeously maintain and complete all administrative, client service and reporting duties, including sales and marketing data tracking, feedback and business cases related to the role within the agreed timeframes.
• Drive awareness of compliance and risk throughout the Region to ensure compliance to company policy and legislation.
• Manage the housekeeping and professional image of the Branches throughout the Region to ensure that high standards are maintained.
• Check and approve the relevant documentation to support the sales process in line with business and risk management practices.
• Analyse the profitability within the Region and oversee the formulation and implementation of plans for improvement with the relevant stakeholders.
• Report on the sales performance of the Region.
• Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Define fair and innovative client service practices which build rewarding relationships and allows team to provide exceptional client service.
• Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
• Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Manage the introduction of new channels for client interaction in order to improve client services against service expectations.
• Be a member of and make positive contributions to Professional Bodies and stakeholder groups
• Create a positive work climate and culture to energies employees, give meaning to work, minimise work disruption and maximize employee productivity.
• Develop, implement and manage a People Capability plan that ensures that the function has the human resources and skills required to deliver on the strategy for the short-, medium- and long-term.
• Identify, attract, appoint, grow, engage, reward and retain top talent to drive strategic execution.
• Demonstrate exemplary leadership behavior, through personal involvement, commitment and dedication in support of organizational 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.
• 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
• Ensure that employees are effectively recognised and rewarded in line with organisational practice and governance set by the REM committee.
• Encourage innovation, change agility and collaboration within the team
• Implement strategies to retain staff
• Monitor staff compliance to FAIS qualification requirements to ensure Branch managers take necessary action before the FSB deadlines
• Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
• Control the budget for area, including the authorization 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 willful acts of non-compliance to organisation policy and practice and report on findings