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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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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- 5 years’ experience for individuals with matric/1-2 years’ experience for individuals with an undergraduate degree
- FAIS requirements based on DOFA date
- Computer literate
- Fluency in English
- Own Transport
Duties & Responsibilities
- Conduct needs analysis to understand and enhance client’s financial wellness.
- Create financial plans for clients that address their financial wellness needs.
- Offer solutions (products) to clients to address their financial wellness needs.
- Present information sharing sessions on financial planning topics.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- 5 years’ experience for individuals with matric/1-2 years’ experience for individuals with an undergraduate degree
- FAIS requirements based on DOFA date
- Computer literate
- Fluency in English
- Own Transport
Duties & Responsibilities
- Conduct needs analysis to understand and enhance client’s financial wellness.
- Create financial plans for clients that address their financial wellness needs.
- Offer solutions (products) to clients to address their financial wellness needs.
- Present information sharing sessions on financial planning topics.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- 5 years’ experience for individuals with matric/1-2 years’ experience for individuals with an undergraduate degree
- FAIS requirements based on DOFA date
- Computer literate
- Fluency in English
- Own Transport
Duties & Responsibilities
- Conduct needs analysis to understand and enhance client’s financial wellness.
- Create financial plans for clients that address their financial wellness needs.
- Offer solutions (products) to clients to address their financial wellness needs.
- Present information sharing sessions on financial planning topics.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- 5 years’ experience for individuals with matric/1-2 years’ experience for individuals with an undergraduate degree
- FAIS requirements based on DOFA date
- Computer literate
- Fluency in English
- Own Transport
Duties & Responsibilities
- Conduct needs analysis to understand and enhance client’s financial wellness.
- Create financial plans for clients that address their financial wellness needs.
- Offer solutions (products) to clients to address their financial wellness needs.
- Present information sharing sessions on financial planning topics.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
Role Purpose
- Accurately control and process financial information for an investment portfolio. Prepare financial reports and analysis to enable business processes.
Requirements
- Degree in Financial Management or Accounting
- Honours Degree in Financial Management or Accounting or Investments (preferred)
- Completed accounting articles (preferred)
- At least 3 years’ experience in investment accounting
Duties & Responsibilities
- Management of the Investment Accounting function for the Guardrisk Insurance Company Limited, Guardrisk Life Limited and Guardrisk Microinsurance Limited investment portfolios, including Unitised and dedicated investments for cell captive & contingency policy clients
- Accurately, efficiently and timely capturing and reporting of investment related transactions of all investment portfolios
- Review and /or prepare investment related payment documents and obtain the necessary source documentation and authorisation to effect payments timely and with the determined service level agreement levels
- Review and approve the general ledger journal allocations based on levels of authority and policy
- Review all documentation to ensure that the correct level of authority has authorised the document and raise any exceptions with the relevant stakeholder
- Preparation of investment and disinvestment instructions authorised according to the sub delegation of authority,
- Completion of asset manager FICA documentation and safekeeping of confidential information
- Prepare and review investment transactions and reporting of each investment portfolio
- Compile and prepare monthly, quarterly and year end investment and interest reconciliations including completion of the monthly cashbook reconciliations
- Compile quarterly asset allocation report for submission to the Reserve Bank and asset spreading recons to be used by the balance sheet management department
- Completion of the new instrument data reconciliations to be included in the Group sector tree instrument allocation report
- Identify and report respective investment accounting or reporting issues
- Investigate and resolve any outstanding queries in relation to investment accounting issues
- Portfolio support and management/servicing by working closely with the portfolio accountants, portfolio manager and other colleagues
- Identify and resolve problem sources or escalate to relevant level of authority
- Special Projects relating to Investments assigned within the group
- Meeting company, investment and client accounting, payment and reporting deadlines
- Contribute to the enhancement of the investment systems and processes issues in order to enhance financial management
- 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
- Identify and reconcile discrepancies and problems
- Build and maintain relationships with asset managers, clients as well as internal and external stakeholders
- Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service within the organisation
- Prepare and provide necessary documentation to complete timely audit both for client and Guardrisk
- Provide authoritative, expertise and advice to clients and stakeholders including asset managers
- Build and maintain relationships with asset managers, clients and internal and external stakeholders
- Deliver on service level agreements made with internal and external asset managers, stakeholders and clients
- Make recommendations to improvement client service within area of responsibility
- 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
- Contribute to the budgeting process and provide the relevant reports and analysis to support the process
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- 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
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings
Competencies
- Business acumen
- Analytical
- Collaborative
- Innovative
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Role Purpose
- To ensure that the software implemented by the team meets the functional and non-functional business requirements and is of high quality. Together with your team’s input create and prioritize regression test suites that can be automated. Assist the test community with the implementation or maintaining of test processes. Mentor juniors in the team and the test community.
Requirements
- Degree or Diploma in Information Technology (i.e. Computer Science; Informatics; etc.) or relevant Diploma
- 3+ years software testing experience
- Experience on test management tools
- Exposure to an agile working environment - Scrum, XP, TDD, Kanban, SAFe
- Experience in writing MongoDB, Oracle, and MS SQL queries will be advantageous
- API testing – Postman, JMeter or any API testing tool
Duties & Responsibilities
INTERNAL PROCESS:
- Ensure that the correct testing standards and processes are followed
- Take accountability for the correct functioning of the key activities within this area as per agreed standards
- Take responsibility for all phases of testing activities within the team
- Contribute to the organisational goals by ensuring that quality business systems are implemented through test execution
- Help establish and maintain an end-to-end test regression pack in your team
- Manage effectiveness of testing processes
CLIENT SERVICES:
- 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
- Help in mentoring testers
- Encourage innovation, change agility and collaboration within the team
FINANCE:
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Manage financial and other company resources under your control with due respect
- Project management/progress tracking of test automation projects
Competencies
- Business Acumen: Understands how the business operates, what the key issues and risks that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
- Client/Stakeholder Commitment: Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
- Drive for Results: Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
- Leads Change and Innovation: Actively leads change, does what is right for the business and drives continuous improvement through innovation.
- Motivating and Inspiring Team: Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, and empowerment in others and encouraging them to contribute to the best of their ability
- Collaboration: Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
- Impact and Influence: Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
- Self-Awareness and Insight: Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
- Diversity and Inclusiveness: Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
- Growing Talent: Takes responsibility for own development; and actively mentors, coaches and develops talent in others. Builds leadership bench strength for MMI by providing opportunities and experiences to develop skills, competencies and business knowledge
go to method of application »
Role Purpose
- Understand business requirements and ensure that these are designed and developed according to specifications within per-defined architectural guidelines.
Requirements
- Grade 12 required
- Diploma/Degree (BSc or Bcomm) in Information Technology is preferred
- RPG/RPGLE; DB2 and Iseries accreditation will be preferred
- Structured programming experience
- At least 5 years as an RPG Programmer, preferably in the financial services industry
Duties & Responsibilities
- Design and develop systems on the iSeries
- Liaise closely with the system architect to ensure that alignment with overall system architecture is achieved
- Understand the overall system design and be able to estimate the impact of new requirements
- Develop and implement systems according to business requirements
- Interact with IT Team members, business analysts, process owners and users to gather, interpret and understand business requirement
- Gain an in-depth knowledge of the Administration system developed on the ISeries.
- Keep abreast with the latest technology development and changes in the industry
Competencies
- Analytical thinking (including problem identification and problem analysis)
- Attention to detail
- Team player
- Accountability
- Integrity
- Quality and service oriented
- Planning and organising
Method of Application
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