Job Description

Closing Date 2024/02/02
Reference Number MMH231023-8
Job Title Executive Associate
Position Type Permanent
Role Family Operations
Cluster Momentum Investments
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at .
Role Purpose

To provide business management support to the Head of Momentum Wealth including a diverse range of aspects with the main aim of executing the strategic objectives of the business effectively and in partnership with the broader Wealth team.
Requirements

• Relevant degree in Actuarial Science, Investment Management, CFA or similar

• Post- graduate qualification

• 2 - 5 years' experience in the retail investment industry.

• Preference will be given to candidates that has an in-depth understanding of the LISP (retail platform) industry

Duties & Responsibilities

• A support role to enable the Head of Momentum Wealth.

• Keep abreast with best practices within the financial services industries and support the Head of Wealth with market research, by being proactive and well-informed of developments in the local and international platform industries by reading financial media and following developments with a key interest.

• Report writing for submission to various internal forums.

• Developing and building presentations for the Head of Momentum Wealth.

• Play an active role in managing the mailbox of the Head of Wealth to understand external stakeholder needs, source solutions internally and respond to clients timeously.

• Assistance with writing media articles and thought-leadership content.

• Support in building and managing internal and external business relationships and stakeholder alignment and information sharing.

• Support with problem-solving and resolution as required.

• Support certain aspects of projects that support the realisation of the business's strategy.

• Work with the broader Momentum Wealth team to support and align efforts across Momentum Investments and thedistribution businesses to meet multiple stakeholder and business outcomes.

• Ability to understand, analyse and synthesise business requirements.

• Support the Head of Momentum Wealth with the tracking, controlling and influencing business activities with the specific aim to increase and improve operational service & efficiencies.

Competencies

• Commercial thinking and business acumen

• Client and stakeholder commitment

• Excellent written and verbal skills

• Drive for results - execution and urgency mind-set

• Analytical thinking and mathematical mindset

• Collaborator

• Impact, influence and interpersonal relationship

• Ability to work under pressure

• Ability to work on various tasks simultaneously

• Planning and organising

• Self-starter, ability to work independently

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan