22 Oct
Momentum Securities
Sandton
Job details
Here’s how the job details align with your profile.
Job type
- Permanent
Location
Sandton, Gauteng
Full job description
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 Group provides practical financial solutions for people, communities and businesses.
Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Accountable for enabling the distribution strategy by offering expertise in investment securities to identify, position, implement, and provide marketing support for investment, savings, and deliver solutions in the Securities environment. This role aims to grow our distribution footprint and contribute to delivering an excellent client experience.
Requirements
- Bachelor’s degree in Finance, Investments, or a related field.
- CFP Level 1 or equivalent.
- 3-5 years of relevant experience within an investment securities environment.
- Experience with international platforms and funds.
- Knowledge of local and international financial markets, economics, and politics.
- Knowledge of financial instruments, local and international product offerings, and pricing.
Duties & Responsibilities
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Enabled Distribution Capability: Successfully supported the growth of investment, savings, and security offerings. Not relevant to securities business.
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Improved Internal Processes: Collaborated effectively with the Head of Distribution Enablement to deliver technical support and investment marketing, contributing to the growth of the securities business propositions.
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Enhanced Distribution Strategy: Aligned distribution activities with business strategies, maximizing revenue across key areas.
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Increased Client Engagement: Developed and executed plans that resulted in increased use of local and international products.
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Facilitated Stakeholder Collaboration: Maintained strong communication with distribution stakeholders,
ensuring seamless support and execution of operational plans.
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Addressed Client Needs: Delivered solutions that met clients’ wealth creation and stockbroking solutions.
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Executed Marketing Activities: Supported ongoing marketing initiatives to promote and enhance the securities business propositions.
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Monitored Industry Trends and Legislation: Stayed updated on trends, legislation, and best practices, optimizing service offerings accordingly.
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Developed New Business Opportunities: Identified and capitalized on new business opportunities, contributing to revenue growth.
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Provided Expert Client Service: Offered authoritative expertise and advice to clients and stakeholders, enhancing service delivery.
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Fostered Teamwork and Collaboration:
Built and maintained productive relationships with peers and stakeholders, contributing to a positive working environment.
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Managed Financial Resources: Effectively managed budgets and implemented financial controls to support sound financial practices.
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Ensured Governance and Compliance: Implemented risk management, governance, and compliance policies, ensuring adherence to regulatory requirements.
ADDITIONAL OUTPUTS AND RESPONSIBILITIES
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Cat II Advisers: Serve as the primary point of administrative contact for Cat II partners, handling client inquiries, providing updates, and addressing concerns. Oversee and direct all administrative and reporting requirements for Cat II partners within agreed timeframes.
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Structured Product Administrative Support: Provide administrative support for structured products, including invoicing, fee initiation, reconciliation, and oversight of structured product reporting.
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Client Service Support: Assist Portfolio managers with day-to-day operations and select administrative projects. Handle escalated queries and complaints, manage relationships with service providers and clients, and participate in systems design and implementation to enhance client service.
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SLAs and Client On-boarding: Assist with onboarding Cat I and Cat II advisors, including requesting addendums and managing the DD process. Create partner codes and online profiles for advisors, ensuring timely setup for product processes and online training.
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Other Responsibilities:
Provide day-to-day support to the Head of Business Development, assist with proactive risk monitoring, ensure compliance with legal and regulatory standards, collaborate with marketing for training materials and client presentations, and oversee the management of cash inflows/outflows with offshore custodial providers.
Competencies
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Business Acumen: Understands how the investment securities business operates, key issues, and risks that drive success, and their impact on the commercial viability and profitability of potential ventures.
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Collaboration: Prioritizes the business interests of the company and invests in the success of the group by aligning efforts across divisions.
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Client/Stakeholder Commitment: Anticipates, meets,
and exceeds clients’ needs by creating long-lasting relationships that support the client value proposition and ensure client centricity.
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Impact and Influence: Persuades, convinces, influences, and inspires others to win support, loyalty, and commitment to the company’s purpose.
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Drive for Results: Drives a sense of urgency, focus, accountability, agility, and execution to deliver business results.
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Self-Awareness and Insight: Manages self and relationships effectively, deals with ambiguity, uncertainty, and pressure, and provides perspective in difficult situations.
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Leads Change and Innovation: Actively leads change, does what is right for the business, and drives continuous improvement through innovation.
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Diversity and Inclusiveness:
Is sensitive to individual and cultural differences and demonstrates humility and openness to engage people from diverse backgrounds.
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Motivating and Inspiring Team: Creates and maintains an open, positive working environment by generating commitment, building trust, and encouraging contributions.
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Growing Talent: Takes responsibility for own development and actively mentors, coaches, and develops talent in others.
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Strategic Thinking: Creates competitive and breakthrough strategies to drive short-term profitability and long-term business growth and shareholder value.
▶️ Business Development Consultant
🖊️ Momentum Securities
📍 Sandton