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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Provision of meaningful insights to Sales Management to successfully analyse, enrich and package client management tactics for optimal adviser and advice outcomes. Responsible for working with key business stakeholders to design and develop semantic layers used for end user reporting, KPI's and analytics capability. Lead the enablement of business strategy through the architectural design of client insight definitions to make meaningful decisions through the provision of data analytics and insight. Develop innovative BI solutions, including BI dashboards and applications, as well as make recommendations for continuous improvement efforts that enable business objectives.

Requirements

BSc Statistics or Computer Science
Postgraduate preferred
BCom /Computer Science/BSc Data Analytics
5 - 8 years' experience in the Data/MIS industry
Solid knowledge of Data Warehousing
Excellent insight and understanding of various Front-End systems
Experience in the Financial Services industry preferred
At least five years' experience working as part of a reporting team using a modern reporting platform such as Qlikview, Business Objects in both an analytical and development capacity.
At least 2 years experience related to client data and insights
At least two years' experience administering a reporting platform.

Duties & Responsibilities

Internal Process:

Partner closely with the Momentum Financial Planning Exco to capture essence of executive decision making and to provide meaningful insights to manage clients effectively
Monitor strategic and operational decisions and impact pertaining to client management strategies
Provide systemic feedback to MFP management to streamline decisions in securing achievement of business objectives
Monitor business outputs, provide feedback regarding implementation with regards to strategic objectives
Retrieve and present required information as required by CFO and COO for decision making and reporting purposes.
Cross functional business and segment insight to enable improvement of business strategy
Working with different business areas to implement fit-for purpose business intelligence visualisation
Working with the implementation environment to ensure the availability of all relevant data sets
Design business insight definition for; client outcomes
Engage with the business and stakeholders to understand their business intelligence requirements and challenges
Identify opportunities to improve existing business intelligence solutions
Ensure adequate infrastructure and resourcing
Keep abreast of data structures and data within the data warehouse.
Design relevant data models needed for BI application or dashboard
Work with the relevant warehouse teams to assist with additional requirements to deliver BI applications
Effective metadata management to enable consistence and transparency on all data assets
Developing and implementing plans for improving business intelligence in BPP
Working with business stakeholders to define business KPI's and develop semantic layers to support these KPIs.
Working with power users of the reporting tool to advise on best practices and best use of semantic layers.
Working with the data quality manager and IT compliance managers to develop data quality reporting
Managing end-user access to semantic layers.
Working with business analysts and project managers to develop and refine reporting requirements
Continuously develop and improve algorithms that assist in forming adviser and client relationships
Introduce effective methodology to track the outcome of clients allocated to advisers

Engage with clients in a client centric manner:

Provide authoritative, expertise and advice to stakeholders
Build and maintain relationships with and 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 internal and external stakeholders
Make recommendations to improvement of client service within area of responsibility
Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service

Self-management and teamwork:

Develop and maintain productive and collaborative working relationships with peers and stakeholders
Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
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 financial controls and planning:

Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans
Identify opportunities to enhance cost effectiveness and increase operational efficiency
Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies

Business Acumen

Stakeholder Commitment

Drive for Results

Leads Change and Innovation

Collaboration

Impact and Influence

Self-Awareness and Insight

Diversity and Inclusiveness