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. Visit us at www.momentumgroupltd.co.za

Disclaimer

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

Role Purpose

To provide an effective service to clients by managing a portfolio of clients, facilitating trustee and advisory body meetings and providing advice on institutional investment-related matters. Will assist the Principal and Senior Consultant with the day-to-day activities required to manage a portfolio of clients where not the lead consultant. Will also be the lead consultant on a portfolio of own smaller clients with oversight from a Principal or Senior Consultant.

Requirements

Relevant Bachelor's Degree or equivalent
Regulatory Exam (RE5)
FAIS accredited
3-5 years' consulting experience within the investment consulting environment
Knowledge of the investment industry
Comprehensive knowledge of investments and economics
Comprehensive knowledge of asset manager environment

Duties & Responsibilities

STRATEGY:

Assesses clients in client base and determine areas of growth and opportunity.
Introduce other areas of the business to clients to promote alternative solutions in line with client requirements.
Work with head of Asset Consulting to determine opportunities in the client base and broader industry opportunity.
Support all current areas of MMH business in the client-base (ensuring always in the best interests of the client).


PROVIDE ADVICE AND ANALYSIS SUPPORT TO CLIENT AND / OR PRINCIPAL / SENIOR CONSULTANT:



Build and maintain effective relationships with internal and external clients.
Take ownership of all queries and ensure that they are resolved timeously and effectively.
Build a network of relationships with service providers in order to ensure effective service delivery to clients.
Provide a consistent service delivery to ensure client retention and satisfaction.
Assist with client invoicing to ensuring that they are accurately calculated and allocated to clients.
Check the retainer income invoicing of stand-alone funds and any other ad-hoc services invoice excluded in the retainer.
Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting.
Follow up on action items from client meetings ensuring that they are executed within agreed timelines.
Assist in the onboarding of new clients, ensuring efficiency and that everything is processed within agreed timelines.
Draft investment performance reports where necessary.


ENGAGE WITH CLIENTS IN A CLIENT CENTRIC MANNER:



Where relevant, take ownership of the client and manage the entire client relationship (relational and technical) insofar as asset consulting functions are concerned.
Provide accurate, current advice and information regarding solutions to all clients/stakeholder.
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Develop and implement initiatives to improve and enhance the client experience.
Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility.
Ensure implementation, tracking and measurement of all client deliverables in line with SLA.
Ensure client retention by ensuring successful service delivery.
Ensure accurate reports and documentation is provided to the clients as per agreement.
In the execution of the CVP, look for new business opportunities and or cross-selling opportunities.


SELF-MANAGEMENT AND TEAMWORK:



Develop and maintain productive and collaborative working relationships with peers and stakeholders.
Provide support, guidance, and mentorship to any other junior / assistant consultants.
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.


MANAGE BUDGET AND IMPLEMENT SOUND FINANCIALCONTROLS:



Ensure client fees are commensurate with the work being performed.
Identify solutions to enhance cost effectiveness and increase operational efficiency.
Manage financial and other company resources under your control with due respect.
Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external clients.
Take responsibility for ensuring clients are profitable.
Take responsibility for ensuring client fees are increased as per SLA, where relevant.

Competencies

Influencing
Sense of urgency
Analytical thinking
Planning and organising
Interpersonal Relationships
* Presentation and facilitation skills