Job Description

Closing Date 2024/04/12
Reference Number MMH240402-2
Job Title Senior Fund Relationship Consultant
Position Type Permanent
Role Family Sales
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
IntroductionThrough 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.zaRole PurposeTake ownership for the client engagement strategy of a portfolio of large corporate clients, to build, strengthen and maintain existing client relationships with Principal Officers, Board of Trustees and other role players.
Requirements

• B Degree in Commerce, Marketing or Finance or equivalent NQF level 6 qualification or higher
• Certified Financial Planner qualification will be an added advantage
• 5 to 8 Years' relevant experience at senior level in Financial Services Industry with a focus on employee benefit client relationship management and/or benefit consulting combined with related experience in administration and accounting procedures.
• Strong understanding of Employee Benefits administration processes and related products
• Certified Financial Planner qualification will be an added advantage
• Proficient in MS Office (Word, Excel, PowerPoint and Outlook

Duties & Responsibilities

• Service a portfolio of Stand Alone Retirement Funds.
• Build and maintain strong professional relationships with clients so as to remain abreast of their needs.
• Maintain overall knowledge of the fund's activities and manage deliverables.
• Attend Board and Sub-Committee meetings on behalf of the Administrator.
• Monitor and allocate the actions items arising from the minutes.
• Participate in relevant customer or stakeholder forums.
• Monitor regular reports on delivery of services against agreed service level agreements and in terms of

overall customer targets. * Timeous and correct preparation of Agenda Packs for client meeting according to identified needs.

• Contribute to the improvement of current services that can potentially lead to improved client experience.
• Develop and maintain productive working relationships with peers and organisational role players to

achieve optimal cross process integration. * Develop processes to effectively foster, manage and maintain key stakeholder relationships and monitoreffectiveness. * Identify and resolve queries and problems timeously, apply discretion and escalate unresolved problems.

• Prioritise and allocate work and manage related processes to achieve predefined objectives within quality

standards.Undertake information gathering and analysis of data within set guidelines to provide timely information
in area of accountability. * Build and maintain relationships with clients and internal and external stakeholders that promote crossdelivery process solutions. * Contribute to the process of negotiating objective and realistic service level agreements, monitorappropriateness and recommend adjustments. * Deliver on service level agreements made with internal and external stakeholders, monitor feedback andrecommend adjustments. * Develop and manage key stakeholder relationships that enable achievement of operational objectives.

• Drive customer service delivery goal achievement in line with predefined standards and in support of

operational objectives. * Implement client retention strategies effectively and report on the effectiveness thereof for futureimprovement. * Liaise with clients and provide information and liaison services to facilitate information dissemination,flow and customer satisfaction. * Maintain a log of all customer complaints and how they have been addressed for trend and age analysis.

• Manage client query processes and ensure that they are tracked and can be resolved in accordance with

operational goals and standards. * Participate and contribute to a culture which build rewarding relationships, facilitates feedback andprovides exceptional client service.
Competencies

• Analytical thinking
• Commercial thinking
• Business acumen
• Presentation skills
• Influencing
• Planning and Organising
• Interpersonal Relationships

PolicyWe 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