Job category: Momentum Careers

Job Description: To execute on client engagement initiatives that contribute to business retention. This will entail telephonically engaging with clients, providing sound solutions that address, their dissatisfaction, affordability and other premium and policy related concerns. This must be done, whilst always providing an exceptional client experience. Job Responsibilities: Consistently meet and exceed the minimum performance … Read more

Job Description: Plan, lead and direct the management of day to day activities of financial advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence. Job Responsibilities: Recruit, select and retain high quality financial advisors by ensuring an optimum mix of talent in each advisor … Read more

Job Description: The The purpose of the Junior Client Support Specialist is to provides administrative support to enable the client support specialist team to develop and manage client relationships. Job Responsibilities: Provide the required administrative support and input into client retention activities. Identify opportunities to continuously enhance and improve client engagement. Build and maintain strong … Read more

Job Description: The purpose of the Junior Equity Trader role is to work under the supervision of an experienced Trader to ensure efficient execution and management of trades for retail clients in order to deliver on client expectations. Job Responsibilities: Provide accurate information to clients on stocks in order to assist clients to make informed … Read more

Job Description: Assess all claims information and forward all incomplete documentation to the relevant stakeholder for resolution. Resolve escalated claim queries and ensure queries are processed in a timeously manner. Job Responsibilities: Build and maintain relationships with clients, internal and external stakeholders. Assist the Administration Manager in their day to day oversight duties of the … Read more

Job Description: The Investment Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements. Job Responsibilities: Manage pipeline – keep clean and relevant. Drive submission of requirements to ensure cases issue Understanding … Read more

Job Description: Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Job Responsibilities: Sell products in line with client’s financial needs by conducting affordability analysis … Read more

Job Description: 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 … Read more

Job Description: This role requires excellent communication, presentation, listening and writing skills. Strong initiative, proactivity, accountability, and persistent follow-through are also needed. Candidates should enjoy working in a fast-paced, high-pressure environment and should be willing to push the boundaries to deliver quality content. Job Responsibilities: Build and increase brand awareness: Use Momentum’s brand positioning and … Read more

Job Description: We are looking for new business specialist who can SOURCE OWN new business LEADS for car, home & contents & advise on PERSONAL LINES motor & household domestic insurance for Momentum Insure. Job Responsibilities: Cold calling, networking and lead generation Building brand awareness through client interaction Achieving sales targets Administration of client information … Read more