Regional Manager: Momentum Wealth

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.Role PurposeAccountable for the strategic...

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.Role PurposeAccountable for the design, ongoing...

IntroductionRole PurposeAs a Service Account Manager (SAM) within our Momentum Wealth Specialised Investments Service Centre, you will be one of Momentum's brand representatives, to our top supporting Financial Advisers. The main purpose of your role will be to increase client loyalty and satisfaction through consistent, world class and legendary service of...

IntroductionAs a Service Account Manager in the Momentum Investments Retail, Service and Operations team, you will represent the Momentum brand.Role PurposeYour goal as a Service Account Manager is to enhance client loyalty by providing effective and efficient service to our key clients. By establishing strong relationships with clients, you will encourage...

Introduction Through our clientfacing 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.Role Purpose As the Service Manager for RISO's...

IntroductionMomentum Investments helps you grow your wealth, whether you're an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. We understand that your investment isn't just another investment. It's unique to you.Role PurposeWorkflow: Accurately...

Introduction Through our clientfacing 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.Role Purpose As the Service Manager for RISO's...

Introduction Through our clientfacing 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.Role Purpose As a Service Account Manager your...

IntroductionRole PurposeRequirements: Matric/Grade 1 Relevant investments or wealth (LISP) qualification years' experience in a contact centre or in the investment or financial service industry Computer Literacy specifically Microsoft excel Wealth systems knowledge Wealth process knowledge Wealth product knowledge Familiar with the Wealth dashboard...

_RECRUITMENT - ROLE OVERVIEW - HALF DAY POSITION_- WEF am to 1pm)_- We run a wealth management operation based in the Centurion area and is affiliated to one of the largest_- wealth manager franchises in South Africa. he 2nd assistant is an extremely important resource in end-to-end_- support of the wealth manager and a good knowledge of financial planning...

IntroductionRole PurposeWorkflow: Accurately monitor, report, resolve, respond/index (where needed) all Investment related queries andservice levels in order to provide an excellent, world class client experience/WOW experience.Kindly note that this role is a fixed-term contract.Requirements: Matric/Grade 1 Relevant investments or wealth (LISP)...

IntroductionRole PurposeResponsible to perform all tasks related to the administration of the Bulk Trade Desk functions. You will be required to support and assist various Platforms and align office hours in accordance with the required time lines (including International business calendar) for a 12 months contract period.Requirements: Matric. A financial...

IntroductionAs a Quality Controller (QC) within RISO, you will be one of Momentum's brand representatives. The main purpose of your role will be to accurately perform quality control and assurance of data on business systems to ensure standards are met as well as to maintain and monitor the quality assurance process.Role PurposeYour role will entail...

Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is- committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our- understanding of the retail insurance, savings, and investment markets in SA.Role Purpose My...

IntroductionRole PurposeProcessing of internal and external Investment corrections, as well as technical product support across Investment platforms. Process corrections/adjustments 100% accurately and ensure it is done within prescribed SLA, Corrections/Adjustments are checked by risk, commissions support and finance and the correct process has been...

IntroductionRole Purpose**- As a Quality Assurer (QA) (previously known as Quality Controller (QC)) within our Momentum Wealth Service Centre, your primary responsibility is to meticulously oversee data quality on business systems, ensuring compliance with standards while also upholding and monitoring the quality assurance process.Your duties will involve...

IntroductionThe CDD Service Specialist will be responsible for performing accurate background operational support administration duties in relation to the Anti-Money Laundering (AML) requirements within RISO.Role PurposeThe CDD Service Specialist will be responsible for performing accurate background operational support administration duties in relation to...

Introduction Through our clientfacing 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...

IntroductionConsult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME's)...

IntroductionRole PurposeMomentum Velocity Club is a new generation advice practice that prides itself on simplifying financial planning through the support of a passionate team of money obsessed individuals. The role sets to provide you with a unique opportunity to learn critical relationship management skills, sales skills as well as financial planning...