![Momentum Distribution Services](https://envy-mag.com/img/c/momentum-distribution-services.png)
Investment Distribution Support Manager
2 weeks ago
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.
Role Purpose
The Investment Distribution Support Manager (IDSM), manages and leads the Momentum Distribution support administration team and supports the MDS Sales teams in reaching our goals, objectives, and targets.
The role of the IDSM is also to drive transformation and to ensure effective and smooth operations thorough knowledge of Momentum's products, systems, and processes.
Requirements:
Qualifications:
- Relevant Degree/NQF 7 businessrelated tertiary level qualification
Experience:
years of office management/general operations experience, with a preference to IFA management.
- 2 years people management experience.
- Experience within the MDS Sales environment is advantageous.
Knowledge:
- Extensive financial services industry knowledge.
- Knowledge of administrative policies, procedures, and processes.
- Knowledge of businessrelated rules, legislation, and regulations. (Regulatory and compliance requirements)
- Knowledge of how an office on an IFAs practice works.
- Knowledge and understanding of investment products.
Skills required:
- Presentation skills
- Influencing skills
- Planning and organizing skills
- Communication skills
- Interpersonal skills
- Technology savvy
- Microsoft Office skills
- Conflict Management skills
- Crises Management skills
- Flawless and effective communication (written and oral)
Duties & Responsibilities
Duties and responsibilities:
General Operations:
Successful management of the new business process, accurate recording, infrastructure, Standard operating procedures, governance principles, branch contingency plans as well as Adopt and drive digitization and is business technology-savvy.
Culture Leader:
Participates and contributes to a culture that builds rewarding relationships. Facilitates feedback and provides exceptional client service. Is a servant leader
Cost Effectiveness:
Controls the budget for area of responsibility, including processing of expenditure on time and implementing financial regulations within budgetary constraints.
Investigates willful acts of non-compliance. Leave management - effectively manages Distribution Support Administrator leave and ensures consecutive leave is taken annually.Support & Service experience:
Manages the escalation process to resolution.
Identifies process inefficiencies through regular engagements with Distribution and Distribution Support staff and provides feedback to internal stakeholders and own line manager.
Partner with sales team with a view of sales creation and projection of businessCompetencies
- Leading and supervising
- Relating and networking (building rapport and relationships)
- Change management
- Stress tolerance
- Delivering results and meeting stakeholder expectations
- Teamwork and collaboration
- Positively impact and influence on the IFA practice
-
Investment Regional Manager
2 weeks ago
Cape Town, Western Cape, South Africa Momentum Distribution Services Full timeIntroduction 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 The...
-
Senior Lawyer
2 weeks ago
Cape Town, Western Cape, South Africa Investment Manager firm Full timePosition Title: Senior Lawyer (Cape Town) - Agricultural InvestmentsCompany Overview:A respected Investment Manager is looking for a Senior Lawyer with experience in corporate finance to join their dynamic team. The individual should be an admitted attorney and a member of the Law Society. A keen interest in financial services, investments and agricultural...
-
Investment Development Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Momentum Distribution Services Full timeIntroductionMomentum, 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 PurposeThe...
-
Distribution Analyst Graduate
2 weeks ago
Cape Town, Western Cape, South Africa HRInsync Full timeDistribution Analyst Intern - GraduatePurposeThis role supports the Distribution team by updating, maintaining and providing reports, presentations and commentaries where required and within deadlines. The focus of the role is on supplying data related information and ensuring that the data drawn from various sources is valid and correct.In addition, you...
-
Honours Investment Management Graduate
2 weeks ago
Cape Town, Western Cape, South Africa HRInsync Full timeB.Com Honours Investment Management GraduatePurposeExciting opportunity within an Asset Management company within their Distribution Team.This role supports the Distribution team by updating, maintaining and providing reports, presentations and commentaries where required and within deadlines. The focus of the role is on supplying data related information...
-
Distribution Support Administrator- Cape Town
2 weeks ago
Cape Town, Western Cape, South Africa Momentum Distribution Services Full timeIntroduction 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 The...
-
Banking And Investment Support Officer
2 weeks ago
Cape Town, Western Cape, South Africa Lemongrass Consulting Full timeVacancy: Banking and Investment Support OfficerFull details of the job. Vacancy Name Vacancy Name Banking and Investment Support Officer Vacancy No Vacancy No VN848 Contract Type Contract Type EFT Duration Location Location Cape Town Description WORKING RELATIONSHIPSThe position reports to the local Team Ops of Client Support - Banking and Investments...
-
Banking And Investment Support Officer
2 weeks ago
Cape Town, Western Cape, South Africa Lemongrass Consulting Full timeVacancy: Banking and Investment Support OfficerFull details of the job. Vacancy Name Vacancy Name Banking and Investment Support Officer Vacancy No Vacancy No VN848 Contract Type Contract Type EFT Duration Location Location Cape Town Description WORKING RELATIONSHIPSThe position reports to the local Team Ops of Client Support - Banking and...
-
Banking and Investment Support Officer
2 weeks ago
Cape Town, Western Cape, South Africa Stonehage Fleming Full timeDescription WORKING RELATIONSHIPS The position reports to the local Team Ops of Client Support - Banking and Investments Support Team. Other working relationships include all members of Family Office Client Support, FO, Dealing and Treasury, Banking and various external business contacts (Financial institutions). OVERALL PURPOSE The individual will...
-
Business Development Consultant
2 weeks ago
Cape Town, Western Cape, South Africa LWA Corporate Investment Full timeHead quartered in Cape Town, South Africa, Leading Women of Africa Corporate Group is pan-African social enterprise delivering innovative and strategic business support to partners. LWA Corporate Group operates across sectors and industries.Our group includes:LWA Corporate Investment, LWA Leadership Institute and Leading Women of Africa NPC.The Trade and...
-
Internship: Distribution
2 weeks ago
Cape Town, Western Cape, South Africa Levi Strauss Manufacturing Facility & Distribution Centre Full timeRequirements BCom in Supply Chain / Logistics Management/ equivalent qualification Previous experience in a similar environment will be advantageous but not essential Computer literacy (MS Office) and Outlook Have a 'cando' attitude Great ability to manage pressure and stress High level of integrity and confidentiality Good Communicator (verbal/nonverbal)...
-
Research and Investment Analyst
2 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeFinancial Analyst Position at ABC CompanyKey Responsibilities: Market Insights: Analyze, interpret, and share important market, investment, and industry information. In-Depth Research: Conduct thorough research on local and international investment schemes, active and passive investing, and benchmark performance. Thought Leadership: Create insightful...
-
Distribution Manager
2 weeks ago
Cape Town, Western Cape, South Africa The Joblink Full timeContact person for this position:Amori PrinslooOur client is urgently looking for the expertise of a Distribution Manager to join their team.Direct Line Manager: Logistics Director.Direct Reports: Distribution Supervisor, Drivers and Assistants and Distribution Clerk.KEY PERFORMANCE AREAS/OUTPUTS/RESPONSIBILITIES Implement the transport operational plan...
-
Banking & Investment Support Officer
2 weeks ago
Cape Town, Western Cape, South Africa Capital Assignments Full timeOur client is a leading independent Family Office. With a rich history dating back over a century, the company provides comprehensive services tailored to the needs of ultra-high-net-worth individuals, families, and family offices worldwide. As a Banking & Investment Support Officer, you'll be an integral part of our client's dynamic team dedicated to...
-
Investment / Asset Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full timeEstablished top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of clients and provide a comprehensive investment consulting service to these clients.The firm is specifically seeking an investment technically strong individual, who would be able to...
-
Investment Manager
2 weeks ago
Cape Town, Western Cape, South Africa CA Global Headhunters Full timeReference Number: LC01A leading, African Investment company is looking for an Investment Manager to join their team. The Investment Manager will provide support to the Investment Team, both in the organization and execution of transactions, as well as in the monitoring of the Investment portfolio. The incumbent will be required to prepare, analyze, explain...
-
Senior Investment Research Analyst
2 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeWe're hiring for a Position of Investment Specialist at our company!Key Responsibilities:Conducting in-depth research on fund managers for finding the best investment solutions.Contributing to the strategic positioning of investment options such as Invest and Consult and Life investments.Leading thought leadership initiatives in investments and delivering...
-
Investment Manager
2 weeks ago
Cape Town, Western Cape, South Africa CA Global Headhunters International Full timeJob Description:Investment Manager (Execution / Monitoring / Portfolio) - Cape Town, South AfricaReference Number: LC01A leading, African Investment company is looking for an Investment Manager to join their team. The Investment Manager will provide support to the Investment Team, both in the organization and execution of transactions, as well as in the...
-
Investment Solutions Bdm
2 weeks ago
Cape Town, Western Cape, South Africa PPS Recruitment Full timeJob Advert Summary:An exciting opportunity for an experienced and knowledgeable Investment Solutions Business Development Manager responsible to establish and grow the PPS Investments Multi Manager and DFM capability.Minimum Requirements:Proven ability of growing market share and exceeding sales targets in the DFM space. Credibility with industry...
-
Investment Administrator
2 weeks ago
Cape Town, Western Cape, South Africa Conova Recruitment Full timeKey Responsibilities: Client take-on and account openingPopulation of forms for stockbrokers / LispsGathering of required supporting documents and requirements for applicationsSecurity Model Portfolio Fund FactsheetsBuild new fact sheets when requiredUpdating of fact sheets monthly / ad hocDistribute fact sheets within required timelinesTrading (under team...