![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 (DSM) supports the Momentum Distribution Services (MDS) distribution support admin team by organizing and coordinating office administration and procedures, in order to ensure organizational effectiveness and efficiency through world-class leadership of the administrative team.
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.
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 businesCompetencies
- Presentation skills
- Influencing skills
- Planning and organizing skills
- Communication skills
- Interpersonal skills
- Technology savvy
- Microsoft Office skills
-
Investment Distribution Support Manager
2 weeks ago
Pretoria, Gauteng, 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...
-
Investment Distribution Support Administrator
2 weeks ago
Pretoria, Gauteng, South Africa Momentum Distribution Services Full timeIntroduction Momentum, a financial services provider 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 Distribution...
-
Distribution Support Administrator
2 weeks ago
Pretoria, Gauteng, South Africa Momentum Distribution Services Full timeIntroductionMomentum, a financial services provider 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...
-
Wealth Investment Administrator
2 weeks ago
Pretoria, Gauteng, South Africa PSG Wealth Distribution Full timeResponsibilities: Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. Work closely with Wealth Manager Provide ongoing feedback to clients. Assist clients with completing forms, check...
-
Investment Specialist
2 weeks ago
Pretoria, Gauteng, South Africa People Advance Full timeLeader in the asset management environment requires a brand champion to develop, support and maintain current base of bulk channel clients as well as continuously identify new distribution opportunities. Utilise your CFA/CFP qualification plus 5 years' experience in retail distribution within an asset management or LISP company. This role will suit an...
-
Broker Specialist
2 weeks ago
Pretoria, Gauteng, South Africa Riff Distribution Services Full timeBroker Specialist:RIFF Distribution Services - Gauteng RegionRIFF Distribution ServicesPretoria, GautengWho are we?RIFF offers a range of investment solutions, through distribution and support to independent Financial Services Providers ("FSP's") and Independent Financial Advisors ("IFA's"). Our core value proposition includes robust long-term strategies...
-
Investment Analyst
2 weeks ago
Pretoria, Gauteng, South Africa Nedbank Full timeJob Classification Sales and Service Career Stream Sales Leadership Pipeline Manage Self: Operational FAIS AffectedJob Purpose To provide essential- support to the advisors and our clients, in line with the- 6-step financial advice process, whilst ensuring overall contribution for- growth in revenue, profitability, and market share for Distribution in...
-
Wealth Adviser Assistant
2 weeks ago
Pretoria, Gauteng, South Africa PSG Wealth Distribution Full timePSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.Job description:PSG has an exciting...
-
Broker Consultant and Investment Specialist
2 weeks ago
Pretoria, Gauteng, South Africa PPS Recruitment Full timeJob Advert Summary:PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the...
-
Head Of Collective Investments Operations
2 weeks ago
Pretoria, Gauteng, South Africa The Recruitment Council Full timeAre you looking to lead the operations of a prominent financial services firm's collective investments division? A prestigious financial services company is seeking a talented individual to spearhead their Collective Investments Operations team. You will be responsible for developing strategy and ensuring the effective coordination and implementation of all...
-
Pretoria, Gauteng, South Africa Edge Executive Search Full timeSpecialist: Energy: Transmission and Distribution Systems Permanent JHB00321 Goverment Gauteng, Tshwane (Pretoria) R R Annually Cost To Company Our client, a National Government Department that oversees a number of SOC's that operate in core sectors of the economy including Mining, Defence, Energy, Logistics based in Pretoria is looking for a Specialist:...
-
Manager : Supervision Investment Providers
2 weeks ago
Pretoria, Gauteng, South Africa Financial Sector Conduct Authority Full timePurpose of the Job:To manage and direct the activities of the alternative investment managers in conjunction with the Departmental Head and to advance sound and appropriate supervision of the alternative investment managers.The person appointed to this position will report to the Departmental Head: Supervision Investment Providers.Key Performance Areas:...
-
Junior Investment Analyst
2 weeks ago
Pretoria, Gauteng, South Africa IT Ridge Technologies Full timeThe purpose of this role is to assist the Investment Analyst in providing extensive reporting, monitoring and analysis of the investment portfolios of the Corporation and the establishment and upkeep of the systems to support these functions. The role also entails liaising with the Corporation's back and middle offices and the custodian. The incumbent will...
-
Investment Specialist
2 weeks ago
Pretoria, Gauteng, South Africa Prebless Recruitment Full timeROLE OVERVIEW:The role of the Investment Specialist is to support the Head: Actuarial Short Term & Life with asset-liability management studies, asset-liability matching exercises, liquidity risk measurement, credit risk analytics, and market risk modelling and investment functions, including market risk capital requirement tools and models.Part of the...
-
Investment Analyst
2 weeks ago
Pretoria, Gauteng, South Africa Nefcorp Full timeJob category: Banking, Finance, Insurance. Stockbroking Contract: Permanent Remuneration: Market Related EE position: Yes Introduction The National Empowerment Fund is looking for an Investment Analyst who will join uMnotho Fund team. The purpose of this role is to provide support function to Investment Associates on all areas of transaction execution. ...
-
Chief Investment Officer
2 weeks ago
Pretoria, Gauteng, South Africa Edge Executives Full timeYou will be responsible for the management of the Group Investment Portfolios. Further,to co-create and support the CEO in driving the investment strategy, responsible for the implementation of the investment strategy in the Group. You will provide insight and direction, lead investment teams, lead M&A and corporate finance activities, oversee the...
-
Senior Investment Analyst
6 days ago
Pretoria, Gauteng, South Africa Tallrock Capital Full timeThe Senior Investment Analyst (SIA) is responsible for the support to the Financial Advisers (FA) with their client's investment needs. He/She needs to ensure all reporting deadlines are met each month. The SIA is responsible for the performance of the...Bachelor's Degree in Finance, Economics, Accounting, Business Administration, or a related field...
-
Distribution Coordinator
2 weeks ago
Pretoria, Gauteng, South Africa Mprtc Recruitment Full timeLogistics, Warehouse Fleet and Distribution Seeking a diligent Distribution Coordinator for Nigel. Responsible for efficient distribution processes, deadline management, resource tracking, and record-keeping. Requires strong admin skills, computer proficiency, and effective communication. Minimum 3 to 5 years' experience managing a team of at least 40...
-
Employee Benefits Risk Specialist
2 weeks ago
Pretoria, Gauteng, South Africa PSG Wealth Distribution Full timeJob description:PSG has an exciting opportunity exciting opportunity for an applicant who will be responsible for Employee Benefit administration and client services. To deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning. To assist...
-
Chief Investment Officer
2 weeks ago
Pretoria, Gauteng, South Africa The Recruitment Council Full timeoin a leading Asset Manager firm as Chief Investment Officer. With a global presence and a commitment to innovation, this company offers a dynamic environment for top-tier investment professionals. The primary purpose of the Chief Investment Officer (CIO) is to establish investment strategies and manage our flagship equity model portfolios (local and...