Mwi Product

**Introduction**

Through 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 Purpose**

Accountable for the design, ongoing management and implementation of the Momentum Wealth
International product solutions, pricing and platform capabilities. Target market includes investors and
advisers in South Africa and selected international jurisdictions.

**Requirements**:

- BCom or related degree.
- More than 5 years of experience in financial services with at least 3 years’ experience in an investment product development or platform-related role.
- Ability to interrogate, balance the varying views ofstakeholders and think critically.
- Ability to work with cross-functional teams.

**Duties & Responsibilities**

**Product**
- Design and ongoing management of the Momentum Wealth International platform products and
capabilities that can support clients and advisers in achieving their goals and that are future-fit from a
business perspective.
- Considersolutions holistically from a regulatory, compliance and financial perspective and understand
the impact on various areas of the business.
- Ongoing review of products and platform capabilities to ensure regulatory compliance and
competitiveness in relevant markets.
- Content specialist of product and platform-related aspects for marketing material, digital material,
thought-leadership in the industry and internal documentation including Terms and Conditions,
statements, client letters etc.
- Stay abreast of South African and global platform trends, do research and analysis to timeously identify opportunities in the market to develop new products, capabilities, new areas of growth or to
streamline existing product offerings.
- Assist in implementing the strategic initiatives of the business as they relate to products and
capabilities.
- Monitor the client and adviser experiences of existing products and capabilities as early indicators of
success / warning of changes required.
- Present product and capability solutions and proposals to governance forums including the Boards,
Excos, Mancos and product management committee, as required.

**Engage with clients in a client centric manner (Client Services)**
- Provide authoritative expertise to financial advisers, their client clients and internal and external
stakeholders.
- Build and maintain relationships with internal and external stakeholders.
- Make recommendations to improve financial adviser and client experience service and fair
treatment of clients.
- Participate and contribute to a culture which buildsrewarding relationships, facilitatesfeedback and
provides exceptional client service.

**Self-management and teamwork (People)**
- Develop and maintain productive and collaborative working relationships with peers, financial
advisers clients and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuousinnovation through the development, sharing and implementation of new
ideas.
- Take ownership for driving career development.
- Effectively manage time and ensure optimal productivity.
- Ensure technical product and legislative knowledge is always current in order to propose the most
relevant and innovative client solutions and comply with governance requirements.
- Be self-confident, self-motivated and relentlessly pursue targets and goals.

**Contribute to financial controls and planning (Finance)**
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Provide input into the risk identification processes and communicate recommendations in the
appropriate forum.

**Competencies**

**Business Acumen**
- Experience and in-depth knowledge of the South African LISP (platform) industry, including regulatory
landscape, products, pricing etc. Knowledge of Offshore LISP industry preferred.
- Understand how the business operates, what the key issues and risks are that drives business success:
and how they impact on the commercial viability of potential ventures and the profitability of the
Group.
- Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
- Collaboration
- prioritises the business interests of Momentum Metropolitan Holdings and invests in
the success of the Group by aligning effort across divisions.
- Persuades, convinces, influences and inspires others, bothwithin Momentum Metropolitan Holdings
and externally to win support, loyalty and gain commitment to the purpose of the organisation.
- Manages self and relationships with others effectively, deals with ambiguity, uncertainty,
and pressure, and provides perspective in difficult situations.