Investment Distribution Support Manager

2 weeks ago

Cape Town, South Africa Momentum Distribution Services Full time

**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**

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 business-related tertiary level qualification

**Experience**:

- 3 - 5 years of office management/general operations experience, with a preference to IFA management.
- 2 years people management experience.
- 1 - 2 years’ experience in the investment industry with an ability to hold an investment conversation. (e.g., Section 14, Section 37 & Section 50; Compulsory money).
- Experience within the MDS Sales environment is advantageous.

Knowledge:

- Extensive financial services industry knowledge.
- Knowledge of administrative policies, procedures, and processes.
- Knowledge of business-related 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 business

**Competencies**
- 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

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