Senior Structurer and Dealmaker

5 days ago

Sandton, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellnessand rewards programme), and our other specialist brands, including Guardrisk and ErisProperty Group, the group enables business and people from all walks of life to achievetheir financial goals and life aspirations.
Role Purpose

To effectively structure, provide and execute client appropriate structured investments and annuity solutions to employers, retirement funds, public sector enterprises and employer related entities and stakeholders. To provide deal making support to the distribution and engagement channels in generating and growing sales for the Structured Investments and Annuities business.
Requirements
- Relevant Business Degree, CA, CFA, MBA, Actuary, Master’s in Finance
- 8-10 years’ experience
- Structuring and Deal-making experience and credible track record
- Suitable Investment and Insurance experience
- Experience in managing client relationships, and exceptional client interaction capabilities.
Duties & Responsibilities

**INTERNAL PROCESS**
- Develop and present implemented client solution frameworks in respect of the Structured Investments and Annuities (SIA) solutions
- Provide investment expertise and guidance to clients and stakeholders to solve for their investment risks and liability management needs
- Design and structure financial solutions to meet client needs - this includes but is not limited to having an in-depth structured investments and annuities product knowledge, understanding how these products can be utilised to structure a solution and altering products/solutions where appropriate to address the needs of clients
- Identify new solutions and the markets that require focus in collaboration with the technical marketing team and product-houses and ensuring ongoing profitability and growth of the business
- Set defined client business development and engagement plans in conjunction with the distribution and client engagement channels, making use of the extensive network within the business to acquire new business
- Maintain expert knowledge of relevant legislative amendments, industry best practices, market developments and provision of proactive advice & solutions to relevant stakeholders
- Networking and seeking opportunities with new clients to grow our balance sheet investments (structured investments and annuities)
- Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
- Input into product design to ensure delivery of best-in-class solutions to target markets.
- Ensure the successful implementation of solutions
- Ensure all governance processes are in order

**CLIENT**
- Build and maintain an exceptional trusted un-bias client advisory relationship at a senior decision-making level and other key stakeholders, providing them with authoritative expertise and advice
- Develop in-depth client and industry needs and intelligence and sharing this analysis with the business to assist in identifying growth opportunities
- Create strategic partnerships with other external stakeholders to identify growth opportunities based on targeted client’s priorities and requirements
- Work closely with internal distribution resources, building appropriate relationships to create an environment that facilitates new business growth
- Contribute to sustaining a competitive edge through external networking and representation on related forums
- Contribute to the design of client journeys that result in a superior client experience.
- Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs
- Participate and contribute to an entrepreneurial culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

**PEOPLE**
- Demonstrate personal involvement, commitment, and dedication in support of organisational values and positive work culture
- Drive a learning, innovative and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members
- Collaborate effectively with colleagues, and the various teams that we interact with across the Group
- Drive an entrepreneurial culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness

**FINANCE**
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Strong inv

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