Institutional Support Specialist

1 week ago

Centurion, South Africa Momentum Investments Full time

**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. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- The purpose of the Institutional Support Specialist role is to support the Institutional Distribution team with client retention, acquisitions through the management of service engagement activities.

**Requirements**:
**Qualifications**:

- Minimum qualification of an undergraduate degree in Investments, Finance or Marketing

**Experience**:

- Minimum 3 years’ experience in Institutional Investments or a similar role.
- Strong organizational skills and initiative with systematic follow-up.

**Duties & Responsibilities**

**Responsibilities and work outputs**:

- Responsible for tender effectiveness and quality service of the Institutional Distribution team.
- Maintain a data base on submissions and proposals to clients and produce reports monthly on the volumes and status of submissions.
- Responsible for managing compilation process for request for information, tenders, proposals, due diligence questionnaires.
- Review and establish golden source pitch books for each capability and work closely with the different product heads to source their input.
- Continuously stay up to date on product knowledge and provide the team and other relevant stakeholders with insightful feedback on industry developments and regulatory changes.
- Identify and collate supplementary information that is required for proposals, tenders and reports.
- Improve and manage the data management process for the Institutional business.
- Initiate and implement innovative ways of presenting information to all stakeholders.
- Ensure that information database is updated with relevant and latest Momentum Investments brand elements.
- Responsible for product inclusion on all relevant surveys that assist the team in the positioning of the business.
- Keep abreast of industry developments and attend relationship building events such as industry conferences and events.
- Provide support to the distribution by compiling client presentations and new business pitch presentations.
- Ensure compliance with all regulatory requirements.

**Competencies**

**Competencies**:

- Planning and Organizational skills.
- Excellent Communication skills.
- Relating and Networking.
- Adhering to principles, values and standards of Momentum values.
- Coping with pressure and setbacks.
- Following instructions and procedures.

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