Wednesday , February 8 2023

Momentum Learnerships – Junior Fund Relationship Consultant

Website Momentum

Job Description:

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 Metropolitan provides practical financial solutions for people, communities and businesses.

Job Responsibilities:

  • Maintain a S14 register and assist with the monitoring of all section 14s applications, ensuring that the process followed is in line with legislation
  • Develop and maintain relevant databases and records for the team, for ease of reference and retrieval of data
  • Maintain a consistent service delivery to consultants’ team that will result in client retention and satisfaction
  • Assist with and follow up on action items from client meetings ensuring the timelines as agreed on are clearly stated

Job Requirements:

  • Self – awareness
  • Collaboration
  • Drive for results
  • Diversity and Inclusiveness
  • Impact and Influence
  • Client Commitment

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Functions: Financial Services

Job Location: Sandton, Gauteng, South Africa

Application Deadline: N/A

Apply Here

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