Talent Pool: Investment Consultant (Port Elizabeth)

Momentum Group Limited; Gqeberha; On-site; ZAR 35 000 - 70 000; Full time

Job summary

An established industry player is seeking an energetic Investment Consultant to foster meaningful partnerships with independent financial advisors. This role is pivotal in enhancing client engagement and driving business growth through innovative financial solutions. The ideal candidate will possess a strong background in financial services, particularly in investments, and have the ability to influence and coach advisors. Join a dynamic team that values collaboration and innovation, and make a significant impact in the wealth management sector.

Qualifications

• 3-5 years' experience in financial services, especially investments.
• Strong knowledge of investments and wealth management.

Responsibilities

• Build long-lasting relationships with independent financial advisors (IFAs).
• Drive production, business retention, and growth of assets.

Skills

Client Management

Investment Knowledge

Financial Planning

Relationship Building

Technology Savvy

Education

3-year BCom degree in Business Management

Honours degree

CFA/CFP

Job description

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.

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

Role Purpose

The Investment Consultant builds passionate, self-starter, energetic, and meaningful partnerships with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart. The SIC/IFA business relationship will be strengthened through client engagement (diversity), first-class service, in-depth business analysis, and continuous improvement of the IFA's business.

Requirements

Qualifications:

• 3-year BCom degree in Business Management, Investments (essential)
• Honours degree is an advantage
• CFA and/or CFP is an advantage

Experience:

• 3 to 5 years' experience in the financial services industry, including investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets, including Fund Selection, DFM, and Securities
• Proven track record in client and/or IFA practice management is an advantage
• Technology savvy

Duties & Responsibilities

Enthuse through Brand, SME Service & Digital

• Understand target audiences, their landscape, competitor influences, and key events.
• Build long-lasting, meaningful relationships with the IFA.
• Encourage IFAs to become active supporters and ambassadors.
• Connect to the brand and digital ways of working.
• Drive production, business retention, and growth of assets.

Enable and empower through partnership

• Position Momentum as the business partner of choice.
• Understand the power of financial planning and how our products assist IFA growth.
• Coach IFAs on advice-led practices.
• Understand the strengths, vulnerabilities, risks, and opportunities within the IFA panel.

Influence through coaching and learning

• Position Momentum as a thought leader and good information source.
• Conduct 1:1 coaching sessions and regular engagements with IFAs.
• Understand the impact of regulation on IFA practices.
• Be accountable, innovative, honest, diverse, and influential.

Competencies

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent
• Self-awareness and insight