Investment Consultant - Jhb Mmh240829-6

Momentum Metropolitan Holdings Limited; Gauteng; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A leading financial services provider seeks an Investment Consultant to forge partnerships with independent financial advisors. The role requires a BCom degree and 3-5 years of experience in the financial services industry, focusing on client engagement and business growth. Candidates should possess strong investment knowledge and be technologically savvy.

Qualifications

• 3-5 years in the financial services industry, including investments.
• Strong knowledge of investments and wealth management.
• Proven track record in client and/or IFA practice management.

Responsibilities

• Build relationships with IFAs and investment professionals.
• Drive production, business retention, and growth of assets.
• Lead change and promote diversity and inclusiveness.

Skills

Client Management

Investment Knowledge

Technological Savvy

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or CFP

Job description

Momentum Company Overview

Momentum, a financial services provider of choice since [year], is known for its entrepreneurial spirit and innovative culture.

We are committed to wealth creation and preservation, insurance, and income protection for our clients.

We achieve this through our understanding of the retail insurance, savings, and investment markets in South Africa. 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-starting, energetic, and meaningful partnerships with independent financial advisors (IFAs) and investment professionals.

Product, market, and sales knowledge will distinguish them from their peers.

The SIC / IFA relationship will be strengthened through client engagement, first-class service, in-depth business analysis, and continuous improvement of the IFA's business.

Minimum Requirements

• Qualifications: 3-year BCom degree in Business Management, Investments (essential). Honours degree (advantage). CFA and/or CFP (advantage).
• Experience: 3 to 5 years in the financial services industry, including investments (essential). Experience with Momentum Investments (advantage).
• Strong knowledge of the investments and wealth management industry in South Africa and international markets, including Fund Selection, DFM, and Securities.
• Proven track record in client and/or IFA practice management (advantage).
• Technologically savvy.

Duties & Responsibilities

Brand Engagement & Digital Presence

• Understand target audiences, landscape, competitors, and critical moments of truth.
• Build deep, lasting relationships with IFAs, transforming non-active supporters into active supporters and ambassadors.
• Connect with the brand and digital workflows.
• Drive production, business retention, and growth of assets.

Partnership Enablement & Empowerment

• Position Momentum as the business partner of choice.
• Understand how financial planning and advice can help IFAs grow.
• Provide advice-led coaching and understand the strengths, vulnerabilities, risks, and opportunities within the IFA panel.

Influence & Coaching

• Position Momentum as a thought leader through 1:1 coaching sessions and regular engagement.
• Understand regulatory impacts on IFA practices.
• Be accountable, innovative, honest, diverse, and influential.

Leadership & Personal Development

• Lead change and innovation, promote diversity and inclusiveness, drive results, influence IFA commitment, collaborate effectively, and grow talent.