IFA Growth Partner & Financial Services Consultant

Momentum; Johannesburg; In loco; ZAR 360.000 - 520.000; Tempo pieno

Descrizione del lavoro

Momentum is seeking a Retail Business Consultant to craft partnerships with Independent Financial Advisors (IFAs) across a range of Momentum products and services. The role focuses on ease of doing business, high service levels, and continuous improvement of the IFA's practice through deep business insights and collaboration.

The ideal candidate will have 3–5 years in financial services, a BCom degree, and readiness to pursue further professional education such as CFA/CFP®.

Competenze

• 3-year BCom degree in Financial Planning, Investment or Business Management, Marketing, Finance, Education or Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years in the IFA industry.
• CFA and/or CFP® is an advantage.

Mansioni

• Be visible to the IFA to understand their needs and drive value proposition across Myriad, Investo, Health & Investments.
• Visit the IFA and IFA office-based on a plan and deliver marketing messages on products.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda and record minutes of all meetings.

Conoscenze

Relationship building

Sales targeting

Business analysis

Communication

Formazione

BCom degree

Strumenti

Momentum Myriad

Investo

Descrizione del lavoro

Momentum is seeking a Retail Business Consultant to craft partnerships with Independent Financial Advisors (IFAs) across a range of Momentum products and services. The role focuses on ease of doing business, high service levels, and continuous improvement of the IFA's practice through deep business insights and collaboration.

The ideal candidate will have 3–5 years in financial services, a BCom degree, and readiness to pursue further professional education such as CFA/CFP®.