IFA Growth Partner & Insights Consultant

Momentum; Johannesburg; Presencial; ZAR 360 000 - 540 000; Tempo integral

Resumo da oferta

Momentum in Johannesburg seeks a Retail Business Consultant to craft energetic partnerships with IFAs, delivering marketing messages and deep business analysis to strengthen client relationships. The role focuses on understanding IFA needs, driving value propositions across Myriad, Investo, Health & Investments, and to exceed sales targets.

Qualified candidates will have 3+ years in financial services, a 3-year BCom, and may hold CFA/CFP.

Qualificações

• 3-year BCom degree in the listed fields.
• Willingness to study towards the degree or have 3+ years in the IFA industry.
• CFA and/or CFP® is an advantage.

Responsabilidades

• Educate: Enhance the perception that Momentum are thought leaders; be the IFA's source of information and educator within Momentum; be accountable, innovative, excellent, honest, diverse, and influential in your business dealings; enable better financial planning and advice outcomes.
• Enable/Empower: Develop a trusting relationship with the IFA; grow the IFA’s practice by identifying new products, client segments, channels; help satisfy client needs through campaigns.

Formação académica

BCom degree in Financial Planning, Investment, Business Management, Marketing, Finance, Education and Legal

Willingness to study towards the degree

CFA and/or CFP® is an advantage

Descrição da oferta de emprego

Momentum in Johannesburg seeks a Retail Business Consultant to craft energetic partnerships with IFAs, delivering marketing messages and deep business analysis to strengthen client relationships. The role focuses on understanding IFA needs, driving value propositions across Myriad, Investo, Health & Investments, and to exceed sales targets.

Qualified candidates will have 3+ years in financial services, a 3-year BCom, and may hold CFA/CFP.