Investment Coach & IFA Growth Partner

Momentum; Gqeberha; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A financial services company is seeking an Investment Consultant in Gqeberha. The ideal candidate will cultivate meaningful relationships with independent financial advisors (IFAs) and provide expert investment advice. Responsibilities include engaging IFAs, promoting brand loyalty, and leveraging financial planning to enhance their success. Candidates should have a 3-year BCom degree and 3 to 5 years of experience in the financial industry, with a preference for those familiar with the local market landscape.

Qualifications

• 3-5 years' financial service industry experience, including investments.
• Experience in Momentum Investments is preferable.
• Proven track record in managing client relationships.

Responsibilities

• Build and maintain long-lasting relationships with independent financial advisors (IFAs).
• Enhance brand visibility and influence through coaching.
• Engage IFAs through 1:1 coaching and regular sessions.

Skills

Strong knowledge of investments and wealth management

Technology Savvy

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or CFP

Job description

A financial services company is seeking an Investment Consultant in Gqeberha. The ideal candidate will cultivate meaningful relationships with independent financial advisors (IFAs) and provide expert investment advice. Responsibilities include engaging IFAs, promoting brand loyalty, and leveraging financial planning to enhance their success. Candidates should have a 3-year BCom degree and 3 to 5 years of experience in the financial industry, with a preference for those familiar with the local market landscape.