Investment Consultant

Momentum Distribution Services; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading financial services provider is seeking an Investment Consultant in Cape Town. This role involves building meaningful relationships with independent financial advisors (IFAs) to enhance their service offerings and grow their practice. Strong investment knowledge and client engagement skills are essential, along with a relevant degree and industry experience. The position is integral to developing the IFA business, ensuring long-lasting partnerships that contribute to wealth creation.

Qualifications

• 3 to 5 years of experience in the financial services industry, particularly in investments.
• Proven track record dealing with clients and IFAs in a practice management environment.
• Strong knowledge of South African investment market.

Responsibilities

• Build strong relationships with IFA partners.
• Promote Momentum's investment products and services.
• Conduct 1:1 coaching sessions with IFAs to strengthen partnerships.

Skills

Investment and wealth management knowledge

Client engagement

Technology Savvy

Coaching competence

Regulatory impact understanding

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA or CFP certification

Job description

IntroductionMomentum, a financial services provider of choice since

• , known for its entrepreneurial spirit andinnovative culture is committed to wealth creation and preservation, insurance, and income protection forall our clients.

We do this through our understanding of the retail insurance, savings, and investmentmarkets in SA.DisclaimerAs an applicant, please verify the legitimacy of this job advert on our company career page.Role PurposeThe Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that willstand the test of time with investment and wealth independent financial advisors (IFAs).

Product, market,and sales knowledge will set them apart from their counterparts.

The SIC / IFA business relationship will bestrengthened by client engager (diversity), first-class service, in-depth business analysis and continuousimprovement of the IFA's business.

Requirements

RequirementsQualifications : 3-year BCom degree in the following fields : Business Management, Investments (essential)Honours degree is an advantageCFA and / or CFP is an advantageExperience : 3 to 5 years' financial service industry experience - must include investments (essential)Experience in Momentum Investments is an advantageStrong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.A proven track record in successfully dealing with clients and / or IFAs in a practice management environment is an advantage.Technology SavvyDuties & ResponsibilitiesEnthuse through Brand, SME Service & DigitalUnderstand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.Ensure long-lasting, deep, and meaningful relationships with the IFAIFAs to move from non-active supporters to active supporters, to ambassadors.Connection to the brand and digital way of workProduction / Business retention & growth of assetsEnable and empower through partnershipMomentum is seen as the business partner of choiceSIC understands the power of financial planning and advice and how our products can assist the IFA to grow.Advice-led coaching competence of the IFAHave a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.Influence through coaching and learningIFA having the perception that Momentum are thought leaders.

Competencies

Good source of information.Investment consultant will coach every IFA that they look after through 1 : 1 coaching sessions and regular engagementsInvestment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.Be accountable, innovative, excellent, honest, diverse, and influential in your business dealingsCompetenciesLeading change and innovationDiversity and inclusivenessDrive for resultsAbility to drive and influence IFA commitmentCollaborationImpact and influenceGrowing talentSelf-awareness and insight