Investment Consultant

Momentum Group Limited; Pretoria; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A leading financial services company is looking for an Investment Consultant to enhance relationships with IFAs through coaching and support. The successful candidate will have a strong background in investments with at least 3 years of experience, aiming to empower partners and maintain growth in assets.

Qualifications

• 3 to 5 years in the financial service industry, especially investments.
• Experience in Momentum Investments is advantageous.
• Strong knowledge of investments and wealth management in SA.

Responsibilities

• Establish deep, meaningful relationships with IFAs.
• Coach IFAs through 1:1 sessions and regular engagements.
• Influence and guide IFAs to become brand ambassadors.

Skills

Client Management

Coaching

Investment Knowledge

Technology Savvy

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or CFP

Job description

Enthuse through Brand, SME Service & Digital

• Understand 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 IFA

• IFAs to move from non-active supporters to active supporters, to ambassadors.

• Connection to the brand and digital way of work

• Production/Business retention & growth of assets

Enable and empower through partnership

• Momentum is seen as the business partner of choice

• SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.

• Advice-led coaching competence of the IFA

• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.

Influence through coaching and learning

• IFA having the perception that Momentum are thought leaders. Good source of information.

• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements

• Investment 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 dealings

Qualifications:

• 3-year BCom degree in the following fields: Business Management, Investments (essential)

• Honours degree is an advantage

• CFA and/or CFP is an advantage

Experience:

• 3 to 5 years' financial service industry experience - must include investments (essential)

• Experience in Momentum Investments is an advantage

• Strong 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 Savvy