Investment Consultant - Durban

Momentum; Umhlanga Rocks; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services provider in Umhlanga Rocks is seeking an Investment Consultant to forge meaningful partnerships with independent financial advisors. Candidates should have a degree in Business Management or Investments and 3 to 5 years of experience in the financial services industry. Strong investment knowledge and client engagement skills are essential. The role focuses on relationship building, business growth, and coaching IFAs.

Qualifications

• 3 to 5 years' experience in the financial services industry, including investments.
• Strong knowledge of the investments and wealth management industry in South Africa.
• Proven track record in successfully dealing with clients and/or IFAs.

Responsibilities

• Ensure long-lasting, deep relationships with the IFA.
• Produce business retention and growth of assets.
• Coach each IFA through 1:1 sessions and regular engagements.

Skills

Investment knowledge

Client engagement

Sales skills

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or CFP

Job description

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture, is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose

The Investment Consultant crafts passionate, self-starter, energetic, and meaningful partnerships that will stand 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 be strengthened by client engagement (diversity), first-class service, in-depth business analysis, and continuous improvement of the IFA's business.

Requirements

Experience and Qualifications:

• 3-year BCom degree in Business Management, Investments (essential)
• Honours degree is an advantage
• CFA and/or CFP is an advantage

Experience:

• 3 to 5 years' experience in the financial services industry, including investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets, including 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

Duties & Responsibilities

Enthuse through Brand, SME Service & Digital

• Understand target audiences, their working landscape, competitor influences, key events, and moments of truth.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• Move IFAs from non-active supporters to active supporters, to ambassadors.
• Connect to the brand and digital ways of working.
• Production/Business retention & growth of assets.

Enable and empower through partnership

• Position Momentum 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.
• Develop advice-led coaching competence of the IFA.
• Understand the strengths, vulnerabilities, risks, and opportunities of the panel they support.

Influence through coaching and learning

• Position Momentum as thought leaders and a good source of information.
• Coach each IFA through 1:1 sessions and regular engagements.
• Understand the impact of regulation on the IFA practice.
• Be accountable, innovative, excellent, honest, diverse, and influential in business dealings.

Competencies

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent
• Self-awareness and insight