Investment Consultant - Durban

Momentum; Umhlanga Rocks; On-site; ZAR 500,000 - 750,000; Full time

Job summary

Momentum is seeking an Investment Consultant dedicated to fostering relationships with financial advisors, enhancing their engagement, and driving business growth. The ideal candidate will possess strong market knowledge, a client-focused approach, and experience in financial services, ensuring impactful partnerships that promote wealth creation and retention.

Qualifications

• Essential: 3-5 years' experience in financial services, including investments.
• Strong knowledge of the investments and wealth management industry.
• Experience with IFAs in practice management is advantageous.

Responsibilities

• Develop and maintain deep relationships with independent financial advisors.
• Coach IFAs in advice-led practices and ensure business growth.
• Conduct regular engagements and coaching sessions with advisors.

Skills

Client Engagement

Market Knowledge

Financial Planning

Coaching

Sales Knowledge

Technology Savvy

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 of 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, and critical moments of truth
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• Transition IFAs from non-active supporters to active supporters and 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
• Understand the power of financial planning and advice, and how our products can assist the IFA to grow
• Coach the IFA in advice-led practices
• Understand the strengths, vulnerabilities, risks, and opportunities of the panel supported

Influence through coaching and learning

• Position Momentum as a thought leader and trusted information source
• Conduct 1:1 coaching sessions and regular engagements with IFAs
• Understand the impact of regulation on IFA practices
• Be accountable, innovative, honest, diverse, and influential in business dealings

Competencies

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