Investment Consultant - Eastern Cape

Momentum; Gqeberha; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services provider in Gqeberha seeks an Investment Consultant to foster relationships with independent financial advisors. Candidates should possess a BCom degree and have 3-5 years of experience in the financial services sector. The role involves coaching IFAs and ensuring their growth through strong partnerships. If you're a passionate and energetic individual with a knack for client engagement and sales, this opportunity may be for you.

Qualifications

• 3-5 years' experience in the financial service industry.
• Strong ability to build meaningful relationships with clients.
• Technology savvy and able to adapt to digital tools.

Responsibilities

• Understand target audiences and their working landscape.
• Ensure long-lasting relationships with investment financial advisors.
• Coach IFAs through regular engagements and 1:1 sessions.

Skills

Financial service industry knowledge

Client engagement skills

Coaching and mentoring skills

Sales and marketing acumen

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA/CFP certification

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.

Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

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

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' 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

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.
• 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.
• Understand 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

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