Investment Consultant: IFA Growth & Coaching Partner

Momentum; Polokwane; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services company in Polokwane seeks an Investment Consultant to develop strong partnerships with Independent Financial Advisors (IFAs). This role emphasizes relationship-building, coaching, and expert knowledge in the investments and wealth management sectors. Ideal candidates will have 3-5 years of financial services experience, particularly in investments, along with relevant qualifications like a BCom degree. Competitive compensation and growth opportunities available.

Qualifications

• 3 to 5 years' experience in the financial service industry with a focus on investments.
• Experience in Momentum Investments is advantageous.
• Strong knowledge of investments and wealth management in SA and international markets.

Responsibilities

• Build long-lasting relationships with Independent Financial Advisors (IFAs).
• Coach IFAs through 1:1 sessions and regular engagements.
• Act as a thought leader and provide comprehensive understanding of regulations impacting IFAs.

Skills

Financial service industry experience

Client engagement

Investment knowledge

Technology Savvy

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or CFP

Job description

A leading financial services company in Polokwane seeks an Investment Consultant to develop strong partnerships with Independent Financial Advisors (IFAs). This role emphasizes relationship-building, coaching, and expert knowledge in the investments and wealth management sectors. Ideal candidates will have 3-5 years of financial services experience, particularly in investments, along with relevant qualifications like a BCom degree. Competitive compensation and growth opportunities available.