Investment Consultant - Pretoria

Momentum; Pretoria; On-site; ZAR 500,000 - 800,000; Full time

Job summary

Momentum is seeking an Investment Consultant to forge strong partnerships with independent financial advisors. The role involves deepening relationships, enhancing IFA practices, and ensuring Momentum stands out as a trusted partner. Candidates should possess a BCom degree and relevant experience in the financial services sector.

Qualifications

• Degree in Business Management or Investment required.
• 3-5 years experience in financial services and investments essential.
• CFA or CFP is an advantage.

Responsibilities

• Build meaningful partnerships with independent financial advisors.
• Coach IFAs in advice-led practices and improve their business.
• Ensure long-lasting relationships and focus on business growth.

Skills

Investment knowledge

Sales skills

Client relationship management

Analytical skills

Coaching

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or 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.

Role Purpose

The Investment Consultant builds passionate, self-starting, 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' 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, and key events.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• Transform IFAs from non-active supporters to active supporters, and ultimately to ambassadors.
• Connect with the brand and digital ways of working.
• Focus on production/business retention and growth of assets.

Enable and empower through partnership

• Position Momentum as the business partner of choice.
• SIC understands the power of financial planning 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 they support.

Influence through coaching and learning

• Position Momentum as thought leaders.
• 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.

Competencies

• Working with people: Respect others' views, show empathy, build team spirit, and resolve conflicts effectively.
• Relating and Networking: Establish good relationships, build a wide network, and foster trust.
• Persuading and Influencing: Gain commitment, influence, negotiate, and manage professional image.
• Analyzing: Interpret financial data, market trends, and client info to identify patterns and needs.
• Delivering Results: Focus on customer satisfaction, set high standards, and achieve goals.
• Adapting to Change: Adjust to market, regulatory, and client changes.
• Coping with Pressures: Maintain positivity, remain productive under pressure, and learn from criticism.
• Achieving Goals: Tackle demanding goals, seek development, and aim for increased responsibility.
• Entrepreneurial Thinking: Stay updated on market trends, pursue new opportunities, and manage costs.