Investment Consultant - Pretoria MMH240823-3

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

Job summary

A leading financial services provider in Pretoria is seeking an Investment Consultant to build lasting partnerships with independent financial advisors. The ideal candidate will have extensive financial service experience and a solid understanding of investments and wealth management. Responsibilities include coaching IFAs, enhancing business relationships, and promoting brand engagement. This role offers an opportunity to influence the future of the IFA sector in South Africa.

Qualifications

• 3 to 5 years of financial service industry experience with investments.
• Experience in Momentum Investments is preferred.
• Strong understanding of investment and wealth management in SA and international markets.

Responsibilities

• Establish meaningful relationships with IFAs.
• Coach IFAs through regular engagements.
• Understand the competitive landscape and critical moments of truth.

Skills

Financial services experience

Investment knowledge

Client engagement

Business analysis

Technology Savvy

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or CFP

Job description

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 engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.

Requirements

Qualifications:

• 3-year BCom degree in the following fields: 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

Responsibilities

Enthuse through Brand, SME Service & Digital

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets

Enable and empower through partnership

• Momentum is seen 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.
• Advice-led coaching competence of the IFA
• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.

Influence through coaching and learning

• IFA having the perception that Momentum are thought leaders. Good source of information.
• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings