Investment Development Consultant (Pretoria) Mmh251008-1

51736F19-04F8-4368-9978-2Abfd5Dcc5A6; Pretoria; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A financial services organization is seeking an Investment Development Consultant to market their offerings to IFAs. The successful candidate will cultivate relationships, develop retention strategies, and provide coaching to enhance IFA performance. A BCom degree in Business Management or Investments is required, along with a strong background in the financial services industry. Competitive compensation and growth opportunities are provided.

Qualifications

• 3+ years in financial services with a focus on investments.
• Strong background in client engagement and relationship building.
• Experience in managing IFA relationships.

Responsibilities

• Engage targeted Investment IFAs professionally and effectively.
• Develop IFA retention strategies to encourage long-term partnerships.
• Conduct 1:1 coaching sessions with IFAs.

Skills

Financial service industry experience

Knowledge of investments and wealth management

Coaching and learning

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or CFP

Job description

Role Purpose

The Investment Development Consultant uses innovative engagement and influence techniques to market Momentum Investments to IFAs that have potential to do business with us. They identify, cultivate, and grow this potential into fully functioning Investment panels.

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

• 1 to 3 years' financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage

Technology Savvy

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.

Duties and Responsibilities

• Connection and Engagement – Engage every targeted Investment IFA in a structured, professional, and effective manner. Ensure that any block to building a partnership is removed.
• Queries handled and feedback given timeously – The Investment Development Consultant must understand the targeted IFA that we are focusing on. Understand the landscape in which we operate, the competitor environment, including but not limited to compile complete and accurate lists of IFAs to invite to Marketing events, Conferences and Summits and targeted groups, new partner discussions.
• Passion & Brand Representation – The Investment Development Consultant must be passionate and represent the Brand with conviction.
• Retention strategy – Develop IFA retention strategies that focus on engagements that encourage IFA to keep their books with us.
• Brand & Digital – Enthuse through Brand, SME Service & Digital. Ensure long‑lasting, deep, and meaningful relationships with the IFA are forged through brand, Service, Digital & Relationships. Market the level of expertise we have in the IFA office bringing energy to reinforce Momentum presence in the market.
• Advocacy – IFAs to move from non‑active supporters to active supporters to ambassadors.
• Digital workflow – Show IFA's the best way to work with us.
• Coaching & Learning – Influence through coaching and learning, ensuring IFA has the perception that Momentum are thought leaders.

Coaching & Information

• Good source of information.
• The Investment Development Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
• 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.

Additional Competencies

• Understand 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 very good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support the RGM in his or her planning and thinking.