Investment Growth Partner for IFAs

Info Desk; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services provider in KwaZulu-Natal seeks an Investment Consultant to develop strong partnerships with Independent Financial Advisors (IFAs). The ideal candidate will have a BCom degree, extensive experience in the financial services industry, and a solid understanding of investments and wealth management. Responsibilities include coaching IFAs, enhancing brand connections, and driving asset growth. This role demands a client-centric approach and a technology-savvy mindset.

Qualifications

• 3-5 years of financial service industry experience, with a focus on investments.
• Proven track record in client management within a practice management environment.

Responsibilities

• Build and maintain deep relationships with Independent Financial Advisors.
• Provide coaching and support to IFAs through regular engagements.
• Drive business retention and growth of assets.

Skills

Strong knowledge of investments and wealth management

Client engagement and relationship building

Technology Savvy

Coaching and mentoring

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA / CFP

Job description

A financial services provider in KwaZulu-Natal seeks an Investment Consultant to develop strong partnerships with Independent Financial Advisors (IFAs). The ideal candidate will have a BCom degree, extensive experience in the financial services industry, and a solid understanding of investments and wealth management. Responsibilities include coaching IFAs, enhancing brand connections, and driving asset growth. This role demands a client-centric approach and a technology-savvy mindset.