Retail IFA Growth & Partnerships Consultant

Momentum; Johannesburg; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Momentum in Johannesburg seeks a Retail Business Consultant to build passionate, long-lasting partnerships with IFAs and deliver insightful, high‑quality services across a wide range of Momentum products.

You will engage with IFAs, visit offices, present marketing messages, analyze activity, and drive growth through deep business insights and continuous improvement of the IFA's business.

Qualifications

• 3-year BCom degree in Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Responsibilities

• Educate: Enhance the perception that IFA have that Momentum are thought leaders and be the IFA's educator within Momentum.
• Enable/ Empower: Build a trusting relationship with the IFA and help grow their practice by identifying new products and client segments.

Education

BCom degree in Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal

CFA and/or CFP® is an advantage

Job description

Momentum in Johannesburg seeks a Retail Business Consultant to build passionate, long-lasting partnerships with IFAs and deliver insightful, high‑quality services across a wide range of Momentum products.

You will engage with IFAs, visit offices, present marketing messages, analyze activity, and drive growth through deep business insights and continuous improvement of the IFA's business.