Talent Pool : Investment Consultant

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

Job summary

A financial services provider is seeking an Investment Consultant in Pretoria to build meaningful partnerships with independent financial advisors. The ideal candidate should possess a BCom degree and have 3-5 years of experience in the financial services sector, specifically in investments. Key responsibilities include driving asset growth and providing coaching to IFAs. This role offers a dynamic environment focused on wealth creation and client engagement.

Qualifications

• 3-5 years’ experience in the financial services industry.
• Strong knowledge of investment and wealth management.
• Proven track record with clients or IFAs.

Responsibilities

• Build relationships with independent financial advisors (IFAs).
• Drive production and growth of assets.
• Provide coaching and support to IFAs.

Skills

Client engagement

Financial planning knowledge

Strong relationship management

Business analysis

Coaching skills

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA or CFP

Job description

Momentum, a financial services provider of choice since

Known for its entrepreneurial spirit and innovative culture, we are 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 South Africa.

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.

Relationships with IFAs will be strengthened by client engagement, diversity, first‑class service, in‑depth business analysis, and continuous improvement of the IFA's business.

Duties & Responsibilities

• Enthuse through Brand, SME Service & Digital.
• Understand our target audience, the market landscape, competitor influences, events that will enthuse, and critical moments of truth.
• Ensure long‑lasting, deep, and meaningful relationships with IFAs to move from non‑active supporters to active supporters and ambassadors.
• Connect to the brand and digital way of work.
• Drive production, business retention, and growth of assets.
• Enable and empower through partnership.
• Position Momentum as the business partner of choice.
• Understand how financial planning and advice, and our products, can assist the IFA to grow.
• Provide advice‑led coaching to IFAs.
• Understand strengths, vulnerabilities, risks, and opportunities of the panel they support.
• Influence through coaching and learning.
• Promote the perception that Momentum is a thought leader.
• Coach every IFA through 1:1 coaching sessions and regular engagements.
• Understand the impact of regulation on the IFA practice.

Requirements

• 3‑year BCom degree in Business Management or Investments (essential).
• Honours degree is an advantage.
• CFA and/or CFP is an advantage.
• 3 to 5 years’ financial services industry experience – must include investments (essential).
• Experience at Momentum Investments is an advantage.
• Strong knowledge of the investment and wealth management industry in SA and international markets, including fund selection, DFM, and securities.
• Proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.

Competencies

• Leading change and innovation.
• Diversity and inclusiveness.
• Drive for results.
• Ability to drive and influence IFA commitment.
• Collaboration.
• Impact and influence.
• Growing talent.
• Self‑awareness and insight.