Talent Pool: Investment Consultant (Bloem) MMH250917-8

Momentum; Bloemfontein; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A financial services company in Bloemfontein seeks an Investment Consultant to build strong partnerships with independent financial advisors (IFAs). The ideal candidate will have a 3-year BCom degree and 3 to 5 years of experience in the financial services industry, particularly in investments. This role involves coaching IFAs, ensuring meaningful engagements, and understanding the investment landscape. Competitive candidates will demonstrate both technology skills and the ability to foster long-lasting relationships.

Qualifications

• 3 to 5 years' experience in the financial services industry with a focus on investments.
• Experience with Momentum Investments is an advantage.
• Proven track record dealing with clients and/or IFAs in a practice management environment.

Responsibilities

• Build long-lasting relationships with independent financial advisors (IFAs).
• Provide coaching and support to move IFAs towards active partnership.
• Understand and analyze the investment landscape and competitor influences.

Skills

Knowledge of investments and wealth management

Client engagement

Technology savvy

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or CFP

Job description

Role Purpose

Join our talent pool to stay connected. We proactively identify and keep qualified candidates ready for future job openings.

The Investment Consultant crafts passionate, self‑starter, energetic and meaningful partnerships that will stand the test of time with 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 engagement (diversity), first‑class service, in‑depth business analysis and continuous improvement of the IFA's business.

Qualifications

• 3‑year BCom degree in 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

Duties and 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
• Help IFAs move from non‑active supporters to active supporters, to ambassadors
• Connection to the brand and the 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

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