Talent Pool: Investment Consultant (Johannesburg)

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

Job summary

A leading financial services provider in Pretoria is looking for an Investment Consultant to build meaningful partnerships with financial advisors. The ideal candidate has a BCom degree, 3-5 years of financial services experience, and a strong understanding of the investment industry. This role requires excellent relationship-building and coaching skills, offering a chance to work in a dynamic environment focused on growth and innovation.

Qualifications

• 3 to 5 years' financial service industry experience including investments.
• Experience with Momentum Investments is an advantage.
• Proven track record in dealing with clients and/or IFAs.

Responsibilities

• Build and maintain deep relationships with IFAs.
• Understand and address the needs of targeted clients.
• Coach IFAs through regular engagements.

Skills

Strong knowledge of investments and wealth management

Technology Savvy

Ability to build lasting relationships

Coaching competence

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or CFP

Job description

Overview

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is 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 SA.

Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

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. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.

Requirements

Experience and Qualifications:

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:

• 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 & 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
  • IFAs to move from non-active supporters to active supporters, to ambassadors.
  • Connection to the brand and 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

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