Talent Pool : Investment Consultant (Johannesburg) Mmh230213-21

Momentum; Pretoria; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading financial services company seeks an energetic Investment Consultant. You will be responsible for fostering deep relationships with independent financial advisors (IFAs), ensuring outstanding service, and providing coaching to enhance their business. With a focus on investments, your role will directly contribute to both client engagement and the growth of assets under management.

Qualifications

• 3-5 years' experience in financial services, specifically in investments.
• Experience with Momentum Investments is advantageous.
• Technology savvy and strong client management expertise.

Responsibilities

• Develop meaningful partnerships with IFAs to grow assets.
• Coach IFAs to enhance their practice management.
• Deliver first-class service through relationship building and support.

Skills

Financial service knowledge

Client relationship management

Investment management

Coaching

Education

3-year BCom degree

Honours degree

CFA/CFP

Job description

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 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
• 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
  
  

As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236