Talent Pool : Investment Consultant (Kwazulu- Natal) Mmh230213-25

Momentum Metropolitan Holdings Limited; Durban; On-site; ZAR 30,000 - 60,000; Full time

Job summary

An established industry player in financial services seeks a dynamic Investment Consultant to foster lasting partnerships with independent financial advisors. This role emphasizes building strong client relationships, providing expert coaching, and enhancing business practices within the investment sector. The ideal candidate will possess a solid understanding of investment products and market dynamics, ensuring they can effectively support and empower financial advisors. Join a forward-thinking company that values innovation, diversity, and a commitment to excellence, where your contributions will drive significant impact in the financial landscape.

Qualifications

• 3 to 5 years' experience in the financial services industry.
• Strong knowledge of investments and wealth management.

Responsibilities

• Build meaningful partnerships with independent financial advisors.
• Provide advice-led coaching and enhance IFA business relationships.

Skills

Financial Services Knowledge

Client Management

Investment Knowledge

Coaching Skills

Technology Savvy

Education

3-year BCom degree in Business Management

Honours degree

CFA or CFP

Job description

Position Type : Permanent

Role Family : Sales

Remote Opportunity : Some of the time

Location - Country : South Africa

Location - Province : KwaZulu-Natal

Location - Town / City : Pietermaritzburg and Durban

Introduction : Momentum, a financial services provider of choice since [year], is known for its entrepreneurial spirit and innovative culture.

We are committed to wealth creation and preservation, insurance, and income protection for all our clients 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 builds passionate, self-starting, energetic, and meaningful partnerships with investment and wealth independent financial advisors (IFAs) that will last over time.

Product, market, and sales knowledge will distinguish them from their peers.

The SIC / IFA business relationship will be enhanced through client engagement, first-class service, in-depth business analysis, and continuous improvement of the IFA's business.

Requirements : Qualifications : 3-year BCom degree in Business Management or Investments (essential). Honours degree is an advantage. CFA and/or CFP is an advantage.

Experience : 3 to 5 years' experience in the financial services industry, including investments (essential). Experience in Momentum Investments is an advantage. Strong knowledge of the investments and wealth management industry in SA and international markets, including Fund Selection, DFM, and Securities. Proven track record in client and/or IFA practice management is an advantage. Technology savvy.

Duties & Responsibilities : Enthuse through Brand, SME Service & Digital : Understand target audience, landscape, competitors, and events that will inspire engagement. Ensure long-lasting, deep, and meaningful relationships with IFAs. Encourage IFAs to transition from non-active supporters to active supporters and ambassadors. Connect to the brand and digital work practices. Support production/business retention and growth of assets.

Enable and empower through partnership : Position Momentum as the business partner of choice. Understand the importance of financial planning and how products can support IFA growth. Provide advice-led coaching to the IFA. Understand the strengths, vulnerabilities, risks, and opportunities of the panel supported.

Influence through coaching and learning : Position Momentum as thought leaders and a reliable information source. Conduct 1:1 coaching sessions and regular engagements with IFAs. Understand the impact of regulation on IFA practices. Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in business dealings.

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to influence IFA commitment