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

Momentum; Durban; On-site; ZAR 300,000 - 600,000; Full time

Job summary

An established industry player is seeking an enthusiastic Investment Consultant to foster strong partnerships with independent financial advisors. This role demands a proactive individual who can leverage their expertise in the financial services sector, particularly in investments and wealth management, to enhance client relationships. You will engage in coaching and business analysis, ensuring that advisors are empowered to thrive in a competitive landscape. This is a fantastic opportunity to make a significant impact and be part of a dynamic team focused on excellence and innovation in financial planning and advice.

Qualifications

• 3-5 years of experience in financial services with a focus on investments.
• Strong understanding of the investment and wealth management industry.

Responsibilities

• Build and maintain deep relationships with independent financial advisors.
• Coach IFAs through 1:1 sessions and regular engagements.
• Drive business retention and growth of assets.

Skills

Financial Services Knowledge

Client Relationship Management

Investment Knowledge

Business Analysis

Coaching Skills

Technology Savvy

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or 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 engagement (diversity), first-class service, in-depth business analysis, and continuous improvement of the IFA's business.

Requirements

Experience and Qualifications:

1. 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.
2. 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.
3. Technology Savvy.

Duties and Responsibilities:

1. Enthuse through Brand, SME Service & Digital.
2. Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, and critical moments of truth used.
3. Ensure long-lasting, deep, and meaningful relationships with the IFA.
4. Move IFAs from non-active supporters to active supporters, to ambassadors.
5. Connection to the brand and digital way of work.
6. Production / Business retention & growth of assets.
7. Enable and empower through a partnership; Momentum is seen as the business partner of choice.
8. SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
9. Advice-led coaching competence of the IFA.
10. Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
11. Influence through coaching and learning; IFA having the perception that Momentum are thought leaders.
12. Good source of information.
13. Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
14. Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
15. Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.

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