Talent Pool : Investment Consultant (Kwazulu – Natal) Momentum Pietermaritzburg And Durban

Info Desk; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services provider in KwaZulu-Natal seeks an Investment Consultant to develop strong partnerships with Independent Financial Advisors (IFAs). The ideal candidate will have a BCom degree, extensive experience in the financial services industry, and a solid understanding of investments and wealth management. Responsibilities include coaching IFAs, enhancing brand connections, and driving asset growth. This role demands a client-centric approach and a technology-savvy mindset.

Qualifications

• 3-5 years of financial service industry experience, with a focus on investments.
• Proven track record in client management within a practice management environment.

Responsibilities

• Build and maintain deep relationships with Independent Financial Advisors.
• Provide coaching and support to IFAs through regular engagements.
• Drive business retention and growth of assets.

Skills

Strong knowledge of investments and wealth management

Client engagement and relationship building

Technology Savvy

Coaching and mentoring

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA / CFP

Job description

Talent Pool: Investment Consultant (KwaZulu – Natal) Momentum, a financial services provider of choice since

• , 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.

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 : 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 a 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 #J-