Talent Pool: Investment Consultant (Polokwane)

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

Job summary

A financial services provider is seeking an Investment Consultant in Polokwane. You will foster relationships with independent financial advisors, providing coaching and expertise in investment. Ideal candidates have a BCom degree and 3-5 years in the financial services industry, particularly in investments. This role is essential for enhancing our business growth and client engagement.

Qualifications

• 3 to 5 years of financial service industry experience, including investments.
• Experience in Momentum Investments is an advantage.
• Strong knowledge of the investments and wealth management industry.

Responsibilities

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

Skills

Financial service industry experience

Investment knowledge

Client engagement

Technology Savvy

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

Join our talent pool to stay connected. We proactively identify and keep qualified candidates ready for future job openings.

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

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