Talent Pool: Investment Consultant (Polokwane) MMH250917-7

Momentum; Polokwane; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services company in Polokwane seeks an Investment Consultant to develop strong partnerships with Independent Financial Advisors (IFAs). This role emphasizes relationship-building, coaching, and expert knowledge in the investments and wealth management sectors. Ideal candidates will have 3-5 years of financial services experience, particularly in investments, along with relevant qualifications like a BCom degree. Competitive compensation and growth opportunities available.

Qualifications

• 3 to 5 years' experience in the financial service industry with a focus on investments.
• Experience in Momentum Investments is advantageous.
• Strong knowledge of investments and wealth management in SA and international markets.

Responsibilities

• Build long-lasting relationships with Independent Financial Advisors (IFAs).
• Coach IFAs through 1:1 sessions and regular engagements.
• Act as a thought leader and provide comprehensive understanding of regulations impacting IFAs.

Skills

Financial service industry experience

Client engagement

Investment knowledge

Technology Savvy

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or CFP

Job description

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.

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