Talent Pool: Investment Consultant (Port Elizabeth)

Momentum; Gqeberha; On-site; ZAR 500,000 - 700,000; Full time

Job summary

Momentum seeks an Investment Consultant to forge lasting partnerships with investment and wealth Independent Financial Advisors. The role requires a deep understanding of investments, financial planning, and a keen focus on client relationships. Ideal candidates will hold a BCom degree, possess proven experience in the financial services sector, and demonstrate strong coaching skills.

Qualifications

• 3-5 years' financial service industry experience, including investments.
• Experience in Momentum Investments is an advantage.

Responsibilities

• Build deep, meaningful relationships with IFAs.
• Coach IFAs through 1:1 sessions and engagements.
• Drive business retention and growth of assets.

Skills

Technology Savvy

Client engagement

Education

3-year BCom degree

Honours degree

CFA

CFP

Job description

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

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 managementenvironment 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