Talent Pool: Investment Consultant (Port Elizabeth) MMH250416-22

Momentum; Gqeberha; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A financial services company is seeking an Investment Consultant in Gqeberha. The ideal candidate will cultivate meaningful relationships with independent financial advisors (IFAs) and provide expert investment advice. Responsibilities include engaging IFAs, promoting brand loyalty, and leveraging financial planning to enhance their success. Candidates should have a 3-year BCom degree and 3 to 5 years of experience in the financial industry, with a preference for those familiar with the local market landscape.

Qualifications

• 3-5 years' financial service industry experience, including investments.
• Experience in Momentum Investments is preferable.
• Proven track record in managing client relationships.

Responsibilities

• Build and maintain long-lasting relationships with independent financial advisors (IFAs).
• Enhance brand visibility and influence through coaching.
• Engage IFAs through 1:1 coaching and regular sessions.

Skills

Strong knowledge of investments and wealth management

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 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 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