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

Momentum; Gqeberha; On-site; ZAR 400,000 - 700,000; Full time

Job summary

Momentum is seeking an Investment Consultant to cultivate meaningful partnerships with independent financial advisors. This role entails a deep understanding of investment dynamics, client engagement, and the ability to enable and empower IFAs through strategic coaching. Experience in the financial services sector is essential, with preference given to candidates familiar with Momentum Investments. Join us to be part of a reputable company committed to innovative financial solutions and client success.

Qualifications

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

Responsibilities

• Develop and maintain relationships with independent financial advisors (IFAs).
• Coach IFAs through 1:1 sessions and engagements.
• Engage clients to enhance their perception of Momentum as a thought leader.

Skills

Client engagement

Financial planning

Relationship management

Investment knowledge

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA

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 managementenvironment 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
  
  

As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236