Talent Pool : Investment Consultant (Pretoria)

Momentum; Pretoria; On-site; ZAR 300,000 - 700,000; Full time

Job summary

An established industry player is seeking a dynamic Investment Consultant to foster strong partnerships with independent financial advisors. This role involves leveraging your expertise in investments and wealth management to enhance client engagement and drive business growth. You'll be responsible for coaching IFAs, ensuring they are well-equipped with knowledge and resources, while also being a thought leader in the financial planning space. Join a company known for its innovative culture and commitment to excellence, where your contributions will make a significant impact on the financial landscape.

Qualifications

• 3-5 years of experience in the financial services industry, focusing on investments.
• Strong knowledge of investments and wealth management in SA and international markets.

Responsibilities

• Build meaningful partnerships with independent financial advisors (IFAs).
• Coach IFAs through 1:1 sessions and regular engagements.
• Ensure long-lasting relationships and business retention.

Skills

Financial Services Experience

Investment Knowledge

Client Engagement

Coaching Competence

Business Analysis

Education

3-year BCom degree in Business Management or Investments

Honours degree

CFA and/or CFP

Job description

Closing Date: 2025/11/28

Reference Number: MMH250407-5

Job Title: Talent Pool: Investment Consultant (Pretoria)

Position Type: Permanent

Role Family: Sales

Cluster: Momentum Distribution Services

Remote Opportunity: Some of the time

Location - Country: South Africa

Location - Province: Gauteng

Location - Town / City: Pretoria

Introduction

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 engagement (diversity), first-class service, in-depth business analysis, and continuous improvement of the IFA's business.

Requirements

Experience and Qualifications:

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