Talent Pool : Investment Regional Manager (Cape & Free State) Mmh250923-7

Momentum; Cape Town; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A leading investment firm is seeking an Investment Regional Manager in Cape Town to oversee and support a team of consultants. The role involves building connections with Independent Financial Advisers (IFAs), driving sales growth, and executing business plans. Candidates should have a strong background in investment management and leadership skills, with experience in the financial planning sector. This position offers an opportunity to shape a high-performance culture and contribute to business growth.

Qualifications

• 5 to 8 years of investment experience required.
• 3 to 5 years of relevant management experience needed.
• Experience with Momentum Investments is advantageous.

Responsibilities

• Manage a diverse team of consultants to maximise outputs and reach targets.
• Drive recruitment of top consultants and provide performance feedback.
• Build relationships with stakeholders in Momentum Distribution Services.

Skills

Investment Management

Financial Planning

Business Management

Leadership

Sales Strategy

Education

BCom degree in Investment Management, Financial Planning, or Business Management

Honours degree

CFA and/or CFP certification

Job description

Talent Pool: Investment Regional Manager (Cape & Free State) MMH

Momentum Cape Town, Western Cape, South Africa

Role Purpose

The Investment Regional Manager supports and manages a team of consultants, helping them build connections with their respective Independent Financial Advisers (IFAs) while ensuring the growth of the IFA business and achieving regional sales targets.

Requirements

• BCom degree in Investment Management, Financial Planning, or Business Management
• Honours degree is an advantage
• CFA and/or CFP is an advantage
• 5 to 8 years investment experience
• 3 to 5 years relevant management experience, preferably in investments
• Momentum Investments experience an advantage
• Sound knowledge of investment industry and Momentum Investment products (Fund selection, DFM, Securities, etc.)
• Sound knowledge of business products, processes, and service offerings
• Strong business acumen with ease of decision‑making and initiating action
• Financial planning and advisory process knowledge – tax, structuring

Duties and Responsibilities

• People Mobiliser: Manage and lead a diverse team of consultants to maximise outputs and reach performance targets; drive recruitment of top consultants; provide regular performance feedback and on‑the‑job coaching (one‑on‑one and as a team).
• Motivate consultants through trust relationships; sustain a high‑performance culture; manage panels per MDS panel management practice.
• Monitor weekly and monthly meaningful visits by consultants.
• Build pivotable relationships with stakeholders in Momentum Distribution Services, product houses, and external partners.
• Develop and execute the business plan outlined by MDS for the region; set and uphold performance standards.
• Establish annual, quarterly, and monthly sales targets for each consultant.
• Drive growth in sales distribution supporting MDS strategic objectives.
• Ensure achievement of sales targets monthly and annually.

High‑Performance Culture

• Develop and execute the business plan for the region.
• Set and uphold performance standards to attract new IFAs.
• Set and monitor sales targets at all levels.
• Create a culture that drives growth, recognition, and competitiveness.

Learning and Development Catalyst

• Engage with product house specialists to keep the team knowledgeable about Momentum products.
• Support and drive learning programmes run in MDS.
• Facilitate new content, product changes, and enhancements for consultants and the IFA market.
• Conduct competitor comparison of Momentum products.
• Develop full MDS value chain, including service, product, and distribution.
• Act as enabler of technology, knowledge, and marketing to the team.

IFA Acquisition and Connection

• Acquire new sustainable IFA relationships within the region.
• Take ownership of regional IFAs to build mutually beneficial relationships.
• Facilitate frequent engagement and marketing activities to IFAs.
• Drive clear communication between IFAs and consultants.
• Monitor and report on IFA engagement and team output to broader MDS.
• Engage with advice‑led IFAs focusing on best‑practice principles for service delivery.
• Implement sound financial and corporate governance practices.
• Resolve IFA and client queries in a timely manner.

Momentum is an equal opportunities employer.