Current jobs related to Investment Regional Manager - Cape Town, Western Cape - Momentum Distribution Services

  • Investment Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Manager to join our team at Communicate Recruitment. As an Investment Manager, you will be responsible for:Key ResponsibilitiesDeveloping and implementing financial strategies to drive business growthBuilding and maintaining relationships with key stakeholders, including investors and...

  • Investment Advisor

    3 weeks ago

    Cape Town, Western Cape, South Africa PPS Recruitment Full time

    Role Overview:The primary objective of this position within our dynamic Wealth Advisory team is to cultivate and establish a portfolio of Wealth Clients by understanding their individual needs, aspirations, and risk management profiles. Client Relationship Management:Foster and sustain a close relationship with the wealth client, their family, and business...

  • Investment Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Investment Manager OpportunityWe are seeking a highly skilled Investment Manager to join our team at Communicate Recruitment. As a specialist in the finance industry, you will be responsible for finding and placing top talent in various sectors, including hospitality, FMCG, manufacturing, retail, and financial services.Key Qualifications:At least 4 years of...

  • Investment Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    We are seeking a highly skilled Investment Manager to join our team at Communicate Recruitment. As a key member of our finance team, you will be responsible for finding and securing investment opportunities for our clients.Key Responsibilities:Identify and evaluate potential investment opportunities in various industries, including financial services,...

  • Regional Manager for Climate Adaptation and Nature Projects

    4 days ago

    Cape Town, Western Cape, South Africa Worldwide Fund for Nature Full time

    {"title": "Regional Manager for Climate Adaptation and Nature Projects", "content": "Job SummaryWe are seeking a highly skilled Regional Manager to lead our climate adaptation and nature projects in Africa. The successful candidate will be responsible for managing a small regional team and developing green business propositions to catalyze bankable...

  • Investment Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    We are seeking a highly skilled Investment Manager to join our team at Communicate Recruitment. As a key member of our finance team, you will be responsible for finding and placing top talent in the finance industry.Key Responsibilities:Recruit and place candidates with at least 3 years of creditors experience in finance industry rolesDevelop and maintain...

  • Investment Risk Manager

    1 week ago

    Cape Town, Western Cape, South Africa Old Mutual Full time

    About the RoleThe Diversified Credit business at Old Mutual is responsible for managing diversified credit mandates, including shareholder and liability-driven investments. As a key member of the team, you will support the business in delivering its strategic objectives through sound risk management capabilities.This role is responsible for all aspects of...

  • Investment Portfolio Manager

    1 week ago

    Cape Town, Western Cape, South Africa Parvana Full time

    Investment Analyst / ManagerAt Parvana, we are seeking a skilled Investment Analyst / Manager to join our team in South Africa. This role will be responsible for managing projects related to investment portfolio development.Key Responsibilities:Conduct in-depth analyses of investment cases to identify potential opportunities.Develop financial models to...

  • Investment Analyst/Manager

    6 days ago

    Cape Town, Western Cape, South Africa RPO Recruitment Full time

    Investment Analyst/ManagerRPO Recruitment is seeking a skilled Investment Analyst/Manager to join our esteemed client's Private Equity team. As a key member of the team, you will be responsible for conducting industry analysis, searching for investment opportunities, and developing financial models to assess the value of projects and companies.Key...

  • Investment Portfolio Manager

    1 hour ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Key Responsibilities:Lead and conduct in-depth research and analysis of potential investment opportunities within the alternative investments space. Focus on credit analysis, modeling, reviewing legal documentation, and monitoring listed and unlisted credit investments. Prepare credit/investment proposals. Develop an understanding of the credit market and...

  • Investment Development Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Key Responsibilities:We are seeking a highly skilled Fund Specialist to join our team at Network Recruitment. The successful candidate will be responsible for developing and implementing business development strategies to expand our client base and increase assets under management in unit trusts and collective investment schemes.The ideal candidate will have...

  • Investment Portfolio Manager

    5 days ago

    Cape Town, Western Cape, South Africa Parvana Full time

    This is a remote position.Position Overview:Our client is seeking a skilled professional to join their team as an Investment Analyst/Manager in South Africa. The successful candidate will be responsible for managing projects related to investment portfolio development, working closely with the client to identify and assess potential investment...

  • Investment Portfolio Manager

    2 hours ago

    Cape Town, Western Cape, South Africa Parvana Full time

    Investment Analyst / ManagerThis is a remote position that requires a strong candidate to join our team at Parvana as an Investment Analyst / Manager in South Africa.Key Responsibilities:Explore industry trends and discover exciting investment opportunities.Dive into in-depth analyses of investment cases to identify potential.Create financial models to...

  • Regional Key Accounts Manager

    5 days ago

    Cape Town, Western Cape, South Africa Emporium Full time

    Job Title: Regional Key Accounts ManagerEmporium is seeking a highly skilled Regional Key Accounts Manager to join our team. As a key member of our commercial team, you will be responsible for driving business growth and improving commercial execution within pharmacies and wholesalers.Key Responsibilities:Develop and execute strategic business plans for key...

  • Investment Analyst

    4 days ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    {"h1": "Investment Analyst Position", "p": "At Performability Recruitment, we are seeking a highly skilled Investment Analyst to contribute to our client\u2019s investment team. As a key member of the team, you will be responsible for conducting in-depth research, preparing comprehensive reports, and efficiently managing daily portfolio activities. Key...

  • Investment Analyst

    4 days ago

    Cape Town, Western Cape, South Africa Old Mutual Full time

    Job SummaryThis role is responsible for driving the roll-out of the Strategic Asset Allocation (SAA) framework across the Group, with the aim of maximizing risk-adjusted returns on shareholder assets. The incumbent will be individually accountable for achieving results through own efforts.Key ResponsibilitiesAssist in driving the roll-out of the SAA...

  • Investment Analyst

    2 hours ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    Investment Analyst OpportunityWe are seeking a highly skilled Investment Analyst to join our team at Performability Recruitment. As a key member of our investment team, you will be responsible for conducting in-depth research, preparing comprehensive reports, and efficiently managing daily portfolio activities.Key Responsibilities:Conduct econometric...

  • Investment Portfolio Manager

    1 week ago

    Cape Town, Western Cape, South Africa Parvana Full time

    This is a remote position. Position Overview Our client, Parvana, is seeking a skilled Investment Analyst / Manager to join their team in South Africa. The successful candidate will be responsible for managing projects related to investment portfolio development. Key Responsibilities Conduct in-depth analyses of investment cases to identify potential...

  • Investment Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa HR Genie Full time

    {"title": "Investment Analyst", "content": "Join Our Team as an Investment AnalystWe are seeking a highly skilled and motivated Investment Analyst to join our team at HR Genie. As an Investment Analyst, you will play a crucial role in identifying, evaluating, and executing investment opportunities across a diverse range of industries and sectors.Key...

  • Investment Analyst

    5 days ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    Investment Analyst OpportunityWe are seeking a highly skilled Investment Analyst to contribute to our client's investment team. The ideal candidate will possess a strong background in econometric analysis, investments, and asset management.Key Responsibilities:Conduct in-depth research and analysis of global economic and geopolitical trends.Monitor and...

Investment Regional Manager

3 months ago

Cape Town, Western Cape, South Africa Momentum Distribution Services Full time

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.
    Role Purpose
  • The Investment Regional Manager is required to support and manage a team of consultants that builds connections with Independent Financial Advisers (IFAs) to obtain key outcomes set out by Momentum Distribution Services (MDS). Additionally, the Investment Regional Manager is responsible for the sale of the relevant Momentum products to IFAs in a specified region. The role crafts and delivers on the region sales strategy to increase the productive IFA footprint and drive key business outcomes, which includes ensuring profitable growth in sales & revenue and great service delivery. As this is a developing new region the new IRM will be require to build panels for the consultants.

Requirements:

Qualifications:

  • BCom degree in the following fields: Investment Management, Financial Planning, Business Management.
  • Honours degree is an advantage.
  • CFA and/or CFP is an advantage.

Experience:

  • 5 to 8 years' investments experience.
  • 3 to 5 years' relevant management experience is preferred, with a preference in investments is preferred
  • Momentum Investments experience an advantage.
  • Sound knowledge of investment industry and Momentum Investment products including Fund selection, DFM and Securities, etc.
  • Sound knowledge of business products, processes, and service offerings.
  • Strong business acumen, with an ease to take decisions and initiating action.
  • Financial planning and advice process knowledge tax, structuring.

Duties & Responsibilities

People mobiliser:

  • Manage and effectively lead a diverse team of consultants to maximise their outputs and reach their performance targets.
  • Continuous drive to interview and recruit the best consultants to match the IFA base in the region.
  • Join consultants on IFA visits for development and IFA feedback.
  • Provide regular performance feedback and on the job coaching. (oneonone and as a team).
  • Mobilise and motivate the consultants through a trust relationship.
  • Sustain and motivate a team that will support the leader and their business plan.
  • Manage consultants and their panels according to the panel management practice.
  • Monitor the number of meaningful visits done by consultants weekly and monthly.
  • Build pivotable relationships with all key stakeholders, which include people within Momentum Distribution Services (MDS), the Momentum product houses and external stakeholders.

High-performance culture:

  • Develop and execute the business plan outlined by Momentum Distribution Services (MDS) for the respective region.
  • Set and uphold performance standard in the team to continuously attract new IFAs.
  • Set annual, quarterly, and monthly sales targets for each consultant in the region.
  • Develop and drive growth in sales distribution that are in support of strategic objectives of MDS.
  • Create a team high performance team culture that drives growth, recognition, and competitiveness.
  • Ensuring the achievement of sales targets on a monthly and annual basis.

Learning and Development Catalyst:

  • Engage with product house specialists systematically and consistently to ensure the team is knowledgeable with the relevant Momentum products.
  • Support and drive the various learning programmes that are run in MDS with the team.
  • Facilitate new content, product changes and enhancements to consultant and the IFA market.
  • Conduct a product competitor comparison with the products offered by Momentum.
  • Develop on the full MDS value chain, including service, product, and distribution. This includes being the enabler of technology, knowledge, and marketing to the team.

IFA Acquisition and Connection:

  • Acquire new sustainable IFA Relationships within the region.
  • Take ownership of the IFAs in the region to build meaningful and mutually beneficial relationships between the advisers and Momentum.
  • Ensure frequent engagement and marketing activities are facilitated by the team to IFAs.
  • Drive clear communication between IFA's and consultants.
  • Actively monitor and report on IFA engagement and team output to the broader MDS.
  • Drive engagement with IFAs that are adviceled and focused on best practice principles that lead to great service delivery.
  • Drive sound financial and corporate governance practices.
  • Take ownership of IFAs and client queries and ensure matters are resolved timeously.

Competencies
-
Deciding and initiating action: Takes responsibility for actions, projects and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may inc