Investment Development Consultant

2 weeks 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 Development Consultant uses innovative engagement and influence techniques to market MomentumInvestments to IFAs that have potential to do business with us.

They identify, cultivate, and grow this potential into fully functioning Investment panels.

Requirements:

Experience and Qualifications:

Qualifications:

  • 3year BCom degree in the following fields: Business Management, Investments (essential)
  • Honours degree is an advantageCFA and/or CFP is an advantage

Experience:

  • 1 to 3 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

Connection and Engagement

  • Engage every targeted Investment IFA in a structured, professional, and effective manner.
  • Ensure that any block to building a partnership is removed
  • Queries handled and feedback given timeously
  • The Investment Development Consultant must understand the targeted IFA that we are focusing on. Understand the landscape in which we operate, the competitor environment, including but not limited to compile complete and accurate lists of IFAs to invite to Marketing events, Conferences and Summits and targeted groups, new partner discussions.
  • The Investment Development Consultant must be passionate and represent the Brand with conviction
  • Develop IFA retention strategies that focus on engagements that encourage IFA to keep their books with us

Enthuse through Brand, SME Service & Digital

  • Ensure longlasting, deep, and meaningful relationships with the IFA are forged through brand, Service, Digital & Relationships
  • Market the level of expertise we have in the IFA office bringing energy to reinforce Momentum presence in the market.
  • IFAs to move from nonactive supporters to active supporters to ambassadors.
  • Connection to the Brand and Digital way of work
  • Showing IFA's the best way to work with us

Influence through coaching and learning

  • Ensure that IFA has the perception that Momentum are thought leaders. Good source of information.
  • Investment Development Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
  • Investment Development 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

Enable through partnership:

  • Ensure that IFA has the perception that Momentum are thought leaders. Good source of information.
  • Understand 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 very good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support the RGM in his or her planning and thinking

Competencies

  • Leading change and innovation
  • Diversity and inclusiveness
  • Drive for results
  • Ability to drive and influence IFA commitment
  • Collaboration-Impact and influence
  • Growing talent.
  • Selfawareness and insight

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