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Talent Pool: Investment Consultant

4 weeks ago

Durban, South Africa Momentum Full time

Overview 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. Experience and Qualifications 3-year BCom degree in 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 and Responsibilities Enthuse through Brand, SME Service & Digital: Understand who we are targeting, the landscape they are working in, competitor influences, and 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 a 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; 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. Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Referrals increase your chances of interviewing at Momentum by 2x Get notified about new Investment Advisor jobs in Durban, KwaZulu-Natal, South Africa. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr