Investment Consultant
3 weeks ago
Investment Consultant - Eastern Cape MMH -5 Momentum 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. 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, 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. Duties and Responsibilities – 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. Duties and Responsibilities – 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. Seniority level Entry level Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr
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Investment Consultant
3 weeks ago
Gqeberha, South Africa Momentum Full timeInvestment Consultant - Eastern Cape Momentum, a financial services provider of choice since 1966, is committed to wealth creation and preservation, insurance, and income protection for all our clients. We operate with an entrepreneurial spirit and an innovative culture in the retail insurance, savings, and investment markets in South Africa. Role Purpose...
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Investment Consultant: IFA Growth Coach
1 week ago
Gqeberha, South Africa Momentum Full timeA leading financial services company in Gqeberha seeks an experienced Investment Consultant to build and maintain relationships with independent financial advisors. You will leverage your financial industry expertise to enhance client engagements and promote the company as a trusted partner. Candidates should have a 3-year BCom degree and 3 to 5 years of...
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Talent Pool: Investment Consultant
2 weeks ago
Gqeberha, South Africa Momentum Full timeRole 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...
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Retention Consultant Talent Pool
3 weeks ago
Gqeberha, South Africa Medical Aid, Bank, Insurance, Invest & Vitality Full timeDiscovery Vitality RSA Retentions Consultant About Discovery Discoverys core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart...
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Business Consultant
4 weeks ago
Gqeberha, South Africa Discovery Full timeAbout Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast‑paced and dynamic environment enables smart, self‑driven people to be their best. As...
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Business Consultant
4 weeks ago
Gqeberha, South Africa Discovery Limited Full timeAbout Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global...
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Pre Auth Service Consultant
4 weeks ago
Gqeberha, South Africa Discovery Limited Full timeAchieve more than YOU BELIEVE Discovery Health Pre-authORISATION sERVICE CONSULTANT About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and...
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Pre Auth Service Consultant
2 weeks ago
Gqeberha, South Africa Discovery Full timeDiscovery Health PRE-AUTHORISATION SERVICE CONSULTANT About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables...
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Administrative Head Financial Services
2 days ago
Gqeberha, South Africa Headhunters Full timeSector Financial Services / Insurance / Wealth Management Location Gqeberha Job Type full_time Experience 10 to 15 years Qualifications No education Package Negotiable Job Description Our Client, a prominent brand name in the Financial Services Industry; is seeking to employ a highly experienced Administrative Head Financial Services (long-term insurance and...
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Advancing Financial Advisor
3 weeks ago
Gqeberha, South Africa Old Mutual South Africa Full timeJoin to apply for the Advancing Financial Advisor role at Old Mutual South Africa Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Qualifications And Experience A minimum of Matric or equivalentA minimum 12 months’ financial services experience as a Financial AdviserA...
