Talent Pool: Investment Consultant
3 weeks ago
Talent Pool: Investment Consultant (Johannesburg) MMH Role Purpose The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart. The SIC/IFA business relationship will be strengthened by client engagement (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business. Experience and Qualifications 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 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 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. 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. Influence through coaching and learning: IFAs perceive Momentum as a thought leader and a good source of information. Investment consultant will coach every IFA they look after through 1:1 coaching sessions and regular engagements. Investment Consultant will have a 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 Mid-Senior level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at Momentum by 2x #J-18808-Ljbffr
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Talent Pool: Investment Consultant
6 days ago
Pretoria, Gauteng, South Africa Momentum Full time R500 000 - R1 200 000 per yearClosing Date2025/11/28 Reference NumberMMH Job TitleTalent Pool: Investment Consultant (Pretoria) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceGauteng Location - Town / CityPretoria IntroductionMomentum, a financial services provider of...
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Talent Pool: Investment Consultant
4 weeks ago
Pretoria, South Africa Momentum Full timeOverview 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. Disclaimer: As an...
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Talent Pool: Investment Regional Manager
1 week ago
Pretoria, Gauteng, South Africa Momentum Full time R1 500 000 - R2 500 000 per yearClosing Date2025/11/28 Reference NumberMMH Job TitleTalent Pool: Investment Regional Manager (Pretoria) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceGauteng Location - Town / CityPretoria IntroductionMomentum, a financial services provider...
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Investment Specialist
2 weeks ago
Pretoria, South Africa Coronation Fund Managers Full timeOverview Join to apply for the Investment Specialist - Pretoria role at Coronation Fund Managers Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers. Responsibilities Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers....
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Talent Pool
5 days ago
Pretoria, South Africa Momentum Full timeRole PurposeThe 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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Talent Pool
5 days ago
Pretoria, South Africa Momentum Full timeMomentum, a financial services provider of choice since 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...
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Talent Pool: OMF Financial Consultant
2 weeks ago
Pretoria, South Africa Old Mutual South Africa Full timeTalent Pool: OMF Financial Consultant 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. Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts....
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Talent Pool: Retail Business Consultant
4 weeks ago
Pretoria, South Africa Momentum Full timeTalent Pool: Retail Business Consultant (Pretoria) MMH -4 Join to apply for the Talent Pool: Retail Business Consultant (Pretoria) MMH -4 role at Momentum 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Role Purpose The Retail Business Consultant crafts passionate, energetic, and meaningful...
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Talent Pool: Corporate Health Specialist
2 weeks ago
Pretoria, South Africa Momentum Full timeOverview Role Purpose This talent pool is actively managed to proactively identify and engage qualified candidates ahead of upcoming vacancies. The Corporate Health Specialist role attracts, acquires and retains group health schemes by identifying corporate client leads and marketing Momentum Health Solutions to generate new business. Additionally, the role...
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Talent Pool: Investment Regional Manager
1 week ago
Pretoria, South Africa Momentum Full timeMomentum, 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. Disclaimer As an applicant,...
