Regional Investment Manager — IFA Growth Leader

A financial services provider in KwaZulu-Natal seeks an Investment Consultant to develop strong partnerships with Independent Financial Advisors (IFAs). The ideal candidate will have a BCom degree, extensive experience in the financial services industry, and a solid understanding of investments and wealth management. Responsibilities include coaching IFAs,...

Role Purpose The Investment Regional Manager supports and manages a team of consultants and helps them build connections with their respective Independent Financial Advisers (IFAs). The Investment Regional Manager also needs to ensure the growth of the IFA business, while achieving regional sales targets. Requirements Qualifications: BCom degree in the...

Closing Date2025/11/28 Reference NumberMMH Job TitleTalent Pool: Investment Regional Manager (KZN & EC) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceKwaZulu-Natal Location - Town / CityDurban, PMB, & Port Elizabeth IntroductionMomentum, a...

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...

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...

Closing Date2025/11/28 Reference NumberMMH Job TitleTalent Pool: Investment Consultant (KwaZulu- Natal) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceKwaZulu-Natal Location - Town / CityPietermaritzburg and Durban IntroductionMomentum, a...

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...

Talent Pool: Investment Consultant (KwaZulu – Natal) Momentum, 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...

A leading financial services provider is seeking a Retail Business Consultant in Durban to enhance partnerships with IFAs and drive sales. Candidates should possess a 3-year BCom degree and 1-3 years of sales experience. Strong business acumen and communication skills are essential for building lasting relationships. This full-time position requires a...

Overview The Retail Regional General Manager will acquire new IFAs for Momentum, responsible for the effective placing of IFA’s in the best panel with best BC. Ensure a high-performance culture is set and maintained. Drive profitable growth through planning, execution and management of a team of BCs that builds IFA Connections. Qualifications BCom degree...