Investment Consultant
3 weeks ago
Investment 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 The Investment Consultant crafts passionate, self‑starter, energetic partnerships that will stand the test of time with independent financial advisors (IFAs). Product, market, and sales knowledge set them apart from their counterparts. The IFA‑business relationship will be strengthened through client engagement, first‑class service, in‑depth business analysis, and continuous improvement of the IFA’s practice. Requirements 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 Deep knowledge of the investments and wealth management industry in South Africa and international markets, including Fund Selection, DFM, and Securities Proven track record in successfully dealing with clients and/or IFAs in a practice management environment Technology savvy Duties & Responsibilities Enthuse through Brand, SME Service & Digital Understand target audience, landscape, competitor influences, events that will enthuse, and critical moments of truth used Ensure long‑lasting, deep, and meaningful relationships with the IFA Move IFAs from non‑active supporters to active supporters to ambassadors Connect to the brand and digital way of work Drive production, business retention, and growth of assets Enable and empower through partnership Position Momentum as the business partner of choice Help IFAs understand how our products assist in financial planning and business growth Coach IFAs through advice‑led coaching competence Understand the strengths, vulnerabilities, risks, and opportunities of the panel they support Influence through coaching and learning Position Momentum as a thought leader and essential source of information for IFAs Provide 1:1 coaching sessions and regular engagements to IFAs Understand the impact of regulation on the IFA practice Be accountable, innovative, excellent, honest, diverse, and influential in business dealings Competencies Leading change and innovation Diversity and inclusiveness Drive for results Ability to drive and influence IFA commitment Collaboration Impact and influence Growing talent Self‑awareness and insight Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Location Port Elizabeth, Eastern Cape, South Africa #J-18808-Ljbffr
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Investment Consultant
3 weeks ago
Gqeberha, South Africa Momentum Full timeInvestment 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...
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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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Talent Pool: Retail Business Consultant
4 weeks ago
Gqeberha, South Africa Momentum Full timeTalent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth) 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,...
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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 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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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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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...
