Talent Pool: Investment Consultant

Momentum Cape Town, Western Cape, South Africa Join or sign in to find your next job Join to apply for the Talent Pool: Investment Consultant (Cape) MMH role at Momentum Momentum Cape Town, Western Cape, South Africa Join to apply for the Talent Pool: Investment Consultant (Cape) MMH role at Momentum Role PurposeThe Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that willstand 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 bestrengthened by client engager (diversity), first-class service, in-depth business analysis and continuousimprovement of the IFA's business.RequirementsQualifications:3-year BCom degree in the following fields: Business Management, Investments (essential) Honours degree is an advantage CFA and/or CFP is an advantage Experience3 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 ResponsibilitiesEnthuse through Brand, SME Service & DigitalUnderstand 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 partnershiMomentum 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 learningIFA 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 As an applicant, please verify the legitimacy of this job advert on our company career page. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Momentum by 2x Get notified about new Investment Advisor jobs in Cape Town, Western Cape, South Africa . City of Cape Town, Western Cape, South Africa 3 weeks ago Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 1 day ago Pinelands, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 1 day ago Cape Town, Western Cape, South Africa 1 month ago Cape Town, Western Cape, South Africa 1 week ago Pinelands, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 1 month ago City of Cape Town, Western Cape, South Africa 1 week ago City of Cape Town, Western Cape, South Africa 3 weeks ago Cape Town, Western Cape, South Africa 3 weeks ago Cape Town, Western Cape, South Africa 3 days ago Cape Town, Western Cape, South Africa 4 months ago Pinelands, Western Cape, South Africa 2 weeks ago Pinelands, Western Cape, South Africa 2 weeks ago Pinelands, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 3 days ago Pinelands, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 4 days ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 3 weeks ago Pinelands, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 1 week ago Pinelands, Western Cape, South Africa 2 weeks ago City of Cape Town, Western Cape, South Africa 2 days ago Cape Town, Western Cape, South Africa 4 months ago Bellville, Western Cape, South Africa 1 day ago 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