Investment Consultant
2 weeks ago
Investment Consultant - Hyde Park MMH -1 Location: Momentum, Johannesburg, Gauteng, South Africa Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Finance and Sales 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 engagement (diversity), first‑class service, in‑depth business analysis and continuous improvement of the IFA’s business. Requirements BCom degree in Business Management or Investments (essential); Honours degree is an advantage. CFA and/or CFP is an advantage. Experience 3‑5 years’ financial services 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 target audience, landscape, competitor influences, and identify critical moments of truth that will enthuse. Ensure long‑lasting, deep, and meaningful relationships with the IFA, moving them from non‑active supporters to active supporters and ambassadors. Maintain connection to the brand and digital ways of work. Drive production/business retention & growth of assets. Enable and empower through partnership: position Momentum as the business partner of choice, help IFAs grow through financial planning and advice. Provide advice‑led coaching competence; understand strengths, vulnerabilities, risks, and opportunities of the IFA panel. Influence through coaching and learning: position Momentum as a thought leader, provide information, coach IFAs via 1:1 sessions and regular engagements. Understand impact of regulation on the IFA practice. Be accountable, innovative, excellent, honest, diverse, and influential in business dealings. As an applicant, please verify the legitimacy of this job advert on our company career page. #J-18808-Ljbffr
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Investment Consultant
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Johannesburg, South Africa Investment Management Full timeWe require investment savvy professionals to assist with the development of a new Investment startup geared towards the benefit of society. If you are a seasoned professional wanting to contribute positively towards an investment vehicle that will engage in projects and investments that lay the foundation for a sustainable society please contact us. We will...
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Investment Consultant
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Johannesburg, Gauteng, South Africa MOMENTUM DISTRIBUTION SERVICES Full time R900 000 - R1 200 000 per yearIntroductionMomentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit andinnovative culture is committed to wealth creation and preservation, insurance, and income protection forall our clients. We do this through our understanding of the retail insurance, savings, and investmentmarkets in SA.DisclaimerAs an...
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Johannesburg, South Africa Momentum Distribution Services Full time**Introduction** - 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...
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Investment Consultant
2 weeks ago
Johannesburg, South Africa Momentum Full timeMomentum Johannesburg, Gauteng, South Africa Investment Consultant - Hyde Park Job Title: Investment Consultant - Hyde Park Location: Momentum Johannesburg, Gauteng, South Africa 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...
