Investment Consultant

3 weeks ago

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 SA.

**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 engager (diversity), first-class service, in-depth business analysis and continuous
improvement of the IFA's business.

**Requirements**:
**Qualifications**:

- 3-year BCom degree in the following fields: 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 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 & 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**
- IFA 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

**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

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