Investment Consultant

4 weeks ago

Cape Town, 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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