Regional Manager: Momentum Wealth

3 weeks ago

Centurion, South Africa Momentum Investments Full time

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

**Role Purpose**

Responsible for the positioning, marketing support and implementation of the Momentum Wealth International Value Proposition in the respective distribution Channels and provide technical support, investment marketing and specialist support in the field in order to promote and grow the Momentum Wealth International proposition across Channels.

**Requirements**:

- Relevant business degree.
- CFP preferred.
- RE5.
- 3-5 years' experience in a financial advisory role.
- 5-8 years' relevant experience within a financial services environment.
- Expert knowledge of international financial markets, economics, politics product offerings and pricing.
- Knowledge of the financial services, investment and wealth management.
- Knowledge of local financial markets, economics and politics.
- Knowledge of financial instruments, local product offerings and pricing.

**Duties & Responsibilities**
- Develop and implement plans in accordance with overall objective and strategy to increase use of international investing. Keep abreast of trends, legislation and best practices within the financial or investment field to optimise service offering.
- Develop and implement approaches to identify and develop new business opportunities in existing and under penetrated markets.
- Facilitate initiatives aimed at equipping Financial Advisors/Planners to identify and meet clients' need and improve client engagement.
- Support Momentum Financial planning in accordance with the implemented digital support model and agreed face to face interactions.
- Drive and initiate the international regional strategy through guiding, advising, coaching and enabling Business consultants.
- Gather competitive intelligence and new product ideas from the industry environment and share market insights with management team.

**Competencies**
- Business Acumen.
- Client/ Stakeholder Commitment.
- Drive for Results.
- Leads Change and Innovation.
- Collaboration.
- Impact and Influence.
- Self-Awareness and Insight.
- Diversity and Inclusiveness.

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