Investment Development Consultant

3 months ago

Port Elizabeth, 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.**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- The Investment Development 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**:

- 1 to 3 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**

**Connection and Engagement**:

- Engage every targeted Investment IFA in a structured, professional, and effective
- Ensure that any block to building a partnership is removed
- Queries handled and feedback given timeously
- The Investment Development Consultant must understand the targeted IFA that we are focusing Understand the landscape in which we operate, the competitor environment, including but not limited to compile complete and accurate lists of IFAs to invite to Marketing events, Conferences and Summits and targeted groups, new partner discussions.
- The Investment Development Consultant must be passionate and represent the Brand with conviction
- Develop IFA retention strategies that focus on engagements that encourage IFA to keep their books with us.

**Enthuse through Brand, SME Service & Digital**:

- Ensure long-lasting, deep, and meaningful relationships with the IFA are forged through brand, Service, Digital & Relationships
- Market the level of expertise we have in the IFA office bringing energy to reinforce Momentum presence in the market.
- IFAs to move from non-active supporters to active supporters to
- Connection to the Brand and Digital way of work
- Showing IFA’s the best way to work with us

**Influence through coaching and learning**:

- Ensure that IFA has the perception that Momentum are thought Good source of information.
- Investment Development Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
- Investment Development 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

**Enable through partnership**:

- Ensure that IFA has the perception that Momentum are thought Good source of information.
- Understand 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 very good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support the RGM in his or her planning and thinking

**Competencies**
- Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing
- Self-awareness and insight

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