Strategic Financial Partnership Professional

5 days ago


Cape Town, Western Cape, South Africa Momentum Metropolitan Holdings Limited Full time
Role Overview

Momentum Metropolitan Holdings Limited, a leading financial services provider with a rich history dating back to 1966, is committed to empowering individuals and families through wealth creation, preservation, insurance, and income protection.

We achieve this by leveraging our expertise in the retail insurance, savings, and investment markets in South Africa.

Disclaimer:

Please verify the legitimacy of this job posting on our company career page as an applicant.

Job Description

The Strategic Financial Partnership Professional fosters long-lasting, meaningful relationships with independent financial advisors (IFAs) that will stand the test of time. This role requires a deep understanding of investment and wealth management products, as well as exceptional client engagement skills.

A successful candidate will possess product, market, and sales knowledge, setting them apart from their counterparts. The IFA-SIC business relationship will be strengthened through client diversity, first-class service, in-depth business analysis, and continuous improvement of the IFA's business.

Requirements

  • 3-year BCom degree in Business Management or Investments (essential)
  • Honours degree is an advantage
  • CFA and/or CFP is an advantage

Experience

  • 3 to 5 years' experience in the financial services industry, with a focus on investments (essential)
  • Experience in Momentum Investments is an advantage
  • Strong knowledge of the investments and wealth management industry in SA and international markets
  • A proven track record in dealing with clients and/or IFAs in a practice management environment is an advantage

Duties & Responsibilities

  • Understand the target audience, the landscape they operate in, competitor influences, and events that enthuse
  • Ensure long-lasting relationships with the IFA
  • Move IFAs from non-active supporters to active supporters, ambassadors
  • Connect the brand and digital way of work
  • Production/Business retention & growth of assets
  • 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
  • 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


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