Financial Advisor Relationship Manager
18 hours ago
Momentum is a financial services company that provides insurance, savings, and investment solutions to South Africans.
Job SummaryWe are looking for an experienced Investment Consultant to join our team. This role requires a deep understanding of the financial services industry, as well as excellent communication and relationship-building skills.
About the RoleThe successful candidate will be responsible for managing relationships with our network of independent financial advisors (IFAs), providing them with expert advice and guidance to help them grow their business.
This role also involves staying up-to-date with industry trends and developments, identifying opportunities for growth and development, and working closely with our internal teams to achieve business objectives.
Key Requirements- 3-5 years' experience in the financial services industry
- Proven track record of building and maintaining strong relationships with IFAs
- Strong knowledge of the investments and wealth management industry in SA and international markets
- Degree in Business Management or Investments
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