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Financial Advisor Partner

1 week ago

Pretoria, Gauteng, South Africa Momentum Full time

About the Role

We are seeking a talented Investment Consultant to join our team at Momentum Investments. As a key member of our team, you will be responsible for developing strong relationships with independent financial advisors (IFAs).

Duties and Responsibilities

  • Building trust with IFAs through personalized advice and coaching.
  • Strengthening the SIC/IFA business relationship through client engager diversity and continuous improvement.
  • Ensuring the IFA has a good understanding of the investments and wealth management industry.
  • Providing expert guidance on product, market, and sales knowledge.

Requirements

  • Bachelor's degree in Business Management or Investments.
  • Proven track record in successfully dealing with clients and/or IFAs in a practice management environment.
  • Strong technology skills and ability to learn new systems quickly.
  • Ambitious and driven individual with a passion for the financial services industry.