Investment Manager

5 days ago


Cape Town, Western Cape, South Africa Momentum Full time

Momentum is a financial services provider dedicated to wealth creation and preservation. Our entrepreneurial spirit and innovative culture drive our commitment to delivering exceptional results.

Role Purpose

The Investment Consultant crafts strategic partnerships with investment and wealth independent financial advisors (IFAs), leveraging product, market, and sales knowledge to strengthen the SIC/IFA business relationship.

Key Responsibilities
  • Develop deep understanding of clients' needs and preferences.
  • Foster meaningful relationships with IFAs, driving client engagement and first-class service.
  • Analyze IFA business performance, identifying areas for improvement and growth opportunities.

Qualifications include a 3-year BCom degree in Business Management or Investments, with honours and CFA/CFP certifications advantageous.

Experience in the financial services industry, particularly in investments, is essential, with Momentum Investments experience desirable.


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