Financial Services Industry Expert

3 days ago


Durban, KwaZulu-Natal, South Africa Momentum Metropolitan Holdings Limited Full time

About Momentum

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Momentum Metropolitan Holdings Limited is a pioneering financial services provider that has been shaping the industry since 1966. Our commitment to innovation and excellence drives us to deliver exceptional results for our clients through our profound understanding of the retail insurance, savings, and investment markets in South Africa.

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We pride ourselves on creating long-lasting, meaningful partnerships with independent financial advisors (IFAs) to elevate their businesses and achieve outstanding success.

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  • The Investment Consultant will lead the way in identifying and developing new business opportunities with IFAs, leveraging our extensive product knowledge and market expertise to drive growth and revenue.
  • By building and maintaining robust relationships with IFAs, we ensure they have seamless access to our latest products and services, empowering them to meet their ever-evolving needs.
  • The Investment Consultant will also provide expert guidance and coaching to IFAs on how to optimize their businesses, focusing on key areas such as client engagement, first-class service, and business analysis.

Key Responsibilities

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  • To leverage our product knowledge and market expertise to drive growth and revenue by identifying and developing new business opportunities with IFAs.
  • To foster strong relationships with IFAs, ensuring they have access to the latest products and services that meet their evolving needs.
  • To provide expert advice and coaching to IFAs on how to grow their businesses, focusing on areas such as client engagement, first-class service, and business analysis.

Requirements

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  • A minimum of 3-5 years' experience in the financial services industry, preferably in investments and wealth management.
  • Strong knowledge of the South African and international investments and wealth management industries, including but not limited to Fund Selection, DFM, and Securities.
  • A proven track record of successfully working with clients and/or IFAs in a practice management environment.


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