Investment Consultant Specialist

4 days ago


Durban, KwaZulu-Natal, South Africa Momentum Full time

Momentum is a financial services provider with a strong entrepreneurial spirit and innovative culture. Our goal is to help individuals create and preserve wealth through our insurance, income protection, and investment products.

Job Description

The Investment Consultant will craft meaningful partnerships with independent financial advisors (IFAs) to provide high-quality investment solutions. They will possess excellent product knowledge, market awareness, and sales skills to drive business growth and retention.

Key Responsibilities
  • Develop and maintain relationships with IFAs to enhance their business and increase revenue.
  • Provide expert advice on investment and wealth management strategies to IFAs and their clients.
  • Analyze client needs and recommend suitable investment solutions.
  • Cultivate a deep understanding of the IFA's business, including strengths, vulnerabilities, risks, and opportunities.
Requirements
  • A 3-year BCom degree in Business Management or Investments.
  • Honours degree or professional certifications like CFA or CFP are advantageous.
  • At least 3 years of experience in the financial services industry, with a focus on investments.


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