Investment Development Specialist

1 month ago


Nelspruit, Mpumalanga, South Africa MMI Holdings Ltd Full time
Job Title: Investment Development Consultant

At MMI Holdings Ltd, we are seeking a highly skilled Investment Development Consultant to join our team. As a key member of our sales cluster, you will be responsible for marketing Momentum Investments to Independent Financial Advisors (IFAs) and cultivating strong relationships with them.

Key Responsibilities:
  • Engage with targeted IFAs in a structured and professional manner to build partnerships and remove any blocks to collaboration.
  • Develop and implement effective strategies to retain IFAs and encourage them to keep their books with us.
  • Market the level of expertise we have in the IFA office and reinforce Momentum's presence in the market.
  • Coach IFAs through 1:1 coaching sessions and regular engagements to ensure they have the perception that Momentum is a thought leader and good source of information.
  • Understand the power of financial planning and advice and how our products can assist IFAs to grow their business.
Requirements:
  • 3-year BCom degree in Business Management or Investments (essential).
  • 1-3 years' experience in the financial services industry, including investments (essential).
  • Strong knowledge of the investments and wealth management industry in SA and international markets.
  • Ability to drive and influence IFA commitment, collaboration, and impact.
Competencies:
  • Leading change and innovation.
  • Diversity and inclusiveness.
  • Drive for results.
  • Self-awareness and insight.


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