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Investment Business Partner

7 days ago


Umhlanga, KwaZulu-Natal, South Africa Momentum Full time

Company Overview

Momentum is a financial services provider with an entrepreneurial spirit and innovative culture. We have been committed to wealth creation and preservation, insurance, and income protection for our clients since 1966.

We achieve this through our understanding of the retail insurance, savings, and investment markets in South Africa.

Role Purpose

The Investment Consultant crafts meaningful partnerships with independent financial advisors (IFAs) that will stand the test of time. Product, market, and sales knowledge set them apart from their counterparts.

The SIC/IFA business relationship is strengthened by client engagement, first-class service, in-depth business analysis, and continuous improvement of the IFA's business.