Investment Consultant Partnership Specialist

4 days ago


Pretoria, Gauteng, South Africa Momentum Full time

Momentum is a financial services provider committed to wealth creation and preservation, insurance, and income protection. We understand the retail insurance, savings, and investment markets in SA.

Job Description

The Investment Consultant crafts passionate partnerships with independent financial advisors (IFAs). They must have product, market, and sales knowledge to succeed.

The role involves client engagement, first-class service, in-depth business analysis, and continuous improvement of the IFA's business.

Requirements
  • 3-year BCom degree in Business Management or Investments
  • Honours degree is an advantage
  • CFA and/or CFP is an advantage

Experience:

  • 3 to 5 years' financial service industry experience - must include investments
  • Experience in Momentum Investments is an advantage
  • Strong knowledge of the investments and wealth management industry in SA and international markets
  • A proven track record in dealing with clients and/or IFAs
  • Technology Savvy


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