Wealth Management Professional

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 forward-thinking financial services provider that has been a driving force in the industry since 1966. Our dedication to innovation and excellence drives us to deliver exceptional value to our clients through our comprehensive understanding of the retail insurance, savings, and investment markets in South Africa.

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We are committed to empowering independent financial advisors (IFAs) to grow their businesses and achieve outstanding success through our collaborative approach.

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  • The Investment Consultant will work closely with IFAs to understand their business needs, providing tailored advice and coaching to enhance their performance and drive growth.
  • By building and maintaining strong relationships with IFAs, we ensure they have access to our latest products and services, enabling them to meet their evolving needs and stay ahead in the market.
  • 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 work closely with IFAs to understand their business needs, providing tailored advice and coaching to enhance their performance and drive growth.
  • To foster strong relationships with IFAs, ensuring they have access to our 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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