Investment Development Specialist
1 month ago
Role Overview
Momentum Investments is seeking a skilled Investment Development Consultant to join our team. As a key member of our sales team, you will be responsible for identifying, cultivating, and growing potential investment opportunities with Independent Financial Advisors (IFAs).
Key Responsibilities
- Engage with targeted IFAs in a structured, professional, and effective manner.
- Develop and implement strategies to build and maintain strong relationships with IFAs.
- Provide coaching and support to IFAs to enhance their investment knowledge and skills.
- Stay up-to-date with industry trends and developments to ensure Momentum Investments remains a thought leader in the market.
Requirements
- 3-year BCom degree in Business Management or Investments.
- 1-3 years' experience in the financial services industry, with a focus on investments.
- Strong knowledge of the investments and wealth management industry in South Africa and international markets.
Competencies
- Leading change and innovation.
- Diversity and inclusiveness.
- Drive for results.
- Ability to drive and influence IFA commitment.
- Collaboration.
- Impact and influence.
- Growing talent.
- Self-awareness and insight.
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