Investment Business Strategist

3 days ago


Pretoria, Gauteng, South Africa Momentum Full time
About the Job

We are seeking a highly skilled and experienced Investment Business Strategist to join our team at Momentum. This individual will play a critical role in driving business development and technical expertise, focusing on implementing Equilibrium's sales and growth strategy, client investment consulting, and client relationship management.

The successful candidate will work closely with the Head of Equilibrium Distribution to enhance support for the DFM and Investment Consulting value proposition across various LISP platforms, taking out the Equilibrium message and building relationships with distribution channels and financial advisers.

Main Responsibilities
  1. Develop and deliver on Equilibrium's purpose and strategy.
  2. Support the Head of Distribution to deliver on sales targets, including conducting sales activities, client meetings, presentations, and follow-ups throughout South Africa.
  3. Implement the distribution strategy to increase net flows into Equilibrium.
  4. Foster connections with distribution channels and financial advisers to disseminate the company's message.
  5. Bolster support for the DFM and Investment Consulting value proposition across various LISP platforms.


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