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Investment Professional
1 week ago
About Momentum
Momentum Metropolitan Holdings Limited is a leading financial services provider known for its entrepreneurial spirit and innovative culture. We are committed to wealth creation and preservation, insurance, and income protection for all our clients.
Job Description
The Investment Consultant will be responsible for crafting passionate, self-starter, energetic, and meaningful partnerships with investment and wealth independent financial advisors (IFAs). With a strong focus on delivering first-class service and in-depth business analysis, this role is essential to the growth and success of our business.
Requirements
- A 3-year BCom degree in Business Management or Investments is required, with honours and/or CFA and/or CFP being advantageous.
- Experience in the financial service industry, particularly in investments, is also required, with a proven track record in successfully dealing with clients and/or IFAs in a practice management environment.