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Investment Consultant Role

1 week ago

Pretoria, Gauteng, South Africa Momentum Full time

Role Overview

The Investment Consultant crafts long-lasting, passionate partnerships with independent financial advisors (IFAs) that stand the test of time. This requires in-depth business analysis, first-class service, and continuous improvement of the IFA's business.

Key Responsibilities

  • Developing strong relationships with IFAs to move from non-active supporters to active ambassadors.
  • Understanding the IFA's business, including their strengths, vulnerabilities, risks, and opportunities.
  • Crafting personalized advice-led coaching competence for each IFA partner.
  • Staying up-to-date with industry regulations and their impact on IFA practices.

Requirements

  • 3-year BCom degree in Business Management or Investments.
  • Honours degree is an advantage.
  • CFA and/or CFP certification is an advantage.
  • 3 to 5 years' experience in the financial services industry, including investments.
  • Strong knowledge of SA and international markets, including Fund Selection, DFM, and Securities.