Investment Business Growth Manager

3 days ago


Cape Town, Western Cape, South Africa Momentum Metropolitan Holdings Limited Full time

Momentum Metropolitan Holdings Limited is a leading financial services provider committed to creating wealth and preserving it through insurance, income protection, and investment solutions. We are seeking a talented Investment Consultant to join our team.

Key Responsibilities:

  • Built lasting relationships with independent financial advisors (IFAs) to enhance their business and increase client engagement.
  • Provided first-class service and conducted in-depth business analysis to identify opportunities for growth.
  • Cultivated a deep understanding of the investments and wealth management industry in South Africa and international markets.

Requirements:

  • Qualifications: A 3-year BCom degree in Business Management or Investments is essential. Honours degree and certifications like CFA and/or CFP are advantageous.
  • Experience: A minimum of 3 years' experience in the financial services industry, with a focus on investments, is required. Experience in Momentum Investments and technology savvy skills are advantageous.


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