Investment Consultant
5 days ago
Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engagement (diversity), first-class service, in-depth business analysis, and continuous improvement of the IFA's business.
Requirements
Qualifications:
1. 3-year BCom degree in the following fields: Business Management, Investments (essential)
2. Honours degree is an advantage
3. CFA and/or CFP is an advantage
Experience:
1. 3 to 5 years' financial service industry experience - must include investments (essential)
2. Experience in Momentum Investments is an advantage
3. Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
4. A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
5. Technology Savvy
Duties & Responsibilities
Enthuse through Brand, SME Service & Digital:
1. Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
2. Ensure long-lasting, deep, and meaningful relationships with the IFA.
3. IFAs to move from non-active supporters to active supporters, to ambassadors.
4. Connection to the brand and digital way of work.
5. Production/Business retention & growth of assets.
Enable and empower through partnership:
1. Momentum is seen as the business partner of choice.
2. SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
3. Advice-led coaching competence of the IFA.
4. Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
Influence through coaching and learning:
1. IFA having the perception that Momentum are thought leaders. Good source of information.
2. Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
3. Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
4. Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
5. Diversity and inclusiveness.
6. Leading change and innovation.
7. Ability to drive and influence IFA commitment.
#J-18808-Ljbffr
-
Investment Consultant
4 weeks ago
Cape Town, Western Cape, South Africa Hans Mahrt and Company (Pty) Ltd Full timePurpose of the roleThe Client Service Centre, of our Client, is integral to the service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on...
-
Investment Service Consultant
24 hours ago
Cape Town, Western Cape, South Africa Allan Gray Proprietary Limited Full timeCareer Opportunities: Investment Service Consultant | Retail Client Services (8479)DescriptionThe Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience.Job SummaryWhy should you consider Allan Gray?At Allan Gray, you will spend your days doing meaningful and engaging work with...
-
Investment Service Consultant
1 day ago
Cape Town, Western Cape, South Africa Allan Gray Proprietary Limited Full timeJob title : Investment Service Consultant | Retail Client ServicesJob Location : Western Cape, Cape TownDeadline : April 11, 2025Quick Recommended LinksJobs by Location Job by industries Job ResponsibilitiesProvide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls...
-
Investment Migration Consultant
2 hours ago
Cape Town, Western Cape, South Africa Investment Migration Insider Hong Kong Full timeAbout the RoleAs a key member of our team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients and partners, and driving revenue growth.You will have expertise in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as a strong understanding of...
-
Junior Investment Consultant
24 hours ago
Cape Town, Western Cape, South Africa 10X Investments (Pty) Ltd. Full timeGet AI-powered advice on this job and more exclusive features.10X is disrupting the South African investment industry to help people get dramatically better value for their long-term savings. Helping people get more money when they need it, is our aim.10X is unique in offering consistent investment returns with low fees, alongside personalised service and...
-
Investment Service Consultant
20 hours ago
Cape Town, Western Cape, South Africa Ziyana Group Full timeZiyana Group is seeking high-performing, independent-minded academic achievers who are motivated and enthusiastic to join their graduate program in the Retail Client Services Division.The Investment Service Consultant position is a permanent role designed for recent graduates with less than two years of work experience. As an Investment Service Consultant,...
-
Graduate Investment Consultant Position
20 hours ago
Cape Town, Western Cape, South Africa Outsource SA Solutions (pTY) Ltd Full timeJob DescriptionKey Responsibilities:Participate in a graduate program as an Investment Consultant Graduate in the Investment Customer Service for one of our clients in the finance industry.Develop skills and knowledge in investment consulting and customer service.Requirements:Less than 2 years of work experience.GPA (Graded Point Average) of no less than 65%...
-
Investment Service Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Dixie Recruitment Full timeInvestment Service Consultant Cape TownImmerse yourself in an environment filled with intelligent and motivating colleagues as you enhance your industry expertise by serving our clients. You will benefit from thoughtfully crafted support and recognition systems, all within a culture that prioritizes strong values. Qualifications & Skills:A Bachelor's Degree...
-
Graduate: Investment Service Consultant
3 weeks ago
Cape Town, Western Cape, South Africa Palesa Mbali Group Full timePurpose of the roleOur Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on their investment...
-
TBD Investment Consultant Career
20 hours ago
Cape Town, Western Cape, South Africa Outsource SA Solutions (pTY) Ltd Full timeBenefitsWhat We Offer:A comprehensive graduate program with opportunities for growth and development.A dynamic and supportive team environment.The chance to gain valuable experience and skills in investment consulting and customer service.Additional Information:Partaken in extracurricular activities while at university.A strong interest in Investment and...
-
Client-Facing Investment Consultant
20 hours ago
Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full timeInvestment Portfolio Manager RoleEfficient Frontier Recruitment seeks a seasoned investment professional to oversee a portfolio of institutional clients and deliver tailored investment consulting services.The ideal candidate will possess expertise in investment analysis, portfolio management, and client relationship-building.Key AccountabilitiesFoster deep...
-
Graduate Investment Consultant Opportunity
20 hours ago
Cape Town, Western Cape, South Africa Outsource SA Solutions (pTY) Ltd Full timeWe are seeking recent graduates to fill a challenging role in our Client's Finance department.Job Summary:As an Investment Consultant Graduate, you will participate in a graduation program and work with our Client's Investment Customer Service team.This is an excellent opportunity to learn and develop your skills in a dynamic environment.In this role, you...
-
Investment Consultant
20 hours ago
Cape Town, Western Cape, South Africa Guardrisk Insurance Company Limited Full timeGuardrisk is a leading insurance company seeking an Investment Consultant to strengthen its relationships with independent financial advisors (IFAs) and grow its investment business.Job DescriptionThe successful candidate will be responsible for crafting passionate partnerships with IFAs, providing first-class service, in-depth business analysis, and...
-
Investment Professional
20 hours ago
Cape Town, Western Cape, South Africa Mary Moir Consulting Full timeAt Mary Moir Consulting, we are building our investment team and seeking an experienced investment professional to join our ranks. This is a unique opportunity for someone with a broad range of investment skills who can add value across our client offerings, both on the fund management side and in private share portfolio management.We are looking for an...
-
Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full timeIntroductionEstablished top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of institutional clients and provide a comprehensive investment consulting service to these clients.The firm is specifically seeking an investment technically strong individual,...
-
Institutional Investment Expert
20 hours ago
Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full timeInvestment Consulting ServicesAt Efficient Frontier Recruitment, we seek an accomplished investment professional to manage a portfolio of institutional clients and provide bespoke investment consulting services.The successful candidate will be responsible for delivering high-quality client service, conducting research, and collaborating with clients to...
-
Investment Solutions Specialist
20 hours ago
Cape Town, Western Cape, South Africa 10X Investments (Pty) Ltd. Full timeAt 10X Investments (Pty) Ltd., we are passionate about helping our clients achieve their financial goals. We are seeking a highly motivated and ambitious individual to join our team as a Junior Investment Consultant.Job DescriptionAs a Junior Investment Consultant, you will be responsible for supporting the sales team in their activities, including lead...
-
Business Development Executive
20 hours ago
Cape Town, Western Cape, South Africa Guardrisk Insurance Company Limited Full timeWe are seeking a highly skilled Business Development Executive to join our team as an Investment Consultant. As an Investment Consultant, you will be responsible for developing and maintaining strong relationships with independent financial advisors (IFAs).Job RequirementsTo be successful in this role, you will need:A 3-year BCom degree in Business...
-
Investment Distribution Specialist
6 days ago
Cape Town, Western Cape, South Africa C40 Cities Full timeAn exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town.As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial...
-
Investment Solutions Specialist
20 hours ago
Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full timeRole OverviewEfficient Frontier Recruitment is seeking an investment professional to take responsibility for a portfolio of institutional clients and provide a comprehensive investment consulting service.The ideal candidate will possess strong technical skills, excellent communication abilities, and the capacity to work independently under pressure.Key...