Investment Consultant

6 days ago

Pretoria, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.
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 engager (diversity), first-class service, in-depth business analysis, and continuous improvement of the IFA's business.
Requirements

**Qualifications**:

- 3-year BCom degree in the following fields: Business Management, Investments (essential)
- An honours degree is an advantage
- CFA and/or CFP is an advantage

**Experience**:

- 3 to 5 years of financial service industry experience - must include investments (essential)
- Experience in Momentum Investments is an advantage
- Strong knowledge of investments and wealth management industry in SA and international
markets including but not limited to Fund Selection, DFM, and Securities
- A proven track record in successfully dealing with clients and/or IFAs in a practice management
the environment is an advantage.
Duties & Responsibilities

**Enthuse through Brand, SME Service & Digital**
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, and critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors.
- Connection to the brand and digital way of work
- Production/Business retention & growth of assets

**Enable and empower through partnership**
- Momentum is seen as the business partner of choice
- SIC understands the power of financial planning and advice and how our products can assist the IFA to grow
- Advice-led coaching competence of the IFA
- Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support

**Influence through coaching and learning**
- IFA has the perception that Momentum is a thought leader.
- Good source of information.
- Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
- Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Competencies
- Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent.
- Self-awareness and insight

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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