Internal Business Consultant X2

1 week ago

Cape Town, South Africa Momentum Distribution Services 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.

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**

**The Internal Business Consultant (IBC) crafts passionate, energetic and meaningful partnerships with independent financial advisers (IFAs) that have not traditionally supported us. Using innovative engagement techniques using product, market and sales intelligence will set them apart from their counterparts. On achieving the productive state an IFA will be moved to a Regional General Managers region on instruction from the Head of Sales. The BC and IFA relationship will be strengthened by face to face interaction on a dedicated panel, first class service, business analysis and continuous improvement of the IFA’s business from the BC.

**Requirements**:
**Qualifications**:

- NQF Level 7 Degree in business management, legal, marketing, investments or finance.

**Experience**:

- 3 to 5 years' financial service industry experience - must include investments (essential)
- Experience in Momentum Investments is an advantage
- Strong knowledge of the 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 environment is an advantage.
- Technology Savvy

**Duties & Responsibilities**

**Internal Processes**:

- (MDS Central & Cape) IFA lists this excludes the claimed IFA’s in the area.
- Make contact with each and every IFA via the different digital platforms.
- Close broker codes where no further relationship can be continued, facilitating any needed system interactions.
- Be accountable, innovative, excellent, honest, diverse and influential in your business dealings.
- Assist with the transition of the IFA relationship to a Business Consultant when the IFA production warrants a face-to-face relationship.

**Client**:

- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on expectations to clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Involve Business Development Managers of the different product house on the IFA panel by arranging training and other product related sessions via Zoom/Teams platforms.

**People**:

- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge savings and investment markets in SA.

**Competencies**
- Sense of urgency
- Analytical thinking
- Working with people
- Relating and networking
- Adhering to principles and values
- Coping with pressure and setbacks
- Planning and organizing
- Delivering results and meeting customer expectations
- Following instructions and procedures
- Attention to the details

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