Vacancies at Momentum – Investment Consultant

Website Momentum

Job Description:

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.

Job Responsibilities:

  • 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.
  • Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
  • IFA having the perception that Momentum are thought leaders. Good source of information.
  • 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
  • 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
  • Momentum is seen as the business partner of choice

Job Requirements:

  • Leading change and innovation
  • Diversity and inclusiveness
  • Growing talent
  • Self-awareness and insight
  • Collaboration
  • Impact and influence
  • Drive for results
  • Ability to drive and influence IFA commitment

Qualification & Experience:

  • CFA and/or CFP is an advantage
  • 3 to 5 years’ financial service industry experience – must include investments (essential)
  • 3-year BCom degree in the following fields: Business Management, Investments (essential)
  • Honours degree is an advantage
  • 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.
  • Technology Savvy
  • A proven track record in successfully dealing with clients and/or IFAs in a practice management

Job Details:

Company: Momentum

Vacancy Type:  Full Time

Job Location: Cape Town, Western Cape, SA

Application Deadline: N/A

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