Introduction
Through our client-facing brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms, Momentum Group provides practical financial solutions for people, communities, and businesses.
Role Purpose
Support the Head of Equilibrium with taking out the Equilibrium message, and building relationships with distribution channels and financial advisers. The role requires the person to implement the business sales and growth strategy.
Requirements
Bachelor's degree in finance or Investments
CFP, CFA Level 1 or equivalent
Minimum 5 years' experience in Investment Distribution
Duties & Responsibilities
Drive and deliver on the Equilibrium's purpose.
Support the Head of Distribution to deliver on sales.
Bolster support for the DFM and Investment Consulting value proposition across various LISP.
Enable sales channels with the required knowledge and skills to position our products.
Build the profile of Equilibrium in the market using traditional and disruptive methods.
Implement the distribution strategy to increase net flows.
Actively disseminate the company's message, fostering connections with distribution channels and financial advisers, and contributing to the implementation of the business's sales and growth strategy.
Enhance support for financial advisers by developing solution-oriented content, analyzing data to reinforce investment messages, and facilitating their transition into portfolios.
Generate new and imaginative solutions in the workplace, trying different ways to deal with business problems with unique techniques, finding opportunities to grow the business, and increasing the transition rate into the model portfolios.
In partnership with Marketing, arrange events and campaigns to grow both the Equilibrium brand and the assets.
Represent Equilibrium at conferences, investment panels, asset management, and industry events.
Analyze and identify trends, using insights to facilitate the transition of assets into Equilibrium solutions.
Competencies
Market Insight
Self-starter and self-motivated
Exceptional engagement skills
Demonstratable ability to build and maintain relationships
Foster strong teamwork environment
Ability to collaborate with internal and external stakeholders
Sales Acumen
Effective Communication
Innovative Problem Solving
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