Closing Date 2024/09/11Reference Number MMH240904-15Job Title Investment Consultant - KwaZulu-NatalPosition Type PermanentRole Family SalesCluster Momentum Distribution ServicesRemote Opportunity Some of the timeLocation - Country South AfricaLocation - Province KwaZulu-NatalLocation - Town / City UmhlangaIntroductionMomentum, 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 PurposeThe 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.RequirementsQualifications: 3-year BCom degree in the following fields: Business Management, Investments (essential) Honours degree is an advantage CFA and/or CFP is an advantageExperience 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 SavvyDuties & ResponsibilitiesEnthuse through Brand, SME Service & Digital Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, 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 assetsEnable 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 having the perception that Momentum are thought leaders. 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 dealingsCompetenciesLeading change and innovationDiversity and inclusivenessDrive for resultsAbility to drive and influence IFA commitmentCollaborationImpact and influenceGrowing talent.Self-awareness and insight
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