Closing Date: 2024/11/29Reference Number: MMH230213-25Job Title: Talent Pool: Investment Consultant (KwaZulu-Natal)Position Type: PermanentRole Family: SalesCluster: Momentum Distribution ServicesRemote Opportunity: Some of the timeLocation - Country: South AfricaLocation - Province: KwaZulu-NatalLocation - Town / City: Pietermaritzburg and DurbanIntroductionMomentum, 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.RequirementsExperience and Qualifications:Qualifications3-year BCom degree in the following fields: Business Management, Investments (essential)Honours degree is an advantageCFA and/or CFP is an advantageExperience3 to 5 years' financial service industry experience - must include investments (essential)Experience in Momentum Investments is an advantageStrong 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 & DigitalUnderstand 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 IFAIFAs to move from non-active supporters to active supporters, to ambassadors.Connection to the brand and digital way of workProduction/Business retention & growth of assetsEnable and empower through a partnershipMomentum is seen as the business partner of choiceSIC understands the power of financial planning and advice and how our products can assist the IFA to grow.Advice-led coaching competence of the IFAHave a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.Influence through coaching and learningIFA 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 engagementsInvestment 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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