Overview
Investment Consultant -JHB Jobs in Johannesburg, South Africa at Momentum Distribution Services
Introduction
Momentum, a financial services provider of choice since 1966, known for itsentrepreneurial spiritandinnovativeculture 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 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 engagement (diversity), first-class service, in-depth business analysis andcontinuous improvementof the IFA’s business.
Requirements
Qualifications:
3-year BCom degree in the following fields:
Business Management, Investments (essential)
Honours degree is an advantage
CFA and/or CFP is an advantage
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.
Aproven track recordin successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
Technology Savvy
Duties & Responsibilities
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.
Production/Business retention & growth of assets.
Enable 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 dealings.
Competencies
Leading change andinnovation
Diversityand inclusiveness
Drive for results
Ability to drive and influence IFA commitment
Collaboration
Growing talent.
Self-awareness and insight
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Title: Investment Consultant -JHB
Company: Momentum Distribution Services
Location: Johannesburg, South Africa
Category: Finance & Banking, Business
