Overview
Talent Pool: Investment Consultant/Cape MMH Jobs in Cape Town, South Africa at Guardrisk Insurance Company Limited
Position: Talent Pool: Investment Consultant (Cape) MMH221103-11
Guardrisk Cape Town, Western Cape, South Africa
Talent Pool:
Investment Consultant (Cape) MMH
221103-11
Guardrisk is seeking an Investment Consultant to craft passionate, self-starter, energetic, and meaningful partnerships with investment and wealth independent financial advisors (IFAs). The role requires strong product, market, and sales knowledge to differentiate from counterparts.
Role
Purpose
The Investment Consultant will strengthen the SIC/IFA business relationship through client engagement, first-class service, in-depth business analysis, and continuous improvement of the IFA’s business.
Requirements
Qualifications:
3-year BCom degree in 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 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 Savvy
Duties
and Responsibilities Enthuse through Brand, SME Service & Digital:
Understand the target market, landscape, competitor influences, and critical moments of truth.
Ensure long-lasting, deep, and meaningful relationships with the IFA.
Encourage IFAs to move from non-active supporters to active supporters, to ambassadors.
Connect with the brand and digital way of work.
Drive production/business retention & growth of assets.
Enable and empower through partnerships:
Establish Momentum as the business partner of choice.
Understand the power of financial planning and advice, and how our products can assist the IFA to grow.
Provide advice-led coaching competence to the IFA.
Understand the strengths, vulnerabilities, risks, and opportunities of the panel they support.
Influence through coaching and learning:
Position Momentum as thought leaders and a good source of information.
Conduct 1:1 coaching sessions and regular engagements with IFAs.
Understand the impact of regulation on the IFA practice.
Be accountable, innovative, excellent, honest, diverse, and influential in business dealings.
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Finance and Sales
As an applicant, please verify the legitimacy of this job advert on our company career page.
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Title: Talent Pool: Investment Consultant/Cape MMH
Company: Guardrisk Insurance Company Limited
Location: Cape Town, South Africa
Category: Finance & Banking (Financial Consultant), Sales
