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Join to apply for the Talent Pool: Investment Consultant (Kwa Zulu- Natal) MMH230213-25 role at Momentum

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Join to apply for the Talent Pool: Investment Consultant (Kwa Zulu- Natal) MMH230213-25 role at Momentum

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 engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.
Requirements
Experience and Qualifications:
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
  

• 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 Savvy
  

• Understand who we are targeting, the landscape they are working in, competitor influences,
  

• 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 assets
  

• 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.
  

• 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
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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