Talent Pool: Investment Consultant (Cape)
Momentum Metropolitan
- Cape Town, Western Cape
- Permanent
- Full-time
Reference Number MMH221103-11
Job Title Talent Pool: Investment Consultant (Cape)
Position Type Permanent
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Cape Town
IntroductionMomentum, 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.
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 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
- A proven track record in successfully dealing with clients and/or IFAs in a practice management
- 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
- Advice-led coaching competence of the IFA
- Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel
- 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
- Investment Consultant will have a very clear understanding of the impact of regulation on the IFA
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent.
- Self-awareness and insight