Investment Consultant

at  Momentum Distribution Services

Johannesburg, Gauteng, South Africa -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate03 Dec, 2024Not Specified04 Sep, 20243 year(s) or aboveInvestments,SecuritiesNoNo
Add to Wishlist Apply All Jobs
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – Corp 2 Corp
Contract to Hire – Corp 2 Corp

Description:

INTRODUCTION

Momentum, 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.

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 advantageExperience:
  • 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

Responsibilities:

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.

DUTIES & RESPONSIBILITIES

Enthuse through Brand, SME Service & Digital

  • 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.
  • Connection to the brand and digital way of work
  • 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


REQUIREMENT SUMMARY

Min:3.0Max:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Business, Management

Proficient

1

Johannesburg, Gauteng, South Africa