Investment Development Consultant
at Momentum Distribution Services
Port Elizabeth, Eastern Cape, South Africa -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 26 Nov, 2024 | Not Specified | 29 Aug, 2024 | 1 year(s) or above | Securities,Investments | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – 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.
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:
- 1 to 3 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 Development 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.
REQUIREMENT SUMMARY
Min:1.0Max:3.0 year(s)
Marketing/Advertising/Sales
Marketing / Advertising / MR / PR
Sales
Graduate
Business, Management
Proficient
1
Port Elizabeth, Eastern Cape, South Africa