Talent Pool : Investment Consultant (Pretoria) MMH250407-5

Role Overview

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

Experience

Duties and Responsibilities

Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.

Momentum is seen as the business partner of choice

IFA having the perception that Momentum are thought leaders. Good source of information.

Be accountable

Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.

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