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Investment Consultant - Mpumalanga

Momentum Metropolitan Holdings LimitedJohannesburg, ZA

4 days ago

Job description

Job title : Investment Consultant - Mpumalanga

Job Location : Gauteng, Johannesburg

Deadline : October 24, 2025

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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

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 :

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

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

Competencies

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

Deadline : 20th October,2025

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Investment Consultant • Johannesburg, ZA

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