Investment Consultant - Durban MMH241119-10

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

Experience and 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
• 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 and Responsibilities

Enthuse through Brand, SME Service & Digital

Enable and empower through partnership

Influence through coaching and learning

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