Investment Consultant - Mpumalanga MMH251013-4
MomentumJohannesburg, Gauteng, South Africa6 days ago
Job description3 to 5 years financial services 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 Understand target audience, landscape, competitor influences, events that will enthuse, critical moments of truth used. Ensure long‑lasting, deep, meaningful relationships with the IFA. Help IFAs move from non‑active supporters to active supporters and ambassadors. Connection to the brand and digital way of work. Production / business retention & growth of assets. Momentum as the business partner of choice. Understand the strengths, vulnerabilities, risks and opportunities of the panel they support. Provide advice‑led coaching competence to the IFA. Coaching every IFA through 1 : 1 sessions and regular engagements. Understand impact of regulation on IFA practice. Be accountable, innovative, excellent, honest, diverse, influencing.
Investment Consultant – Mpumalanga
Momentum Investments – Johannesburg, Gauteng, South Africa
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. The SIC / IFA business relationship will be strengthened by client engagement, first‑class service, in‑depth business analysis and continuous improvement of the IFA’s business.
Qualifications
- 3‑year BCom degree in Business Management, Investments (essential)
- Honours degree is an advantage
- CFA and / or CFP is an advantage
Experience
Duties and Responsibilities
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Investment Consultant Mpumalanga • Johannesburg, Gauteng, South Africa
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