Investment Consultant - Potchefstroom, South Africa - Momentum Distribution Services

Momentum Distribution Services

Verified Company

Potchefstroom, South Africa

3 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

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.
Role Purpose
The Investment Consultant (SIC) crafts passionate self starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisers (IFAs). Product, market and sales knowledge applied in the IFAs practice will set them apart from their counterparts. The IC/IFA business relationship will be strengthened by firstclass service, indepth business analysis and continuous improvement of the IFA's business.

Requirements:

Qualifications:

3year BCom degree in the following fields: Investment Management, Financial Planning, Business Management, Finance, Marketing, Education or Legal.
Honours degree is an advantage.
CFP or CFA is an advantage.

Experience:

3 to 5 years financial service industry experience, which must include investments.
1 to 3 years relevant industry related sales experience.
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.

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 longlasting, deep, and meaningful relationships with the IFA.
IFAs to move from nonactive 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.
Adviceled 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

Competencies