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- Create and maintain professional relationships with targeted IFAs.
- Understand the landscape, competitor environment, and compile accurate lists of IFAs for marketing events and conferences.
- Develop IFA retention strategies to encourage them to keep their books with Momentum.
- 3-year BCom degree in Business Management or Investments.
- Honours degree an advantage; CFA and/or CFP also an advantage.
- 1-3 years' financial service industry experience, including investments.
- Experience in Momentum Investments an advantage; strong knowledge of SA and international markets essential.
- 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
Investment Development Consultant - Polokwane - Momentum Distribution Services

4 weeks ago

Description
Momentum is a financial services provider committed to wealth creation and preservation, insurance, and income protection for all clients. We achieve this through our understanding of the retail insurance, savings, and investment markets in South Africa.Job Title: Investment Development Consultant
Momentum's Investment Development Consultant crafts and sustains meaningful partnerships with independent financial advisers (IFAs) to promote Momentum solutions, assisting their business growth and achieving sales targets.
Key Responsibilities:
Requirements:
Competencies:
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