Investment Consultant - Johannesburg, South Africa - Momentum Distribution Services

Momentum Distribution Services

Verified Company

Johannesburg, South Africa

5 days ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

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 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:

3year 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 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