Investment Consultant - Durban

Closing Date : / 02 / 22
Reference Number : MMH-10
Job Title : Investment Consultant - Durban
Position Type : Permanent
Role Family : Sales
Cluster : Momentum Distribution Services
Remote Opportunity : Some of the time
Location - Country : South Africa
Location - Province : KwaZulu-Natal
Location - Town / City : Umhlanga

Introduction:
Momentum, a financial services provider of choice, 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.
Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

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 engagement (diversity), first-class service, in-depth business analysis, and continuous improvement of the IFA's business.

Requirements:

1. Qualifications:
   3-year BCom degree in Business Management, Investments (essential)
   Honours degree is an advantage
   CFA and/or CFP is an advantage
2. 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:

1. 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 long-lasting, deep, and meaningful relationships with the IFA. IFAs to move from non-active supporters to active supporters, to ambassadors. Connection to the brand and digital way of work.
2. Production / Business retention & growth of assets.
3. 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. Advice-led coaching competence of the IFA. Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
4. 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:
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