Investment Consultant - Durban

Closing Date: 2025/02/22

Reference Number: MMH241119-10

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 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.

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:

Experience and Qualifications:

Qualifications:

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

1. 3 to 5 years' financial service industry experience - must include investments (essential)
2. Experience in Momentum Investments is an advantage
3. Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM, and Securities.
4. A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
5. Technology Savvy

1. Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
2. Ensure long-lasting, deep, and meaningful relationships with the IFA.
3. IFAs to move from non-active supporters to active supporters, to ambassadors.
4. Connection to the brand and digital way of work.
5. Production/Business retention & growth of assets.

1. Momentum is seen as the business partner of choice.
2. SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
3. Advice-led coaching competence of the IFA.
4. Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.

1. IFA having the perception that Momentum are thought leaders. Good source of information.
2. Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
3. Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
4. Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.

1. Leading change and innovation
2. Diversity and inclusiveness
3. Drive for results
4. Ability to drive and influence IFA commitment
5. Collaboration
6. Impact and influence
7. Growing talent
8. Self-awareness and insight