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
Experience and Qualifications: Qualifications:
3-year 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 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
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.
Advice-led 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
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