Talent Pool: Investment Consultant; Bloem MMH

Position: Talent Pool: Investment Consultant (Bloem) MMH250917-8

Role Purpose

Join our talent pool to stay connected. We proactively identify and keep qualified candidates ready for future job openings. 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

• 3‑year BCom degree in 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 investment and wealth‑management industry in South Africa and internationally, 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 and Responsibilities Enthuse through Brand, SME Service & Digital

• Understand our target audience, their operating landscape, competitor influences, events that will enthuse, and critical moments of truth used
• Ensure long‑lasting, deep, and meaningful relationships with the IFA
• Help IFAs transition from non‑active supporters to active supporters and ambassadors
• Connect to the brand and digital way of work
• Drive production, business retention and growth of assets

Enable and empower through partnership

• Position Momentum as the business partner of choice
• Help the IFA understand the power of financial planning and advice and how our products can assist them to grow
• Provide advice‑led coaching competence to the IFA
• Understand the strengths, vulnerabilities, risks and opportunities of the panel they support

Influence through coaching and learning

• Promote Momentum as a thought leader – a good source of information for IFAs
• Coaching each IFA through 1:1 sessions and regular engagements
• Have a clear understanding of the impact of regulation on the IFA practice
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

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