Investment Consultant - Cape Town

Closing Date 2025/04/08

Reference Number MMH240606-7

Job Title Investment Consultant - Cape Town

Position Type Permanent

Role Family Sales

Cluster Momentum Distribution Services

Remote Opportunity Some of the time

Location - Country South Africa

Location - Province Gauteng

Location - Town / City Cape Town

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 engager (diversity), first-class service, in-depth business analysis and continuous

improvement of the IFA's business.

Requirements

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