Closing Date: 2024/08/31
Reference Number: MMH240823-1
Job Title: Investment Development Consultant
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location - Country: South Africa
Location - Province: Eastern Cape
Location - Town / City: Port Elizabeth
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 Development Consultant crafts passionate, self-starter, energetic and meaningful partnerships 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, first-class service, in-depth business analysis, and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in Business Management or Investments (essential)
- Honours degree is an advantage
- CFA and/or CFP is an advantage
Experience: - 1 to 3 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 Connection and Engagement: - Engage every targeted Investment IFA in a structured, professional, and effective manner.
- Ensure that any block to building a partnership is removed.
- Handle queries and provide feedback timeously.
- Understand the targeted IFA and the landscape in which we operate, including the competitor environment.
- Compile complete and accurate lists of IFAs to invite to marketing events, conferences, and summits.
- Represent the Brand with conviction and passion.
- Develop IFA retention strategies that encourage IFA to keep their books with us.
Enthuse through Brand, SME Service & Digital: - Forge long-lasting, deep, and meaningful relationships with the IFA through brand, service, digital, and relationships.
- Market the expertise we have in the IFA office to reinforce Momentum's presence in the market.
- Encourage IFAs to move from non-active supporters to active supporters.
- Show IFAs the best way to work with us.
Influence through Coaching and Learning: - Ensure that IFAs perceive Momentum as a good source of information.
- Coach every IFA through 1:1 coaching sessions and regular engagements.
- Understand the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
Enable through Partnership: - Understand the power of financial planning and advice and how our products can assist the IFA to grow.
- Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
Competencies: - Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing
- Self-awareness and insight
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