Role Purpose
The Investment Development 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
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: - 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 and 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 that we are focusing on and the landscape in which we operate, including compiling complete and accurate lists of IFAs to invite to marketing events, conferences, and summits.
- Represent the Brand with conviction.
- Develop IFA retention strategies that focus on engagements encouraging IFAs to keep their books with us.
Enthuse through Brand, SME Service & Digital: - Ensure long-lasting, deep, and meaningful relationships with the IFA are forged through brand, service, digital, and relationships.
- Market the level of expertise we have in the IFA office, bringing energy 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.
- 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.
Enable Through Partnership: - Understand the power of financial planning and advice, and how our products can assist the IFA to grow.
- Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support in planning and thinking.
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