Closing Date2023/03/21Reference NumberMMH230308-9Job TitleInvestment Development Consultant (Mbombela)Position TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceMpumalangaLocation - Town / CityMbombelaIntroduction
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 Development Consultant uses innovative engagement and influence techniques to
market Momentum Investments to IFAs that have potential to do business with us. They identify, cultivate,
and grow this potential into fully functioning Investment panels.
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 & 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
• Queries handled and feedback given timeously
• The Investment Development Consultant must understand the targeted IFA that we are focusing
on. Understand the landscape in which we operate, the competitor environment, including but not
limited to compile complete and accurate lists of IFAs to invite to Marketing events, Conferences and
Summits and targeted groups, new partner discussions.
• The Investment Development Consultant must be passionate and represent the Brand with
conviction
• Develop IFA retention strategies that focus on engagements that encourage IFA 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 & Relationships
• Market the level of expertise we have in the IFA office bringing energy to reinforce Momentum
presence in the market.
• IFAs to move from non-active supporters to active supporters to ambassadors.
• Connection to the Brand and Digital way of work
• Showing IFA’s the best way to work with us
Influence through coaching and learning
• Ensure that IFA has the perception that Momentum are thought leaders. Good source of
information.
• Investment Development Consultant will coach every IFA that they look after through 1:1 coaching
sessions and regular engagements
• Investment Development 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
Enable through partnership:
• Ensure that IFA has the perception that Momentum are thought leaders. Good source of
information.
• Understand 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 very good understanding of the strengths, vulnerabilities, risks, and opportunities of the
panel they support the RGM in his or her planning and thinkin
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
