Role Purpose\u00a0\u00a0 \u00a0<\/p>\n
\tThe 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.<\/p>\n
Requirements\u00a0\u00a0 \u00a0
\nQualifications:<\/p>\n
\t3-year BCom degree in the following fields: Business Management, Investments (essential)
\n\tHonours degree is an advantage
\n\tCFA and\/or CFP is an advantage<\/p>\n
Experience:<\/p>\n
\t1 to 3 years\u2019 financial service industry experience – must include investments (essential)
\n\tExperience in Momentum Investments is an advantage
\n\tStrong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
\n\tA proven track record in successfully dealing with clients and\/or IFAs in a practice management \u00a0environment is an advantage.<\/p>\n
Technology Savvy
\nDuties & Responsibilities\u00a0\u00a0 \u00a0
\nConnection and Engagement<\/p>\n
\tEngage every targeted Investment IFA in a structured, professional, and effective manner.
\n\tEnsure that any block to building a partnership is removed
\n\tQueries handled and feedback given timeously
\n\tThe Investment Development Consultant must understand the targeted IFA that we are focusing \u00a0on.
\n\tUnderstand the landscape in which we operate, the competitor environment, including but not \u00a0limited to compile complete and accurate lists of IFAs to invite to Marketing events, Conferences and Summits and targeted groups, new partner discussions.
\n\tThe Investment Development Consultant must be passionate and represent the Brand with \u00a0conviction
\n\tDevelop IFA retention strategies that focus on engagements that encourage IFA to keep their \u00a0books with us.<\/p>\n
Enthuse through Brand, SME Service & Digital<\/p>\n
\tEnsure long-lasting, deep, and meaningful relationships with the IFA are forged through brand, Service, Digital & Relationships
\n\tMarket the level of expertise we have in the IFA office bringing energy to reinforce Momentum presence in the market.
\n\tIFAs to move from non-active supporters to active supporters to ambassadors.
\n\tConnection to the Brand and Digital way of work
\n\tShowing IFA\u2019s the best way to work with us<\/p>\n
Influence through coaching and learning<\/p>\n
\tEnsure that IFA has the perception that Momentum are thought leaders. Good source of information.
\n\tInvestment Development Consultant will coach every IFA that they look after through 1:1 coaching \u00a0sessions and regular engagements
\n\tInvestment Development Consultant will have a very clear understanding of the impact of \u00a0regulation on the IFA practice.
\n\tBe accountable, innovative, excellent, honest, diverse, and influential in your business dealings<\/p>\n
Enable through partnership:<\/p>\n
\tEnsure that IFA has the perception that Momentum are thought leaders. Good source of \u00a0information.
\n\tUnderstand the power of financial planning and advice and how our products can assist the IFA to \u00a0grow. Advice led Coaching competence of the IFA
\n\tHave a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support the RGM in his or her planning and thinking<\/p>\n
Competencies\u00a0\u00a0 \u00a0<\/p>\n
\tCompetencies Required
\n\tLeading change and innovation
\n\tDiversity and inclusiveness
\n\tDrive for results
\n\tAbility to drive and influence IFA commitment
\n\tCollaboration
\n\tImpact and influence
\n\tGrowing talent.
\n\tSelf-awareness and insight<\/p>\n
Deadline:14th October,2025<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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