Talent Pool: Investment Consultant

About

Description

The Investment Consultant will be responsible for building and maintaining long-term partnerships with Independent Financial Advisors (IFAs) by providing expert investment knowledge, practice management support, and tailored coaching. The role focuses on driving business growth, ensuring client retention, and positioning Momentum as the preferred partner for wealth creation and investment solutions.

Responsibilities

• 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

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

Application instructions:

• Apply Now