2025-04-15

Job Description:

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.

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Job Responsibilities:

• Market the level of expertise we have in the IFA office bringing energy to reinforce Momentum presence in the market.
• Develop IFA retention strategies that focus on engagements that encourage IFA to keep their books with us.
• The Investment Development Consultant must be passionate and represent the Brand with conviction
• Ensure that any block to building a partnership is removed
• Engage every targeted Investment IFA in a structured, professional, and effective manner.
• Ensure long-lasting, deep, and meaningful relationships with the IFA are forged through brand, Service, Digital & Relationships.
• 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.

Job Requirements:

• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
• CFA and/or CFP is an advantage
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• 3-year BCom degree in the following fields: Business Management, Investments (essential)
• Experience in Momentum Investments is an advantage
• 1 to 3 years’ financial service industry experience – must include investments (essential)
• Honours degree is an advantage

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Pretoria, Gauteng, SA

Application Deadline: N/A

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Apply Here

Vacanciesspot.com