Talent Pool: Investment Consultant (Port Elizabeth) Momentum

Talent Pool: Investment Consultant (Port Elizabeth)
Details
Closing Date
2025/11/28
Reference Number
MMH250416-22
Job Title Talent Pool: Investment Consultant (Port Elizabeth)
Position Type Permanent
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Eastern Cape
Location – Town / City Port Elizabeth/Gqeberha

Introduction
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.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose
The Investment 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 engager (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:

3 to 5 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

Enthuse through Brand, SME Service & Digital

Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
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

Enable and empower through partnership

Momentum is seen as the business partner of choice
SIC understands 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 good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.

Influence through coaching and learning

IFA having the perception that Momentum are thought leaders. Good source of information.
Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
Investment Consultant will have a very clear understanding of the impact of regulation on the IFApractice.
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

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

Important:
Our sole purpose is to share new jobs in South Africa with our readers that seek employment. The job shown on this page, belongs to the Company as seen on the listing.

Talent Pool: Investment Consultant (Port Elizabeth)
Momentum
2025/11/28