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. Qualifications 3‑year BCom degree in Business Management or Investments (essential) Honours degree is an advantage CFA and/or CFP is an advantage Experience 3 to 5 years of 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 South Africa 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. Duties and Responsibilities Enthuse through Brand, SME Service & Digital Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, and critical moments of truth used. Ensure long‑lasting, deep, and meaningful relationships with the IFA. Help IFAs move from non‑active supporters to active supporters, to ambassadors. Connect to the brand and digital way of work. Produce 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. Deliver 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 should perceive Momentum as a thought leader and a good source of information. The Investment Consultant will coach every IFA they look after through one‑to‑one coaching sessions and regular engagements. The Investment Consultant will clearly understand the impact of regulation on the IFA practice. Other Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings. #J-18808-Ljbffr