Investment Consultant - Bloemfontein MMH240503-7

Updated: May 08, 2024 02:14 PM GMT

Momentum

Bloemfontein

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... More Detail