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Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
Read more about this company
Role Purpose
- The Investment Development Consultant uses innovative engagement and influence techniques to market MomentumInvestments to IFAs that have potential to do business with us. They identify, cultivate, and grow this potential into fully functioning Investment panels.
Requirements
Experience and Qualifications:
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:
- 1 to 3 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
Connection and Engagement
- Engage every targeted Investment IFA in a structured, professional, and effective manner.
- Ensure that any block to building a partnership is removed
- 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.
- The Investment Development Consultant must be passionate and represent the Brand with conviction
- Develop IFA retention strategies that focus on engagements that encourage IFA to keep their books with us
Enthuse through Brand, SME Service & Digital
- Ensure long-lasting, deep, and meaningful relationships with the IFA are forged through brand, Service, Digital & Relationships
- Market the level of expertise we have in the IFA office bringing energy to reinforce Momentum presence in the market.
- IFAs to move from non-active supporters to active supporters to ambassadors.
- Connection to the Brand and Digital way of work
- Showing IFA’s the best way to work with us
Influence through coaching and learning
- Ensure that IFA has the perception that Momentum are thought leaders. Good source of information.
- Investment Development Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
- Investment Development Consultant will have a very clear understanding of the impact of regulation on the IFA practice
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable through partnership:
- Ensure that IFA has the perception that Momentum are thought leaders. Good source of information.
- Understand 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 very good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support the RGM in his or her planning and thinking
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
Closing Date: 2023/05/01
go to method of application »
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
Experience and Qualifications:
Qualifications:
- 3-year BCom degree in the following fields: Business Management, Investments
- Honours degree is an advantage
- CFA and/or CFP is an advantage
Experience:
- 3 to 5 years' financial service industry experience - must include investments
- 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
- Responsibilities and Work outputs
- 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 IFA practice.
- 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
Closing Date: 2023/05/01
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.
Requirements
- 1-2 years’ experience in a financial advice rendering role (essential)
- 1-3 years’ experience in the financial services industry (desirable)
- Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
- Certificate of proficiency in Insurance or equivalent qualification
- Relevant legislative/regulatory exams or qualifications
- Specific licensing or registration
- Certified Financial Planner (CFP) or equivalent registration
- Interpersonal skills
- Communication skills
- Planning skills Influencing skills
- Knowledge of the financial services industry
- Knowledge of relevant legislation
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client & required financial needs by conducting affordability analysis in order to achieve clients & required financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client & rsquos financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
- Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
- Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Conveying Self Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
- Thinking Positively: Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
- Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimizes risks by sticking to processes.
Closing Date
2023/04/30
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.
Requirements
- 1-2 years’ experience in a financial advice rendering role (essential)
- 1-3 years’ experience in the financial services industry (desirable)
- Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
- Certificate of proficiency in Insurance or equivalent qualification
- Relevant legislative/regulatory exams or qualifications
- Specific licensing or registration
- Certified Financial Planner (CFP) or equivalent registration
- Interpersonal skills
- Communication skills
- Planning skills Influencing skills
- Knowledge of the financial services industry
- Knowledge of relevant legislation
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client & required financial needs by conducting affordability analysis in order to achieve clients & required financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client & rsquos financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
- Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
- Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Conveying Self Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
- Thinking Positively: Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
- Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimizes risks by sticking to processes.
Closing Date
2023/04/30
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.
Requirements
- 1-2 years’ experience in a financial advice rendering role (essential)
- 1-3 years’ experience in the financial services industry (desirable)
- Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
- Certificate of proficiency in Insurance or equivalent qualification
- Relevant legislative/regulatory exams or qualifications
- Specific licensing or registration
- Certified Financial Planner (CFP) or equivalent registration
- Interpersonal skills
- Communication skills
- Planning skills Influencing skills
- Knowledge of the financial services industry
- Knowledge of relevant legislation
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client & required financial needs by conducting affordability analysis in order to achieve clients & required financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client & rsquos financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
- Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
- Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Conveying Self Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
- Thinking Positively: Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
- Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimizes risks by sticking to processes.
Closing Date
2023/04/30
Method of Application
Use the link(s) below to apply on company website.
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Gmail
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