Investment Consultant (Momentum)
Job Overview
- Job Title: Investment Consultant (Talent Pool)
- Company: Momentum
- Location: Bloemfontein, South Africa
- Job Type: Full-Time | Permanent (Future Opportunity)
- Experience Level: Mid to Senior Level
- Industry: Financial Services / Wealth & Investment Management
- Functional Area: Advisory / Investment Consulting / IFA Support
- Reference: MMH250917-8
- Posted: 2 days ago
Job Description
Momentum is building a Talent Pool for future Investment Consultant roles in Bloemfontein. The position focuses on forming strategic partnerships with Independent Financial Advisors (IFAs) to drive investment growth, provide advisory support, and deliver coaching that improves business performance.
The ideal candidate is a financial services professional with strong investment knowledge, excellent client relationship skills, and a consultative mindset. This is an opportunity to join a forward-thinking, digitally enabled environment that values long-term advisor partnerships.
Key Responsibilities
Client Relationship Management
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Build and maintain strong, lasting relationships with IFAs.
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Transition IFAs from passive to active brand advocates.
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Provide high-quality service and become the go-to investment consultant.
Strategic Enablement
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Act as a trusted business partner to IFAs, providing product and planning insights.
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Assist advisors in growing their businesses using Momentum’s tools and solutions.
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Analyse and understand each IFA panel’s risks, opportunities, and goals.
Coaching & Learning
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Deliver 1-on-1 coaching to IFAs, helping them navigate regulations and improve operations.
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Position Momentum as a thought leader and educational resource in the investment space.
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Regularly engage with IFAs to enhance their understanding of market conditions and product relevance.
Brand & Digital Engagement
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Represent Momentum’s brand and promote its digital-first approach.
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Contribute to business retention and asset growth.
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Leverage industry insights, competitor knowledge, and digital trends to add value.
Qualifications
Minimum:
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BCom Degree in Business Management, Investments, or a related field
Preferred:
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Honours Degree
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CFA and/or CFP certification
Experience
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3–5 years in the financial services industry, with direct investment exposure (essential)
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Proven track record in client relationship or IFA practice management
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Strong understanding of the South African and international investment landscape
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Familiarity with Fund Selection, DFM (Discretionary Fund Management), and Securities
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Momentum Investments experience is advantageous
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Tech-savvy and digitally fluent
Core Competencies
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Client-centric mindset with strong interpersonal skills
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Strategic thinking and advisory capability
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Coaching and development focus
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High integrity, innovation, and professionalism
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Excellent communication and presentation skills
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Strong regulatory awareness
Additional Notes
This role is part of a Talent Pool — shortlisted candidates will be contacted when a relevant vacancy arises. Momentum encourages applicants to verify the legitimacy of this posting via the official Momentum Careers Portal