Metropolitan | Investment Development Consultant (Polokwane)


Closing Date2023/05/05
Reference NumberMMH230228-6
Job TitleInvestment Development Consultant (Polokwane)
Position TypePermanent
Role FamilySales
ClusterMomentum Distribution Services
Remote OpportunityNone of the time
Location – CountrySouth Africa
Location – ProvinceLimpopo
Location – Town / CityPolokwane

RequirementsExperience and 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
• 1 to 3 years’ financial service industry experience – must include investments (essential) 
• Experience in Momentum Investments is an advantage
• Strong information of the assets and resources administration manufacturing in SA and worldwide
markets containing but not restricted to Fund Selection, DFM and Securities.
• A substantiated record of performance in favorably handling customers and/or IFAs in a practice administration
atmosphere is an benefit.
• Technology Savvy

Duties & Responsibilities
Connection and Engagement
• Engage each address Investment IFA in a organized, professional, and direct way.
• Ensure that some block to construction a participation is detached
• Queries controlled and response likely timeously
• The Investment Development Consultant must appreciate the address IFA that we are concentrating
on. Understand the countryside at which point we run, the rival surroundings, containing but not
restricted to assemble complete and correct lists of IFAs to persuade to Marketing occurrences, Conferences and Summits and guide groups, new friend controversies.
• The Investment Development Consultant must be excited about and show the Brand accompanying
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