Job Description

Closing Date 2025/02/27
Reference Number MMH250220-15
Job Title Regional Manager: Momentum Wealth International
Position Type Permanent
Role Family Operations
Cluster Momentum Investments
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Cape Town
IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeResponsible for the positioning, marketing support and implementation of the Momentum Wealth International Value Proposition in the respective distribution Channels and provide technical support, investment marketing and specialist support in the field in order to promote and grow the Momentum Wealth International proposition across Channels.
Requirements

• Relevant business degree.
• CFP preferred.
• 3-5 years' experience in a financial advisory role.
• 5-8 years' relevant experience within a financial services environment.
• Expert knowledge of international financial markets, economics, politics product offerings and pricing.
• Knowledge of the financial services, investment and wealth management.
• Knowledge of local financial markets, economics and politics.
• Knowledge of financial instruments, local product offerings and pricing.

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Duties & ResponsibilitiesRelationship Management

• Develop and implement plans in accordance with overall objective and strategy to increase use of international investing. Keep abreast of trends, legislation and best practices within the financial or investment field to optimise service offering.
• Develop and implement approaches to identify and develop new business opportunities in existing and under penetrated markets.
• Facilitate initiatives aimed at equipping Financial Advisors/Planners to identify and meet clients' need and improve client engagement.
• Drive and initiate the international regional strategy through guiding, advising, coaching and enabling Business consultants and Practice consultants (Momentum Financial planning).
• Provide subject matter expertise to promote and grow the Momentum Wealth International proposition across Channels.
• Provide subject matter expertise on international funds and investment vehicles.
• Gather competitive intelligence and new product ideas from the industry environment and share market insights with management team.
• Licensed to give financial advice on the Momentum Wealth International product offering.

Competencies

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Group