Momentum Vacancies
Momentum is a leading financial services provider in South Africa, offering comprehensive financial planning, product advice, and investment management services. With contracts with 122 product providers and a large team of financial advisers, Consult is dedicated to delivering top-notch financial solutions to high-net-worth individuals and businesses.
Head: Wealth Management
| Field | Details |
|---|---|
| Job Title | Head: Wealth Management |
| Position Type | Permanent |
| Role Family | Finance |
| Cluster | Consult by Momentum |
| Remote Opportunity | None of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Pretoria |
| Closing Date | 13 Nov 2024 |
| Reference Number | MMH240814-9 |
| Introduction | Consult is a leading financial services provider in South Africa, offering comprehensive financial planning, product advice, and investment management services. With contracts with 122 product providers and a large team of financial advisers, Consult is dedicated to delivering top-notch financial solutions to high-net-worth individuals and businesses. |
| Role Purpose | Assess clients’ financial situations, develop personalized investment strategies, and provide ongoing guidance to optimize their wealth. |
| Requirements | – Degree in Business Management/Investments/Finance/Economics or related (Master’s Degree preferred) – Postgraduate diploma in financial planning – Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation – 5-8 years in financial services, especially asset wealth management |
| Duties & Responsibilities | – Conduct client assessments and develop wealth management plans – Implement investment portfolios and provide financial planning guidance – Educate Financial Advisers and drive wealth strategies |
| How to Apply | Sign up before applying |
Senior Financial Advisor
| Field | Details |
|---|---|
| Job Title | Senior Financial Advisor |
| Position Type | Permanent |
| Role Family | Finance |
| Cluster | Consult by Momentum |
| Remote Opportunity | None of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Johannesburg |
| Closing Date | 13 Nov 2024 |
| Reference Number | MMH240814-10 |
| Introduction | Consult is a premier provider of financial services, focusing on wealth management, investment solutions, and financial planning for high-net-worth individuals. |
| Role Purpose | Provide comprehensive financial advice, manage investment portfolios, and develop personalized strategies for clients. |
| Requirements | – Degree in Finance, Economics, or related – Certified Financial Planner (CFP) – 5+ years experience in financial advisory roles |
| Duties & Responsibilities | – Offer strategic investment advice – Manage client portfolios – Conduct financial reviews and planning sessions |
| How to Apply | Apply here |
Investment Portfolio Manager
| Field | Details |
|---|---|
| Job Title | Investment Portfolio Manager |
| Position Type | Permanent |
| Role Family | Finance |
| Cluster | Consult by Momentum |
| Remote Opportunity | None of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Pretoria |
| Closing Date | 13 Nov 2024 |
| Reference Number | MMH240814-11 |
| Introduction | Specializes in providing bespoke investment solutions to meet client goals and objectives, focusing on creating and managing investment strategies. |
| Role Purpose | Develop and oversee investment portfolios to achieve financial objectives for clients. |
| Requirements | – Degree in Finance or Investments – CFA or equivalent – 5+ years in investment management |
| Duties & Responsibilities | – Create and manage investment strategies – Conduct market research and analysis – Communicate investment performance to clients |
| How to Apply | Apply now |
Wealth Management Consultant
| Field | Details |
|---|---|
| Job Title | Wealth Management Consultant |
| Position Type | Permanent |
| Role Family | Finance |
| Cluster | Consult by Momentum |
| Remote Opportunity | None of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Sandton |
| Closing Date | 13 Nov 2024 |
| Reference Number | MMH240814-12 |
| Introduction | A leading financial services provider offering tailored wealth management solutions to clients across South Africa. |
| Role Purpose | Develop and implement wealth management plans and investment strategies for clients. |
| Requirements | – Degree in Finance or related field – CFP or equivalent – Experience in wealth management |
| Duties & Responsibilities | – Develop financial plans – Implement investment strategies – Provide ongoing client support |
| How to Apply | Apply here |
Financial Planning Director
| Field | Details |
|---|---|
| Job Title | Financial Planning Director |
| Position Type | Permanent |
| Role Family | Finance |
| Cluster | Consult by Momentum |
| Remote Opportunity | None of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Johannesburg |
| Closing Date | 13 Nov 2024 |
| Reference Number | MMH240814-13 |
| Introduction | Consult is dedicated to providing advanced financial planning and investment strategies to high-net-worth clients and businesses. |
| Role Purpose | Oversee the financial planning division, ensuring the delivery of comprehensive financial strategies and advice. |
| Requirements | – Advanced degree in Finance or related field – CFP or CFA – 8+ years of experience in financial planning |
| Duties & Responsibilities | – Manage the financial planning team – Develop and implement financial strategies – Ensure high-quality client service |
| How to Apply | Sign up before applying |
Conclusion
The Momentum vacancies present a diverse range of opportunities within the financial sector, each tailored to individuals with specific expertise and experience in areas such as financial advisory, investment management, and wealth planning. The positions offer competitive roles in Johannesburg, Pretoria, and Sandton, emphasizing Momentum’s commitment to providing comprehensive financial solutions and exceptional client service. Interested candidates are encouraged to review the detailed requirements and responsibilities for each role and apply by the specified closing date of 13 Nov 2024.