Offer summary

Qualifications:

Bachelor's degree in Finance, Business, or a related field is preferred., Strong analytical and problem-solving skills are essential., Excellent communication and interpersonal skills are required., Ability to work independently and as part of a team..

Key responsibilities:

Assist senior financial advisors in preparing financial plans for clients.

Conduct market research to identify potential investment opportunities.

Meet with clients to discuss their financial goals and provide advice.

Prepare reports and presentations for client meetings.

Momentum Group Limited (Momentum Group), previously Momentum Metropolitan Holdings Limited, is a significant player in South Africa's life insurance and integrated financial services sectors. We are a proud Level 1 B-BBEE South African-based group dedicated to building and protecting our clients' financial dreams. Our client-facing retail and specialist brands, including renowned names such as Momentum, Metropolitan, Guardrisk, and Eris Properties, play a pivotal role in fulfilling this purpose. Our federated model emphasises empowerment, accountability, and continuous engagement with all our stakeholders. Designed in close consultation with leaders across the group, this operating model aims to unleash each business unit's inherent energy and commercial drive through our collaborative federated approach. We are distinguished by our ethos as a business with heart, ensuring genuine care and integrity in every interaction with clients, stakeholders, and communities stakeholders, and communities.

Required profile