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Investment Service Representative
1 week ago
We are looking for a talented Investment Service Representative to join our team at Momentum Wealth Specialised Investments. The successful candidate will be responsible for providing exceptional customer service and ensuring seamless interactions with clients.
Main Responsibilities:
- Deliver positive, professional customer service in every interaction.
- Maintain a differentiated client experience even in pressurized environments.
- Compose personalised responses tailored to diverse client needs.
- Uphold client confidentiality in all interactions and processes.
Skill Requirements:
- A minimum of 3 to 5 years of practical experience within the Momentum Investments service area.
- At least 10 years of practical experience within the broader Investment, Insurance, and Financial Services industry.
- Proven experience in an investment service environment where you were directly linked to a key account portfolio.
- In-depth understanding of the financial services industry, including current trends and challenges.
- Comprehensive knowledge of various investment products and their features.
