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Client Loyalty Manager

1 week ago

Centurion, Gauteng, South Africa Momentum Investments Full time
Job Overview

We are seeking a highly skilled Client Loyalty Manager to join our team at Momentum Wealth Specialised Investments. The successful candidate will play a pivotal role in representing our brand to esteemed Financial Advisers and fostering client loyalty.

Main Responsibilities:

  • Foster client loyalty and maximise satisfaction through consistent delivery of high-quality services.
  • 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.

Key Qualifications:

  • A minimum of a Grade 12 certificate is non-negotiable.
  • A Bachelor of Commerce in Finance/Investments or related degree is advantageous.

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.