Ppic Manager (Automotive Stamping)

Hlabahlosile; Pretoria; On-site; ZAR 900 000 - 1 200 000; Full time

Job summary

A leading financial services firm in Pretoria is looking for a Service Account Manager to enhance client relationships and drive digital adoption. The candidate should bring extensive experience in investment services and strong problem-solving skills. Responsibilities include delivering exceptional service and managing complex inquiries. This role emphasizes teamwork and a commitment to client satisfaction.

Qualifications

• 3 to 5 years of practical experience in a similar investment service environment.
• 10+ years of experience in the investment, insurance, and financial services sector.
• Proven key account management experience with a dedicated client portfolio.

Responsibilities

• Build trusting relationships with Financial Advisers.
• Deliver exceptional client-centric service.
• Handle inquiries and process client instructions.

Skills

Client relationship management

Problem-solving

Communication

Digital service delivery

Financial product knowledge

Education

Bachelor of Commerce (Finance/Investments)

Tools

Microsoft Office

Job description

Ppic Manager Automotive Stamping – Pretoria

Showing 3 Ppic Manager Automotive Stamping jobs in Pretoria

Service Account Manager

Centurion, Gauteng R900000 - R1200000 Momentum

Posted today

Job Description

Through our client-facing brands and our other specialist brands, Momentum 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 Purpose

As a Service Account Manager (SAM) at Momentum Wealth Specialised Investments (SI), you will serve as a brand ambassador to our top Financial Advisers. Your primary focus is to drive client loyalty and satisfaction by delivering consistent, world-class service. You will foster relationships, champion digital adoption and manage enquiries, instructions and complex product queries while maintaining high service standards.

Key Responsibilities

• Build and nurture strong, trusting relationships with a portfolio of Financial Advisers and their administrative teams.
• Deliver exceptional, client‑centric service and consistently exceed service‑level expectations.
• Promote and increase the use of Momentum Wealth digital offerings across Advisers, their offices and Channel Partners.
• Handle inquiries and process client instructions across multiple channels in a fast‑paced environment.
• Ensure accurate, timely processing of non‑digital client instructions in line with defined processes.
• Resolve complex queries related to Wealth products, applying strong problem‑solving skills.

Requirements

• 3 to 5 years of practical experience within Momentum Investments or a similar investment service environment.
• 10+ years of experience in the broader Investment, Insurance, and Financial Services sector.
• Proven key account management experience with a dedicated client portfolio.
• In‑depth knowledge of financial products (unit trusts, ETFs, structured products, personal share portfolios, living annuities and retirement annuities). Knowledge of Momentum Wealth product portfolio is a plus.
• Strong understanding of financial services industry trends, regulatory frameworks and compliance procedures.
• Excellent communication, relationship management and problem‑resolution skills.
• Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook, Teams).

Digital Skills

• Knowledge and practical use of digital service delivery tools.
• Tech‑savvy with troubleshooting ability and a proactive approach to digital adoption.

Regulatory & Compliance

• Familiarity with POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, FAIS and other relevant legislation.
• Experience managing complaints and escalating issues in a compliant manner.

Educational Background

• Grade 12 certificate – mandatory.
• Bachelor of Commerce (Finance/Investments) or relevant tertiary qualification – advantageous.

Learning Agility & Computer Literacy

• Demonstrated ability to learn new systems and processes quickly.
• Advanced dual‑screen navigation, typing skills and proficiency with Microsoft Office suite.

Duties & Responsibilities (Summary)

• Provide world‑class customer service in all interactions.
• Engage proactively with Advisers, admin staff and Channel Partners.
• Process client instructions accurately on the first attempt, meeting service‑level targets.
• Support digital adoption and troubleshoot technical issues.
• Maintain client confidentiality and adhere to all regulatory and compliance procedures.
• Collaborate with the broader SI service team and contribute to service‑excellence initiatives.
• Own target achievement for productivity, quality and client satisfaction.
• Commit to continuous personal development and knowledge enhancement.

Values & Behaviour

• Exhibit Momentum Group values: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.
• Demonstrate a genuine passion for service, a positive “will‑do” attitude and strong teamwork skills.
• Maintain resilience, adaptability and ethical conduct in all professional dealings.