Investment Specialist Waterfall, Gauteng

**Designation**:

Investment Specialist | Waterfall, Gauteng

**Category**:

Actuarial

**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

PSG Financial Services

**Posted on**:

11 Aug 2023

**Reference Number**:

PSG-WEALTH-VAC0060

**Closing date**:

11 Sep 2023

**Position Type**:

Permanent

**Location**:

Waterfall Magwa Cres

**Overview**:
**VACANCY | INVESTMENT SPECIALIST | WATERFALL, GAUTENG | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

***Responsibilities**:

- Meet sales targets on PSG Wealth products and platform - including PSG Multi-Manager, PSG Asset Management and PSG Platforms
- Ensure number and quality of sales activity are attained - minimum of 3 visits per day
- Build and maintain internal stakeholder relationships - business focused
- Build and maintain external client relationships - adviser, assistant and client focused
- Manage and drive flows and revenue - retain existing assets, increase net new assets
- Support the administration and client service departments
- Manage and drive client and adviser events in the region
- Provide training and support to distribution network on all systems, processes, services, products and key business initiatives.
- Increase and/or maintain sales activity - including events, training, office visits
- Drive new business and ensure retention of existing business
- Monitoring feasibility of new business
- Brand building and networking
- Grow net flows to products and platforms
- Managing enquiries on products, systems and services
- Maximise identified opportunities
- Provide reports on activity to management
- Take responsibility for admin correctness, adherence to service level agreements, accurate execution of business
- Develop business/sales plan and strategy
- Follow up on leads, opportunities identified and key business initiatives
- Take responsibility for client presentations and proposals
- Technical sales activities - research, cost-, fund
- and portfolio analyses and comparisons
- Create marketing and sales collateral
- Give strategic input to management - adviser panel, trends, system-, product-, and service development and enhancement
- Show value to the business - bring new ideas and turn into action

**Qualifications** **and** **Experience**:

- A completed undergraduate Degree is essential (Finance/Investment Management/Economics, etc.)
- Post-Graduate Diploma in Financial Planning (CFP®) or studying towards an advantage
- A minimum of 3 years´ relevant experience in in financial planning and/or wealth management distribution
- Bilingual in English and Afrikaans highly advantageous
- Solid competency with the Microsoft Office suite with strong Excel skills

**Skills** **and** **Competencies**:

- Systems and processes knowledge
- Industry, policy and regulatory environment knowledge
- Strong sense of accountability
- Liaison and negotiation skills
- Accuracy and analytical thinking
- Passion and energy
- Time management
- Analytical thinker
- Resilience
- Problem solver
- High organisational skills

**How to apply**: