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Investment Specialist
4 weeks ago
**Designation**:
- Investment Specialist (Direct Sales) | Waterfall, Johannesburg, Gauteng | Permenent
**Category**:
- Administration and Operations
**Job Level**:
- Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
**Posted by**:
- PSG Financial Services
**Posted on**:
- 18 Mar 2024
**Reference Number**:
- POS05116
**Closing date**:
- 24-Mar-2025
**Position Type**:
- Permanent
**Location**:
- Waterfall Magwa Cres
**Overview**:
**VACANCY | INVESTMENT SPECIALIST (DIRECT SALES) | WATERFALL, JOHANNESBURG, 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.
**Description**:
**Responsibilities**:
- Prospecting for new clients/referrals
- Responding timeously to online queries and providing support
- Ensuring that all administration is up to date and completed accurately and timeously
- Collate information and provide reports as and when required
- Provide post
- sales relationship support to clients
- Assist colleagues within the team and ensure that knowledge is shared
- Stay up to date with product information and attend training as and when required
**Minimum requirements**:
- A completed undergraduate Degree is essential (Finance/Investment Management etc.)
- Post-Grad Diploma in Financial Planning (CFP®) or studying towards required
- A minimum of 2 years’ relevant experience with solid PSG product/fund knowledge
- Bilingual in English and Afrikaans highly advantageous
- Solid competency with the Microsoft Office suite with strong Excel skills
**Skills/ Competencies**:
- System knowledge
- Policy knowledge
- Strong sense of accountability
- Liaison and negotiation skills
- Accuracy
- Passion
- Time management
- Analytical thinker
- Resilience
- Problem solver
- High organizational skills
**How to apply**:
