Wealth Adviser Assistant

**Wealth Adviser Assistant**

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**:

- Administration
- Client Relationship Management
- Investment analysis and proposal
- Gather Policy information
- Compile a summary of information
- Research product information
- Prepare and implement investment proposals
- Calculate tax/legal implications of investments
- Cash flow and performance calculations
- Pre-Retirement planning calculations
- Handle and solve client enquiries
- Diary management
- Report new business statistics
- Prepare investment review appointments
- Train and mentor new employees
- Keep track of assets under management
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements

Minimum requirements:

- Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
- 3 year’s relevant work experience within the financial industry with policy, systems and financial product knowledge
- Proficient in both spoken and written English and at least one other of the official South African languages
- Proficient in MS Office (Excel, Word, Outlook)

Competencies:

- Analytical thinking
- Attention to detail
- Communication skills
- Team-player

Ability to commute/relocate:

- Newlands, Western Cape: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelors (required)

**Experience**:

- Financial Services: 1 year (required)

Application Deadline: 2023/03/20