Wealth Adviser Assistant newlands, Western Cape

2 weeks ago


Constantia, South Africa PSG Konsult Ltd. Full time

**Designation**:

Wealth Adviser Assistant |Newlands, Western Cape

**Category**:

Administration and Operations

**Job Level**:

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

**Posted by**:

PSG Konsult

**Posted on**:

08 Mar 2023

**Reference Number**:

PSG-DW-VAC0146

**Closing date**:

22 Mar 2023

**Position Type**:

Permanent

**Location**:

Constantia

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | NEWLANDS, WESTERN CAPE | 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**:

- 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

**How to apply**:



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