Junior Investment Specialist Waterfall, Johannesburg, Gauteng Permanent

17 hours ago

Johannesburg, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Junior Investment Specialist | Waterfall, Johannesburg, Gauteng | Permanent

**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**:

- 14 Aug 2025

**Reference Number**:

- POS37584

**Closing date**:

- 21-Aug-2025

**Position Type**:

- Permanent

**Location**:

- Waterfall Magwa Crescent

**Overview**:
**VACANCY | JUNIOR INVESTMENT SPECIALIST| 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.

**Responsibilities**:

- Managing enquiries on products, systems and services
- Support the administration and client service departments
- Take responsibility for admin correctness, adherence to service level agreements, accurate execution of business
- Provide training and support to distribution network on all systems, processes, services, products and key business initiatives.
- Maximise identified opportunities
- Provide reports on Sales team activity to management
- Technical sales activities - research, cost-, fund
- and portfolio analyses and comparisons
- Build and maintain internal stakeholder relationships - business focused
- Build and maintain external client relationships - adviser, assistant and client focused
- Brand building and networking
- Support with board and exco packs

**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
- Business writing and speaking skills in English
- 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
- Building Relationships and networking
- Analytical thinking
- Sales Competencies
- Time management
- Analytical thinker
- Resilience
- Problem solving
- Listening skills
- High organisational skills

**How to apply**:

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