Investment Specialist Waterfall, Johannesburg

**Designation**:

Investment Specialist | Waterfall, Johannesburg | 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**:

27 Nov 2024

**Reference Number**:

POS01789

**Closing date**:

16-Dec-2024

**Position Type**:

Permanent

**Location**:

Waterfall Magwa Crescent

**Overview**:
**VACANCY | INVESTMENT SPECIALIST | WATERFALL, JOHANNESBURG | 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.

**Job description**:
To provide assistance to the Short-term Insurance Adviser. The position will focus on personal and commercial lines business.

**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

**Minimum Requirements**:

- 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 5 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

**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**: