Investment Specialist

1 day ago

Midrand, South Africa PSG Financial Services Full time

At PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As an Investment Specialist you'll have the chance to directly impact clients' financial futures by offering expert guidance and personalized investment strategies. Your responsibilities will include conducting thorough financial analyses, staying abreast of market trends, and recommending investment products that align with clients' goals and risk profiles.

**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

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 Type**: Permanent

**Education**:

- Bachelors (preferred)

**Experience**:

- Financial Services: 3 years (preferred)

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