Wealth Adviser Mbombela

1 week ago

Nelspruit, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Wealth Adviser | Mbombela (Nelspruit), Mpumalanga | Permanent

**Category**:

- Advisers

**Job Level**:

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

**Posted by**:

- PSG Financial Services

**Posted on**:

- 13 May 2025

**Reference Number**:

- POS01722

**Closing date**:

- 19-May-2025

**Position Type**:

- Permanent

**Location**:

- Nelspruit

**Overview**:
**VACANCY | WEALTH ADVISER | MBOMBELA (NELSPRUIT), MPUMALANGA | 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**:
This is an opportunity for a dynamic Wealth Adviser to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.

**Responsibilities**:

- Financial advice and planning
- Handle and solve client enquiries
- Client portfolio management - Office: About R3.2 billion portfolios under administration
- Business maintenance and development

**Minimum Requirements**:

- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- CFP® Qualification
- Regulatory Exam (RE5) for Representatives passed
- 2-5 experience in a financial service environment
- Existing client portfolio (approximately 200 clients)
- Computer literacy (MS Office)
- Valid driver’s license and own vehicle

**Competencies required**:

- Analytical thinking
- Customer Service
- Presentation skills
- Analytical skills

**How to apply**:

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