Assistant Wealth Adviser: Securities Lynnwood, Pretoria Permanent

2 weeks ago

Pretoria, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Assistant Wealth Adviser: Securities | Lynnwood, Pretoria | 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**:

- 04 Jul 2025

**Reference Number**:

- POS38502

**Closing date**:

- 15-Jul-2025

**Position Type**:

- Permanent

**Location**:

- Pretoria Oos/Pretoria East

**Overview**:
**VACANCY | ASSISTANT WEALTH ADVISER: SECURITIES | LYNWOOD, PRETORIA EAST, GAUTENG | PERMANENT**

PSG’s 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 to join a well-established office and join the equity research and trading team in an administrative position. We require a recently qualified individual to participate in our approach to develop into a Wealth Manager with a specialization in equity securities. During this time you will provide administrative support to existing team members, assist with data collection for equity research and provide portfolio performance feedback reports.

**Responsibilities**:

- Administrative support to the trading team
- Data collection for equity research reports. Should be comfortable with a Bloomberg terminal, Iress as well as Mornigstar to compile the necessary data to be used in equity research.
- MS Excel skills are essential as a large part of the program will require modelling and screening on excel. Administrative functions also requires the analysis and interpretation of large data sets.
- Assist with the performance reporting of client portfolios.
- Analysis of company results. You will receive a set of companies that you are required to cover both locally and offshore. A strong accounting background is an advantage.
- Customer Service
- Team management
- Administration
- Client Relationship Management
- Handling and solving of client enquiries
- Diary management

**Minimum Requirements**:

- BCom (Finance / Business Finance / Investments / Financial Planning / Accounting / Financial Sciences or Investment Management or BCom (Economics)
- Proficient in both spoken and written English, and at least one other of the official South African languages
- RE5 exam (Advantageous)
- Completed JSE Registered Traders Exam complete (Advantageous)
- Computer literacy (MS Office)
- Enrolment in the CFA Program an advantage
- At least 1 - 2 year experience in an Investment Management/Equity Analyst related role

**Competencies**:

- Strong Administration, Organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills and able to analyse large data sets and interpret.
- Ability to operate independently
- Resilience
- Team player - you will operate in a team environment thus a having a keen interest in learning new skills will be an advantage

**How to apply**:

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