Junior Investment Specialist | Waterfall, Johannesburg, Gauteng | Permanent

PSG Wealth Menlyn; Johannesburg; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services firm in Johannesburg is seeking a Junior Investment Specialist to manage client inquiries, support various departments, and build relationships. Candidates should have an undergraduate degree and at least 3 years of relevant experience in financial planning or wealth management distribution. This permanent position offers opportunities for growth in a diverse workplace.

Qualifications

• Minimum 3 years' relevant experience in financial planning or wealth management distribution.
• Business writing and speaking skills in English.
• Strong Excel skills.

Responsibilities

• Managing enquiries on products, systems and services.
• Support administration and client service departments.
• Provide training and support to distribution network.
• Build and maintain internal and external client relationships.

Skills

Systems and processes knowledge

Analytical thinking

Time management

Problem solving

Sales Competencies

Building Relationships

Education

Completed undergraduate degree (Finance/Investment Management/Economics)

Post-Graduate Diploma in Financial Planning (CFP)

Tools

Microsoft Office Suite

Job description

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:

Interested candidates must forward their CV with the vacancy title and location in the subject line to https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 29/08/2025. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information.

If you are not contacted within 2 weeks of your application, please accept that your application was not successful.