Wealth Adviser Assistant - 18-Month Training & Growth

PSG Konsult Ltd.; Bellville; On-site; ZAR 180,000 - 240,000; Full time

Job summary

PSG Konsult Ltd. in Bellville invites finance graduates to join a permanent Wealth Adviser Assistant programme.

Over 18 months you’ll receive world-class training and development, guided by experienced advisers and Regional Managers who are committed to your success. As a trainee, you will support wealth advisers, manage client relationships, prepare client reviews and proposals, and assist with new business implementation and marketing plans.

Qualifications

• Matric certificate completed and a BCom degree (Finance/Investment Planning) or Economics.
• No more than 2 years in the financial services industry.
• Fluent in English and at least one other official South African language.

Responsibilities

• Gather policy information
• Prepare client reviews and proposals
• Data capturing on Excel
• Handle new applications and quotations
• Maintain CRM system and client communications
• Ensure FAIS compliance

Skills

Customer service

Team player

Problem solving

Task driven

Communication skills

Education

Matric Certificate

BCom Degree (Finance / Investment Planning) or Economics

Tools

CRM System

Excel

Job description

PSG Konsult Ltd. in Bellville invites finance graduates to join a permanent Wealth Adviser Assistant programme.

Over 18 months you’ll receive world-class training and development, guided by experienced advisers and Regional Managers who are committed to your success. As a trainee, you will support wealth advisers, manage client relationships, prepare client reviews and proposals, and assist with new business implementation and marketing plans.