Wealth Adviser Assistant: Client Portfolio & Planning

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

Job summary

PSG Konsult Ltd. in Pretoria East is seeking a Wealth Adviser Assistant to provide efficient administrative support to our wealth office, managing client portfolios and processing transactions.

The role involves preparing statements, maintaining CRM, handling client inquiries, and assisting with basic financial planning; requires BCom in Finance or related, RE5 preferred, and 2–3 years in financial services.

Qualifications

• BCom (Finance/Business/Investments/Economics) or related degree.
• RE5 Regulatory Exam for Representatives passed (Advantageous).
• 2–3 years of relevant financial industry experience (Investments & Risk).
• Proficient in English and at least one other SA official language.
• Strong administration, organising and planning skills.

Responsibilities

• Formulate and manage client documentation, including statements and risk documents.
• Prepare statements of advice and service reports for clients.
• Review client portfolios and risk coverage with changing circumstances.
• Maintain CRM, handle client enquiries, and support new applications.
• Manage diary, events, and reporting of new business statistics.

Skills

Administration

Client relations

CRM systems

English proficiency

Education

BCom (Finance / Business) or related

RE5 Regulatory Exam for Representatives

Job description

PSG Konsult Ltd. in Pretoria East is seeking a Wealth Adviser Assistant to provide efficient administrative support to our wealth office, managing client portfolios and processing transactions.

The role involves preparing statements, maintaining CRM, handling client inquiries, and assisting with basic financial planning; requires BCom in Finance or related, RE5 preferred, and 2–3 years in financial services.