Wealth Adviser Assistant

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Wealth Adviser Assistant | PSG Wealth - Rosebank

Location: Rosebank

Category: Distribution & Marketing

Available: ASAP

Offer: To be discussed in interview

PSG 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

Key Responsibilities:

Client Relationship Management

Key Activities:

Gather Policy information
Compile a summary of information
Research product information
Handling and solving of client enquiries
Reporting of new business statistics
Preparation of investment review appointments
Maintaining CRM system

Competencies & Skills:

Sound organising and planning
Ability to operate independently
Proactive problem solving
Accuracy and reliability
Computer literacy
Policy and systems knowledge
Financial product knowledge
Ability to work under pressure and comfortable with 100% administration
Time Management
Communication skills (verbal & written)
Attention to detail
Relating to and dealing with clients
Personal motivation and outgoing (needs to fit in with the rest of the team)
Commitment to quality and excellence
Positive Attitude

Qualifications & Experience

Gr 12 (Qualification in Financial Management will be beneficial)
Afrikaans/English speak & understand.
Own reliable transport
Experience in Financial Services industry

Candidates interested must forward their CV to nicole.cowley@psg.co.za

Job id : , #70508, 3 views,