PSG Konsult Ltd Wealth Adviser Assistant (Pietermaritzburg) Jobs in South Africa
PSG Konsult Ltd Wealth Adviser Assistant (Pietermaritzburg) Jobs in South Africa
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.
Job description
The successful incumbent will be responsible for client service and administration.
You will also do financial planning proposals, new business and marketing plans implementations and you will oversee the assistant duties for the principle advisor.
Responsibilities
Gather policy information and compile a summary of information
Research product information
Prepare and implement life/investment e.g. proposals
Process new application and quotations
Attend to and solve client enquiries (all existing business enquiries)
Diary management for new and existing business cases and the Wealth adviser
Arrange appointments between Wealth adviser and clients
Prepare investment review appointments
Maintain the CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements
Manage administrative documentation (detailed records)
Build and maintain good working relationships
Recording details of transactions
Maintain service level agreement deadlines
Manage policy renewals
Identify/optimize business opportunities from existing clients
Ensure FAIS Compliance
Load new/existing business policies
Administration of welcome packs to new clients
Manage client retention
Minimum requirements
Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
Relevant work experience within the financial services industry
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office including Advanced MS Excel)
Competencies
Communication skills
Customer Service
Attention to detail
Motivated
How to Apply
For more information and job application details, see; PSG Konsult Ltd Wealth Adviser Assistant (Pietermaritzburg) Jobs in South Africa
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