Direct Clients Investment Specialist at PSG Wealth

About the position

Description:

Actively engages direct clients and provides support via email live chat or telephonically and respond to queries accurately and timeously. Ensure all administration is up to date and provide reports as and when required.

Responsibilities:

• Contacting leads daily either telephonically or via e-mail
• Prospecting for new clients/referrals
• Answering of e-mail and telephone calls/ Live chat
• Responding timeously to online queries and providing support
• Ensuring that all administration is up to date and completed accurately and timeously
• Collate information and provide reports as and when required
• Provide post- sales relationship support to clients
• Assist colleagues within the team and ensure that knowledge is shared
• Stay up to date with product information and attend training as and when required

Minimum requirements:

• A completed undergraduate Degree is essential (Finance/Investment Management etc.)
• Post-Grad Diploma in Financial Planning (CFP®) or studying towards required
• A minimum of 2 years' relevant experience with solid PSG product/fund knowledge
• Bilingual in English and Afrikaans highly advantageous
• Solid competency with the Microsoft Office suite with strong Excel skills

Skills/ Competencies:

• System knowledge
• Policy knowledge
• Strong sense of accountability
• Liaison and negotiation skills
• Accuracy
• Passion
• Time management
• Analytical thinker
• Resilience
• Problem solver
• High organizational skills

Desired Skills:

• Financial Planning
• Financial Advisor

Desired Work Experience:

• 2 to 5 years Investments, Insurance & Assurance
• 2 to 5 years Investment Management

Desired Qualification Level:

• Degree

About The Employer:

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.