Wealth Adviser

Designation : Wealth Adviser | Stellenbosch, Western Cape | Permanent Category : Client / Intermediary Services Job Level : Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by : PSG Financial Services Posted on : 29 Sep

• Reference Number : POS
• Closing date : 06-Oct-
• Position Type : Permanent Location : R21 EB and Wealth : Stellenbosch Technopark Overview : VACANCY | WEALTH ADVISER | STELLENBOSCH, WESTERN CAPE | PERMANENT PSG’s 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. This is an opportunity for a dynamic Wealth Adviser to join a well-established office. In this role you will receive referrals to clients to assist financial planning and advice as well as developing new client relationships.

Responsibilities

Financial advice and planning

Handle and solve client enquiries

Client portfolio management

Compile and process new policy applications, administration and compliance

Business maintenance and development

Minimum requirements

Competencies required

How to apply

Candidates interested must apply here by no later than 06 October.

OR browse available PSG Careers vacancies.

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information.

If you are not contacted within 4 weeks of your application, please accept that your application was not successful.

For more information about careers at PSG, visit

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