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  • Posted: Jul 4, 2025
    Deadline: Not specified
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  • PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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    Assistant Wealth Adviser: Securities | Lynnwood, Pretoria

    Responsibilities:

    • Administrative support to the trading team
    • Data collection for equity research reports. Should be comfortable with a Bloomberg terminal, Iress as well as Mornigstar to compile the necessary data to be used in equity research.
    • MS Excel skills are essential as a large part of the program will require modelling and screening on excel. Administrative functions also requires the analysis and interpretation of large data sets.
    • Assist with the performance reporting of client portfolios.
    • Analysis of company results. You will receive a set of companies that you are required to cover both locally and offshore. A strong accounting background is an advantage.
    • Customer Service
    • Team management
    • Administration
    • Client Relationship Management
    • Handling and solving of client enquiries
    • Handling of new application and quotations
    • Diary management

    Minimum Requirements:

    • BCom (Finance / Business Finance / Investments / Financial Planning / Accounting / Financial Sciences or Investment Management or BCom (Economics)
    • Proficient in both spoken and written English, and at least one other of the official South African languages
    • RE5 exam (Advantageous)
    • Completed JSE Registered Traders Exam complete (Advantageous)
    • Computer literacy (MS Office)
    • Enrolment in the CFA Program an advantage
    • At least 1 – 2 year experience in an Investment Management/Equity Analyst related role

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    Method of Application

    Interested and qualified? Go to PSG Konsult Ltd on myfocus.psg.co.za to apply

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