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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The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.
Responsibilities:
Interaction with clients (management of relationships and providing client services)
Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
Processing client queries and instructions
Administering all Investment and risk products
Maintaining CRM system
Preparing and distributing Tax statements as well as monthly/quarterly statements
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