Junior Wealth Manager: Securities | Lynnwood at PSG Konsult Ltd

Job description:

• This is an opportunity to join a well-established office and join the equity research and trading team in a junior position. We require an experienced individual with a BCom Hons in Investment Management or related to join our team as a Junior Wealth Manager in Securities.
• In this role you will provide administrative as well as technical support to existing team members, assist with data collection for equity research and provide portfolio performance feedback reports. You will be required to cover between 5-10 companies listed both locally and offshore and contribute to our research process

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 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.
• Portfolio Management – you will be required to manage client portfolios
• Trading – you will be expected to trade on behalf of clients and implement trade instructions.
• Customer Service
• Client Relationship Management
• Handling and solving of client enquiries

Minimum requirements:

• Grade 12/Matric AND  BCom Honours (Finance / Investments / Accounting / Economics)
• CFA Level 1 completed
• JSE Registered Traders Examination (Advantageous)
• Proficient in both spoken and written English, and at least one other of the official South African languages
• At least 2-3 years’ experience in an Investment Management related role – advantage will be given to individuals with experience in Equity Markets

Competencies required:

• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to analyze large data sets and interpret.
• Ability to operate independently
• Resilience
• Team player – you will operate in a team environment thus a having a keen interest in learning new skills will be an advantage
• A passion for equity markets is essential
• Computer literate (MS Office)

Closing date:  19-Aug-2026