Wealth Adviser | Kloof at PSG Konsult Ltd

Job description:

• An outstanding opportunity for a dynamic and eager candidate to grow as a Wealth Adviser at our Kloof office.  In this role you will be servicing an existing portfolio of clients as well as growing the practice through new business and client relationships.

Responsibilities:

• Maintaining and growing AUM (Assets Under Management)
• Compile and process of new policy applications, administration and compliance
• Financial advice and planning
• Client relationship management
• Client portfolio management
• Business maintenance and development

Minimum requirements:

• BCom in Business Management or similar BCom
• RE 5 Certificate (Advantageous)
• 2+ years’ experience in a financial planning / advisory role
• Excellent computer skills including MS Office and specifically MS Excel mastery.
• Valid driver’s license and own vehicle.

Competencies required:

• Existing client portfolio will be advantageous but not required
• Competently navigate financial markets
• Excellent interpersonal and sales skills
• Customer Service orientation
• Presentation skills
• Analytical skills

Closing date:  27-Feb-2026