Wealth Adviser at PSG Konsult Ltd

Job description:

• This is an opportunity for an exceptional, technically rigorous professional to join an established advice-led practice within PSG Wealth Northcliff serving a sophisticated high-net-worth client base.
• The role suits a Chartered Accountant with a strong investment banking foundation, followed by demonstrable commercial experience, who is now seeking to transition into long-term wealth advisory work.
• The successful candidate will be supervised by the principal adviser while building toward an independent advisory role, supporting portfolio analysis and investment proposals, and assisting in driving operational excellence to support the practice’s growth phase.

Responsibilities:

• Support the principal adviser across client engagement, portfolio analysis, financial planning, and investment proposals
• Build and refine practice infrastructure — methodology, processes, client reporting, and operational efficiency — to support growth in capacity
• Prepare and review complex financial models, valuations, and investment recommendations
• Liaise with attorneys, fiduciaries, financiers, and product providers on client structuring matters
• Complete regulatory and professional qualifications under supervision in line with FAIS Fit and Proper requirements
• Maintain compliance with all regulatory and PSG governance standards

Minimum requirements:

• Chartered Accountant (SA) — member in good standing of SAICA
• First-time pass on both ITC and APC board examinations
• Strong academic record — cum laude undergraduate and recognised academic awards in financial accounting preferred
• Regulatory Exam (RE5) for Representatives — to be passed within 24 months of appointment (study material and support provided)
• Minimum 3 years’ articles experience at a tier-one South African investment bank in portfolio management, structured finance, capital finance, or specialised distribution
• Minimum 5 years’ post-articles commercial experience, including financial modelling, valuations, and balance sheet structuring
• Practical experience implementing financial structures including SPV structuring, tax structuring, and management information systems
• Computer literacy (MS Office, financial modelling tools)
• Valid driver’s license and own vehicle
• Fluent in both written and spoken English and one other official South African language.

Competencies required:

• Advanced financial modelling and valuations
• Structured finance and balance sheet efficiency
• Strategic and analytical thinking
• Client engagement and stakeholder management
• Project and team management
• Strong written and verbal communication
• Self-directed, solution-driven, and entrepreneurial orientation

Closing date:  25-May-2026