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 offi... read moreces throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients' financial wellbeing.
Responsibilities:
Front Office Management
Answering/redirecting all incoming calls, taking messages, attending to client queries
Gather Policy information
Handle new application and quotat
Responsibilities:
Gather Policy information
Compile a summary of information
Preparing of Client Reviews
Data capturing
Research product information
Handle new application and quotatio
Responsibilities:
Maintain and update the CRM systems (MyPractice / MyBase)
General administration and compliance
Preparing quotations for new and existing clients
Handling endorsements
Responsibilities:
Gather Policy information
Compile a summary of information
Research product information
Handle new application and quotations
Handle and solve client enquiries (all exi
Responsibilities:
Timeous and efficient arrangement of training sessions
Ensure user manuals are accurate and up to date.
Conduct training sessions
Accurate updating and maintenance of tra
Job description:
An opportunity exists for an Intermediate Project Manager to work within a growing financial services organisation. The role requires an individual with IT project management exper
Job description
Responsibilities:
Monitor through scanning of new and existing legislation updates to ensure that the company's operations remain in full compliance with all applicable la
Job description:
PSG has an exciting opportunity for an Senior Administrator at our Rosebank office who will be responsible for the administration of personnel, wealth, office processes and to assi
Job description:
Responsible for assisting with Group management information reporting and critical analysis of management information to identify unusual financial trends and anomalies. Assist wit
Minimum Requirements:
Honours or master’s degree in Finance | Investment Management
Good academic average not below 65%
South African citizen
Passion for Investments with keen intere
Job description:
The Recruitment Consultant is responsible for attracting candidates and matching them to temporary or permanent positions, whilst building effective relationships with key business
Description:
To deliver a superior level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform. This position w
Job description:
To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration.
Responsibilities:
Ensure the efficient co-ordination and planning of client functions
Personnel management
Head of administration
Deal with general client amendments and queries
Answer p
Responsibilities:
Provide ongoing HR support and business partnering, focusing on achieving business objectives by leveraging the HR agenda.
Strategic partner with Distribution EXCO Business
Job description
Responsibilities:
Conduct economic impact assessments on Regulations and Government Policies
Conduct research on local and international economic matters
Perform trend ana
Responsibilities:
Arranging of meetings and minute taking
Client meetings and Sales team meetings (Preparation and facilitation)
Arranging travel and accommodation for Head of Sales and Sale
Responsibilities:
Collaborate with stakeholders to investigate the feasibility of projects that support the achievement of business objectives
Define project scope in collaboration with stakeh
