Wealth Adviser Assistant | Vanderbijlpark at PSG Konsult Ltd

Job Description :


The successful candidate will be responsible for administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.


Responsibilities:


Gather Policy information
Compile a summary of information
Research product information
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Arrange appointments between Wealth Adviser and Clients
Prepare investment review appointments
Maintain CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Record details of transactions
Maintain Service Level agreement deadlines
Manage policy renewals
Ensure FAIS Compliance
Load new/existing business policies
Investment Planning/Employee Benefits/Provident Fund & Medical Aid


Minimum requirements:


Completed NQF 5 in Wealth Management and/ or Relevant financial services BCom degree (i.e Finance, Economics, Investment Management)
Completed RE5 ( Advantageous )
2- 5 years relevant financial services wealth administration experience
Proficient in both spoken and written English and at least one other of the official South African languages


Competencies required:


Customer Service
Communication skills (verbal & written)
Problem solving
Attention to detail
Team player


Closing date: 16-Jun-2026