WEALTH ADVISER - PSG VREDENDAL - Vredendal Verfied

Salary Negotiable Vredendal, Western Cape Vredendal, Western Cape more than 14 days ago 05-11-2019 10:13:01 AM
31-12-2019 10:13:01 AM
Job title:Wealth Adviser
Career level: Junior
Qualification:B.Com Investment Management
Location:Vredendal, Western Cape
Company industry:Short Term Insurance/ Investments
Employment status:Permanent
Years of experience:2+ years advantageous

Job description:
This is an opportunity to join a well-established office and team which is growing rapidly. We require a Wealth Financial Adviser to establish and develop new client relationships. The successful candidate would be required to settle in Vredendal (Western Cape) as part of the practice’s succession plan.

Responsibilities:
Financial advice
Business development
Generation of new business from a well-established source
Business maintenance

Minimum Requirements:
B.Com Investment Management and other industry related qualifications will be advantageous
Investment, Short Term Insurance, Life Insurance and Risk experience
Fluent in English and Afrikaans (read, write, speak)

Competencies:
Communication and interpersonal skills
Attention to detail
Problem solving
Client centricity
Highly motivated, driven and assertive
Accuracy

PSG’s commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce.
In achieving our employment equity goals, we give preference to applicants from designated groups and we encourage people with disability to apply.

Candidates interested must forward their CV to ****@*****.*** or apply on the PSG Careers website by no later than 29 November 2019. Should you not be contacted for an interview within 4 weeks, please accept that your application is unsuccessful.