Designation: Investment Specialist | Tygervalley, Western Cape | Permanent
Category: Administration and Operations
Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by: PSG Financial Services
Posted on: 21 Jul 2025
Reference Number: POS02766
Closing date: 08-Aug-2025
Position Type: Permanent
Location: Tygerfalls The Edge
Overview
VACANCY | INVESTMENT SPECIALIST | TYGERVALLEY, WESTERN CAPE | PERMANENT
PSGs 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.
Job Description
We are looking for an Investment Specialist to join our dynamic team. The successful candidates will be responsible for driving sales, deepening adviser relationships, supporting business growth, and representing PSG’s investment offering across regions.
Responsibilities
* Meet sales targets on PSG Wealth products and platform - including PSG Multi-Manager, PSG Asset Management and PSG Platforms
* Ensure number and quality of sales activity are attained - minimum of 3 visits per day
* Build and maintain internal stakeholder relationships - business focused
* Build and maintain external client relationships - adviser, assistant and client focused
* Manage and drive flows and revenue - retain existing assets, increase net new assets
* Support the administration and client service departments
* Manage and drive client and adviser events in the region
* Provide training and support to distribution network on all systems, processes, services, products and key business initiatives.
* Increase and/or maintain sales activity - including events, training, office visits
* Drive new business and ensure retention of existing business
* Monitoring feasibility of new business
* Brand building and networking
* Grow net flows to products and platforms
* Managing enquiries on products, systems and services
* Maximise identified opportunities
* Provide reports on activity to management
* Take responsibility for admin correctness, adherence to service level agreements, accurate execution of business
* Develop business/sales plan and strategy
* Follow up on leads, opportunities identified and key business initiatives
* Take responsibility for client presentations and proposals
* Technical sales activities - research, cost-, fund- and portfolio analyses and comparisons
* Create marketing and sales collateral
* Give strategic input to management - adviser panel, trends, system-, product-, and service development and enhancement
* Show value to the business - bring new ideas and turn into action
Qualifications and Experience:
* A completed undergraduate Degree is essential (Finance/Investment Management/Economics, etc.)
* Post-Graduate Diploma in Financial Planning (CFP) or studying towards an advantage
* A minimum of 5 years´ relevant experience in in financial planning and/or wealth management distribution
* Bilingual in English and Afrikaans highly advantageous
* Solid competency with the Microsoft Office suite with strong Excel skills
Skills and Competencies:
* Systems and processes knowledge
* Industry, policy and regulatory environment knowledge
* Strong sense of accountability
* Liaison and negotiation skills
* Accuracy and analytical thinking
* Passion and energy
* Time management
* Analytical thinker
* Resilience
* Problem solver
* High organisational skills
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 08 August 2025. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful. #J-18808-Ljbffr