Designation:
Investment Specialist | Centurion, Gauteng | 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:
07 Nov 2024
Reference Number:
POS05116
Closing date:
22-Nov-2024
Position Type:
Permanent
Location:
Waterfall Magwa Crescent
Overview:
VACANCY | INVESTMENT SPECIALIST (DIRECT SALES) | CENTURION, GAUTENG | 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:
Actively engages direct clients and provides support via email, live chat, or telephonically and responds to queries accurately and timeously. Ensure all administration is up to date and provide reports as and when required.
Responsibilities:
Contacting leads daily either telephonically or via e-mail
Prospecting for new clients/referrals
Answering of e-mail and telephone calls/ Live chat
Responding timeously to online queries and providing support
Ensuring that all administration is up to date and completed accurately and timeously
Collate information and provide reports as and when required
Provide post-sales relationship support to clients
Assist colleagues within the team and ensure that knowledge is shared
Stay up to date with product information and attend training as and when required
Minimum Requirements:
A completed undergraduate Degree is essential (Finance/Investment Management etc.)
Post-Grad Diploma in Financial Planning (CFP) or studying towards required
A minimum of 2 years' relevant experience with solid PSG product/fund knowledge
Bilingual in English and Afrikaans highly advantageous
Solid competency with the Microsoft Office suite with strong Excel skills
Competencies:
System knowledge
Policy knowledge
Strong sense of accountability
Liaison and negotiation skills
Accuracy
Passion
Time management
Analytical thinker
Resilience
Problem solver
High organizational 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 22 November 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
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