Assistant Wealth Adviser: Securities | Lynnwood, Pretoria Jobs

Assistant Wealth Adviser: Securities | Lynnwood, Pretoria

Company Overview

PSG is a leading independent financial services group with national reach across South Africa and operations in Namibia. With over 250 offices and 25+ years of experience, we specialize in asset management, wealth planning, and insurance solutions.

Position Details

Job Type: Full Time
Qualification: Bachelor’s Degree
Experience: 1-2 years
Location: Pretoria, Gauteng
Field: Finance/Accounting

Core Responsibilities

• Provide administrative support to securities trading team
• Collect and analyze financial data using Bloomberg, Iress, and Morningstar
• Prepare equity research reports and performance analyses
• Develop financial models using advanced Excel skills
• Manage client portfolio reporting and company financial analysis
• Handle client service inquiries and relationship management
• Coordinate diary management and team administrative tasks

Requirements

Essential Qualifications:

• BCom in Finance/Investments/Economics/Accounting
• 1-2 years experience in investment management
• Strong English communication skills
• Advanced Excel proficiency

Advantageous Skills:

• RE5 Certification
• JSE Traders Exam completion
• CFA Program enrollment
• Additional South African language

Application Process

Qualified candidates should submit applications through PSG’s official careers portal. Only online applications will be considered.

PSG is committed to employment equity principles. Applicants from underrepresented groups are encouraged to apply.