PSG Konsult is recruiting for Graduate Intern: Wealth Advisor Assistant

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PSG Konsult South Africa invites recent graduates to apply for the position of Graduate Intern: Wealth Adviser Assistant in Tyger Valley, Western Cape.

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.


• 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)
• Diary management for new and existing business cases

• Diary management for Wealth Adviser
• 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

Minimum requirements:

• Completed Bachelor of Commerce degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)

• 0-1 Year experience in the financial services industry

• Proficient in both spoken and written English and at least one other of the official South African languages

• Computer literacy (MS Office) – Highly competent in Excel and PowerPoint
• Strong technical and administrative skills

How to Apply:

Candidates interested must forward their CV with the vacancy title and location (Wealth Adviser Assistant | Tygervalley) in the subject line to [email protected] 

Closing date: 31 January 2023.

If you are not contacted within 2 weeks of your application, please accept that your application was not successful.

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