WEALTH ADVISER ASSISTANT – VANDERBIJLPARK, GAUTENG – PERMANENT Overview

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.

The successful candidate will be responsible for administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities Gather policy information Compile a summary of information Research product information Handle new application quotations Handle and solve client enquiries (all existing business enquiries) Arrange appointments between Wealth Adviser and Clients Prepare investment review appointments Maintain CRM system Rebalance and maintain e...