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Effective URL: https://www.linkedin.com/company/psg-wealth
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PSG WEALTH
FINANZDIENSTLEISTUNGEN
WATERFALL, GAUTENG 39.534 FOLLOWER:INNEN
WE OFFER A COMPREHENSIVE WEALTH MANAGEMENT OFFERING, DESIGNED TO MEET YOUR NEEDS
AS AN INDIVIDUAL, FAMILY OR BUSINESS.
Folgen
* alle 1.186 Mitarbeiter:innen anzeigen
* Dieses Unternehmen melden
INFO
We offer a comprehensive wealth management service, designed to meet your needs
as an individual, family or business. You can trade directly in shares and other
securities, or invest in unit trusts. We also offer a comprehensive estate
planning and fiduciary service, including local and offshore trusts and the
administration of deceased estates. For businesses, we offer a full suite of
employee benefits and bespoke multi-managed investment solutions. View our
Privacy Policy here
https://download.psg.co.za/files/wealth/forms/Legal/Group-privacy-policy_PSG.pdf
Website https://www.psg.co.za/news-and-publications/events-and-webinars
Externer Link zu PSG Wealth
Branche Finanzdienstleistungen
Größe 501–1.000 Beschäftigte
Hauptsitz Waterfall, Gauteng
Art Kapitalgesellschaft (AG, GmbH, UG etc.)
Gegründet 1998
Spezialgebiete Stockbroking, Investments, Online trading und Online investments
ORTE
* Primär
Corner of Magwa and Lone Creek Crescents
Building 1, The Ingress
Waterfall, Gauteng 2090, ZA
Wegbeschreibung
BESCHÄFTIGTE VON PSG WEALTH
* PIERRE PUREN CFP©
* RIAAN KEMP
WEALTH MANAGER - PSG WEALTH FINANCIAL PLANNING
* WYNIE VAN DER WATH CFP®
WEALTH MANAGEMENT ADVISOR AT PSG WEALTH
* SATISH JEWAN
CHIEF INFORMATION OFFICER AT PSG WEALTH
Alle Beschäftigten anzeigen
UPDATES
* PSG Wealth
39.534 Follower:innen
Jetzt
* Diesen Beitrag melden
Wall Street continued its upward momentum on Friday, reaching record highs
fuelled by optimism around Donald Trump’s victory and a supportive 0.25%
interest rate cut from the Federal Reserve. Read what else happened in the
markets on Friday: https://lnkd.in/d22jGPEf
*
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* PSG Wealth
39.534 Follower:innen
2 Tage
* Diesen Beitrag melden
US stocks rose on Thursday, continuing the rally ignited by the presidential
election in the previous session and supported by the Federal Reserve's
25-basis-point rate cut. The central bank noted signs of a softening labour
market and a drop in inflation, though it remains "somewhat elevated," which
justified the move to ease financial conditions. Read what else happened in
the markets yesterday: https://lnkd.in/dxbhT-rz
*
5
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39.534 Follower:innen
3 Tage
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Answering some of your most pressing personal finance questions, our advisers
address concerns relating to risk tolerance, holiday season pressure and
debt. Read their expert insights on IOL News here: https://lnkd.in/dW-Xp5eb
YOUR INVESTMENT, DEBT, AND INTEREST RATE QUESTIONS ANSWERED
IOL.CO.ZA
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* PSG Wealth
39.534 Follower:innen
3 Tage
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Vacancy | Training Manager | Waterfall, Johannesburg 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. Responsibilities: • Develop and implement the training curriculum,
training material and assessments for PSG Wealth Funds and Securities
Products, systems and processes • Manage technical training function for the
business • Planning and coordination of training programs • Monthly reporting
on training conducted • Effectively maintain relationships with service
providers, colleagues, and Advisors • Managing expenses within budget and
negotiation of training costs • Assist with general internal training queries
and the provision of training assistance to staff • Develop & provide
training assessments for all training • Develop training material on any new
products, processes, and systems • Identify training gaps and provide
continuous improvement of all training functions for PSG Wealth in line with
industry best practice • Resolving complaints in accordance with SLA and
implementing sustainable solutions to avoid complaints in future • Continuous
analysis of Training needs within PSG Wealth and making recommendations to
ensure continuous improvement • Engage with regulatory bodies to ensure
training material is accredited for CPD points etc • Effectively manage the
training department and ensure the effective action is taken on poor
performance and that top performers are actively engaged and developed
Minimum requirements, Skills & Competencies: • Bcom degree in Investment
Management or Human Resources Management • ODETDP diploma (NQF6) • Minimum
of 5 years' experience in a product education environment • Minimum of 5
years’ experience in financial services as a facilitator (LISP and Securities
platform) • Strong knowledge of adult learning theory and must demonstrate
exceptional facilitation/teaching skills for adult learners • Experience with
Microsoft Office, eLearning, and virtual learning technologies • Demonstrate
initiative and work well in a team-based environment • Be a strategic
thinker, results-oriented, and demonstrate a strong orientation toward
outstanding customer service with a complete willingness to accept
accountability for results • Project management and Implementation experience
of a business solution is a plus • Product testing • Curriculum development •
Exam development • Deep understanding of the meaning of a High- Performance
Learning Journey • Experience developing and maintaining Learning Management
Systems Interested candidates must forward their CV with the vacancy title
and location in the subject line to https://www.psg.co.za OR browse vacancies
https://bit.ly/3bD2iAk by no later than 22/11/2024.
*
10
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* PSG Wealth
39.534 Follower:innen
3 Tage
* Diesen Beitrag melden
Vacancy | Paraplanner | Stellenbosch, 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. Responsibilities: • Financial Planning support • Formulate effective
financial planning documents and/or risk management documents, in-line with
the strategy as outlined by the adviser, and the customer’s needs,
objectives, and risk tolerance. All documents must meet compliance
requirements and comply with the company standard documents, policies and
procedures. • Prepare record of advice documentation as required. • Prepare
review documentation and initiate processes relating to client portfolios in
conjunction with changes in customer circumstances and investment strategies
as advised by the financial advisor and legislative environment. Ensure
reports are accurate and that all the relevant changes are implemented and
reconciled against required objectives and outcomes determined during the
review. Ensure customer is kept well informed and that all the actions are
documented for recordkeeping on the in-house CRM system. • Implement switch
and rebalance transactions in line with changes to a clients’ investment
strategy. product offerings available, and changes in product provider rates.
Ensure customer is kept well informed and that all necessary actions are
recommended and where necessary undertaken. • Ensure documentation is prepare
in an accurate and complete manner in line with legislative requirements in
accordance to the needs of the practice’s service model. • Prepare quotes and
application forms for both risk benefits and investments. • Project Manage
the advice cycle to for a strong back -office base for the adviser to enable
him/her to maximise time in the field. • A client centric approach is
important and should translate into sound client relationship management. •
Team management and adaptability in changing circumstances. • Administration
Minimum requirements: • BCom (Finance / Business Finance / Investments /
Financial Planning / Financial Sciences or Investment Management or BCom
(Economics) • Progress with CFP and/or Postgraduate Diploma in Financial
Planning (Advantageous) • 2 - 3 years paraplanning experience within the
financial industry • Valid driver’s license and own vehicle • Computer
literacy (MS Office) Competencies required: • Client centric • Communication
and interpersonal skills • Attention to detail • Problem solving • Analytical
skills • Organising and planning • Ability to operate independently •
Resilience 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 11th November 2024.
*
6
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39.534 Follower:innen
4 Tage
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Wall Street's main indices reached new highs on Wednesday following Donald
Trump's victory over Kamala Harris in the 2024 presidential election. The S&P
500 gained 2.50%, the Nasdaq climbed 2.90%, and the Dow Jones surged by 3.60
%, marking its best performance since 2022. Investor confidence has risen on
expectations that Trump's second term will bring pro-business policies—such
as tax cuts, deregulation, and tariffs—likely to drive economic growth and
increase corporate profits. Read what else happened in the markets yesterday:
https://lnkd.in/g-Z9_9BP
*
6
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* PSG Wealth
39.534 Follower:innen
4 Tage
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There is much to consider when investing, especially if you want fruitful
rewards. Head of Securities, Wendy Myers says investors should contemplate
exposure to local and offshore shares, assuming their risk appetite supports
it. Read the full article on The Citizen News: https://lnkd.in/djkHaCwz
WHAT TO CONSIDER WHEN DECIDING TO INVEST LOCALLY OR OFFSHORE | THE CITIZEN
CITIZEN.CO.ZA
1
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39.534 Follower:innen
5 Tage
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Wall Street rallied on Election Day as investors anticipated the results of a
close race between Kamala Harris and Donald Trump. With polling stations
closed in over two-thirds of states, Trump had secured early victories,
leaving the final outcome dependent on seven key swing states. Investors are
also watching Congressional control, as it could heavily influence future tax
and spending policies. Read what else happened in the markets yesterday:
https://lnkd.in/dKwm2-Xj
*
5
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39.534 Follower:innen
5 Tage
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In this Business Day podcast with Mudiwa Gavaza, MBA, CIO Adriaan Pask delves
into misconceptions about the local, offshore and currency markets to help
investors navigate the complex financial landscape: https://lnkd.in/drauCnrG
PODCAST | DEBUNKING MYTHS: FLAWED BELIEFS IN THE LOCAL, OFFSHORE AND CURRENCY
MARKETS
BUSINESSLIVE.CO.ZA
2
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* PSG Wealth
39.534 Follower:innen
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Vacancy | Senior Investment Administrator | Silver Lakes Pretoria, Gauteng |
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. Responsibilities: • Accurate, timeous and efficient
implementation of the wealth management function as instructed by relevant •
Wealth Manager. • Interaction with clients (management of relationships and
providing client services). • As it relates to all business entities -
Individuals, Trusts and Companies: • Accurate implementation and maintenance
of new and existing business. • Processing of applications as they relate to
the broader financial planning and wealth management. • Investment
administration matters including but not limited to: • Unit Trusts • Share
Portfolios • Offshore Investments • Cash Management (Investec CCM) • Projects
as per instructions from the Practice Manager. • Processing client queries
and instructions. • Administering all investment products. • Prepare
investment quotes. • Prepare client files for reporting requirements. •
Processing of all investment mandates as it relates to assets under
management. • Rebalancing and maintaining of existing portfolios upon
instruction from Wealth Manager. • Unit Trust/Stock Transfers. • Preparation
of investment review appointments. • Maintain CRM systems, templates and
other marketing investments for the practice as required. • Preparing and
distributing tax statements as well as monthly/quarterly statements. • Manage
administrative documentation (detailed records). • Build and maintain good
working relationships. • Recording details of transactions. • Maintaining
Service Level Agreement deadlines. • Managing investment income and or fee
renewals. Minimum requirements: • Matric • NQF5/6 in Wealth Management
(Advantageous) • 5 years+ relevant work experience in Financial Services
industry (investments and stockbroking) • Different investment platform
systems experience (Advantageous) • Computer literacy (MS Office)
Competencies required: • Telephone etiquette • Time management • High
communication skills (verbal & written) • Organising and planning •
Presentable (client orientation) • Attention to detail • Open to engaging
with clients • Problem solving skills • Energetic • Working as part of a
larger team to accomplish common business goals • Excel spreadsheets • Be
able to work under pressure in financial services business and produce
accurate and timely results 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 18 November 2024. You can also apply
here: https://lnkd.in/daH7TAYg
*
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