PSG Wealth

PSG Wealth was yet again awarded the Top Wealth Manager of the Year: Large Institutions, 6 years in a row, in the 2024 Krutham Top Wealth Managers survey. This achievement reflects our unwavering commitment to meeting our clients’ needs.   In addition to this coveted award, PSG Wealth also took first place in five archetype awards: Executive, retiree, young professional, successful entrepreneur and lump-sum investor.   Connect with one of our 615 PSG Wealth advisers nationwide today to benefit from award-winning, objective and quality advice. https://lnkd.in/dVtfwSj

Wealth Manager, Carina van Rooyen tackles the importance of generational wealth transfer planning to ensure that younger generations build responsibly on their inheritance in this EBnet article: https://lnkd.in/dUKqb3et

Young investors think differently, but some principles are timeless. Head of PSG Life and Invest, Haydn Johns shares fundamental investment cornerstones to pass down to the next generation in an article on IOL News. Read more here: https://lnkd.in/dG5Uskqq

Wall Street retreated on Thursday as yields rose and investors awaited Federal Reserve (Fed) Chair Jerome Powell's speech at the Jackson Hole symposium scheduled for today. Read what else happened in the markets yesterday: https://lnkd.in/d55329Mk

Vacancy | Product 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: • Manage the team of product analysts supporting the Fund and Securities business units within PSG Wealth • Support the development and implementation of new products or product enhancements by performing calculations on product pricing, revenue and expense impacts as well as performing ongoing product investigations and competitor comparisons. • Support the ongoing business strategy by ensuring that the product pricing remains competitive and profitable across the PSG Wealth business units. This will involve performing and overseeing calculations and investigative work for ongoing pricing reviews for both the Fund and Securities platforms, including product and pricing support for both the Advised and Online distribution channels. • Support the consideration for special or large transaction platform fee requests. • Provide and oversee support to the sales team on client queries, operational matters or data requirements. • Provide reporting to the PSG Life Board and Retirement Fund Trustees on platform related matters and ESG controls. • Oversee product maintenance activities on our investment and wealth products, which will include providing technical input into the investment platform’s client interfaces and reports.  • Support the delivery of accurate tools and calculators used by PSG Wealth and our distribution network (advisors), including the maintenance of tools and investment tools (e.g. Reg28 calculator, income tax). • Manage the team providing platform fund maintenance, e.g. new and ongoing fund due diligence and tracking of performance and sales commitments. • Participation in the Platform Product committee and reporting to stakeholders. Minimum requirements:  • University Degree majoring in either Investment Management, Insurance mathematics, Actuarial Science or Financial management. • Past experience with LISP platforms and long term savings and investment product development • Pricing experience on wealth and investment products, such as living annuities, PSP, endowments • Programming and modelling skills, specifically financial modelling • High level of computer literacy, especially SQL, MS Excel, MS PowerPoint, PowerBI and VBA. • Familiarity with Morningstar reporting products • Past team management experience • Previous work experience in a related role (Life company / LISP / Asset manager) preferable. 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 03/09/2024. 

The JSE rose 0.30% to end at 84 026 on Wednesday, marking new record highs, driven by ongoing optimism about potential rate cuts following data that indicated a weaker-than-expected US labour market. On the domestic front, SA's inflation rate dropped to 4.60% in July, its lowest level in three years, moving closer to the South African Reserve Bank's target and reinforcing the argument for policy easing. Read what else happened in the markets yesterday: https://lnkd.in/dMuccU6W

In a recent interview with BusinessDay, CIO, Adriaan Pask delves into the general optimism around the GNU and foreign investment impact we’ve seen since the implementation of the GNU. Listen to the full discussion: https://lnkd.in/gUXWZJEx

A wealth transfer plan coupled with a comprehensive financial plan will assist and guide younger generations to build on what they have inherited, in a responsible way. Wealth Manager Carina van Rooyen tells us more in this IOL News article: https://lnkd.in/dFvkUtu5

In our recent #ThinkBigPSG episode, Transnet Group CE, Michelle Phillips said she is confident that the SOE will meet its recovery plan targets and get back on track. Hear what else she had to say on our Spotify channel: https://lnkd.in/dmBVuyVf

Vacancy | Client Services Team Leader | 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: • Supervision of workload of the team and allocation to team members to optimize service provision and administrative support across the hours of the contact centre • Monitor and evaluate consultants´ activities and team operations • Resolving internal and external queries from financial advisors and clients • Communicating information regarding instructions, processes and procedures to advisors and clients • Proactively retaining and attracting business by providing excellent service to advisors and clients • Maintaining Monthly Attendance Record • Maintaining Key Performance Activities (KPA) • Performing and maintaining corrective actions where necessary to increase staff performance • Panel-admin training of new staff • Handling and resolving escalations, second call resolutions etc • Drive bulk admin function communication (failed and unpaid annuities, advisor commission suspension etc) • Identify opportunities and implement actions to streamline business processes • Servicing and maintaining direct client and/or financial advisor base for Life and Investment Products • Quality assurance of correspondence sent by the consultants telephonically or by email • Online Enrolments • Back up to team members where necessary • Provide support to the Client Services Manager in the development and implementation of technology and systems to ensure the most effective use of new technology and opportunities. Minimum requirements: • Minimum qualification: Financial degree (NQF Level 7) • Minimum of 2 year experience as a Team Leader in a Life/LISP Call Centre/Client Services environment • Professional and friendly telephone manner • Good understanding of mathematical calculations • Take initiative • Excellent time management skills • Ability to multi-task and have good organisational capacity • Problem solving skills • Can work independently and as part of a team • Apply sound judgement in query resolution • Outcomes based training ability • Natural leadership skills • Detailed systems observation, attention to detail and solving arising problems. • Ability to do performance calculations and reconciliations • Approachable and supportive • High ability to mediate and resolve dispute 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 28/08/2024.