Fund Specialist | Cape Town | Permanent

Designation: Fund Specialist | Cape Town | Permanent

Category: Sales

Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by: PSG Financial Services

Posted on: 29 Jun 2026

Reference Number: POS37170

Closing date: 31-Jul-2026

Position Type: Permanent

Location: Constantia Main Road

Overview:

VACANCY | FUND SPECIALIST | CAPE TOWN | PERMANENT

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

Job description:

PSG requires the services of a competent individual to develop and maintain relationships with financial advisers. It will be important for the candidate to have a thorough understanding of the South African and global macro environment, including knowledge to explain to existing and potential clients why our funds are positioned (equities, cash, bonds, etcetera) in a certain manner. This should ultimately translate into advisers supporting our product range.

Responsibilities:

• Fund Specialist for PSG Asset Management and marketing the range of unit trust funds to retail multi managers and high profile financial advisory practices within the independent and corporate market;
• Building the PSG Asset Management brand in the retail industry;
• Maintaining good relationships with financial advisory practices;
• Analysing the target market in order to identify new business opportunities;
• Have a solid understanding of the Cape Town, Eastern Cape and KwaZulu Natal retail market and having a well-defined strategy of how targets will be achieved;
• Prepare and execute a business development strategy in line with the team strategy;
• Continuously keeping abreast of industry changes and market trends;
• Continuous innovation and idea generation for marketing pitches and client presentations.

Minimum requirements:

• Minimum B.Com degree
• Understanding of the Afrikaans language
• 2 years+ min industry experience
• MS office experience (Word, Excel, PowerPoint, Outlook)

Advantageous:

• Sales or Financial Planning experience within the Financial services sector
• Understanding of Unit trusts

Competencies required:

• Planning/organising and coordinating skills
• Interpersonal skills (Interaction with different business divisions and level of management)
• Communication skills (verbal and written)
• Solutions driven
• Industry specific knowledge
• Strong analytical skills
• Applying technical expertise
• Acute computer skills
• Time management skills
• Creativity and innovating
• Presentation and Marketing skills
• Decision & problem solving skills
• Research/Analysis skills

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 31 July 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.