Securities Trader

VACANCY | SECURITIES TRADER | ROSEBANK, GAUTENG | PERMANENT

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Job Summary

An outstanding opportunity for a dynamic and self-motivated investment professional to join a leading PSG Wealth office. The primarily equities trading role is extensive in scope but centres on the effective stewardship of a sophisticated high net clientele book and their capital.

Strategic Wealth Management & Execution Specialist

The successful candidate will enjoy an excellent opportunity to either enhance their career in a multi disciplined and established wealth management practice with a lucrative commission structure, or where an existing book of clients can be consolidated enjoy the benefits of an Equity Partnership within the role as well. The position responsibilities and rewards will depend on the specific candidates' own experience, academic qualifications and whether they have their own book of clients. The job title of Junior Equities Trader, Stockbroker or Equity Partner Stockbroking may apply.

This opportunity requires both security research and trading mastery. In addition, may, in the case of Junior Equities Trader, require administrative as well as technical support to existing team members, assist with data collection for equity research and provide portfolio performance feedback reports. You will be required to cover companies listed both locally and offshore and contribute to our research process.

MBTI Framework & Behavioural Blueprint:

To survive crushing market pressures while maintaining flawless client retention, the operational profile of this desk maps closely the Myers-Briggs Type Indicator (MBTI) profiles of an ENTJ or an ESTP. Candidates must demonstrate:

• Strategic Leadership & Client Advisory: Natural authority, extraverted and gregarious outreach to comfort anxious investors during volatile drawdowns; complete emotional detachment to execute objective risk management and cut losing positions swiftly without ego interference.
• Analytical Dominance & Tactical Agility: Exceptional situational real-time awareness, high calculated risk tolerance on fast-paced execution desks, sharp pattern recognition on the tape, and a clear passion for equity markets paired with flawless accuracy under pressure.

Key Responsibilities

Portfolio Strategy & Private Client Trading

• Manage private client securities portfolios and dynamically execute trades across both local and international equity exchanges.
• Proactively engage primarily unmanaged and active day-trading clients to independently structure, execute, and scale trade volumes.
• Defend, manage, and systematically grow existing Assets Under Management (AUM) through long-term asset allocation frameworks.
• Maintain high competency across global execution infrastructures, operating comfortably within trading systems including Iress, Bloomberg Terminal, and Morningstar to harvest essential market data.

Equity Research, Financial Modeling & Analysis

• Conduct comprehensive security data collection and corporate analysis on an assigned coverage list of 20 to 30 companies listed both locally and offshore, directly contributing to the team's formal research process.
• Utilize advanced MS Excel skills to construct, test, and maintain financial models, screening matrices, and macroeconomic interpretation tools.
• Evaluate corporate results and financial statement releases, leveraging a strong accounting and finance background to isolate valuation dislocations.

Client Relationship Management & Support

• Provide premium client relationship management, acting as a direct, proactive point of contact to solve client enquiries, portfolio feedback loops, and account issues.
• Generate, verify, and assist in compiling performance reporting for complex client portfolios, ensuring high data precision.
• Deliver administrative and technical support to the broader trading team (applicable to the junior role positioning) to maintain error-free office workflows.

Requirements

Minimum requirements:

• Minimum Bachelor of Commerce (BCom) or Bachelor of Science (BSc) majoring in Finance, Economics, Investment Management, Corporate Finance, or a heavily financial/accounting-focused degree.
• South African Institute of Financial Markets (SAIFM) Registered Persons Exams: Completed Equity Market module alongside the Regulation and Ethics module.
• Financial Sector Conduct Authority (FSCA) Regulatory Exam 5 (RE5) for Representatives passed.
• 3+ years of direct experience within an equities trading or private client wealth environment.
• Advanced computer literacy, with mastery over MS Office and specifically complex MS Excel modelling, screening, and data-set manipulation.
• Linguistic written and spoken mastery of English and at least one other of the official South African languages.
• Valid South African driver's license and own reliable vehicle.
• Must represent the practice with complete professionalism, high interpersonal brilliance, and unwavering compliance integrity.

Additional Requirements:

• Postgraduate Finance Qualifications (Honours, Masters) or professional designations such as a CFA® (Chartered Financial Analyst) or CSB® (Stockbroker) qualification are highly advantageous.
• An existing transferable or consolidatable book of high-net-worth clients is highly advantageous and directly impacts senior positioning/equity partnership terms.

Competencies required:

• Effective communication and knowledge sharing abilities
• Attention to detail and accuracy
• Communication and influencing skills
• Results Orientated and driven to find solutions

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 29 October 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.