Wealth Product Specialist
We are seeking a seasoned Wealth Product Specialist to join our clients Technical Adviser Support team in Tygervalley, Cape Town. This is a pivotal mid-senior role responsible for supporting a national network of financial advisers with complex advice matters and ensuring our product suite remains market-competitive.
Experience Required: 7+ years in wealth and investment products
Key Responsibilities
As a subject matter expert, you will bridge the gap between technical product analysis and practical distribution. Your core duties will include:
Large Case Management: Serving as the expert for the large case review process and presenting findings to senior management.Adviser Support: Providing proactive and reactive technical advisory support to distribution teams and advisers.
Due Diligence: Collaborating with risk and finance teams to conduct thorough product and provider due diligence.
Strategic Projects: Working with cross-functional teams on distribution projects and technical/distribution committees.
Content & Communication: Drafting industry-relevant articles, technical notes, and marketing communications related to advice activities.
Leadership: Managing direct reporting staff and facilitating technical training for junior team members.
What You Bring
Education: A Degree in Financial Management, Financial Planning, or a related field. A Postgraduate Diploma in Financial Planning is highly advantageous.
Expertise: In-depth knowledge of financial planning and experience engaging at an EXCO/Senior Management level.Skills: Exceptional analytical abilities, high emotional intelligence, and the ability to explain complex business requirements clearly.