Wealth Product SpecialistStaff Concepts • Cape Town, Western Cape, South Africa

Wealth Product Specialist

Staff Concepts • Cape Town, Western Cape, South Africa

2 days ago

Job description

Job description

This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis.

It is based in our Technical Adviser Support team.

The role is overall responsible to support a large national network of financial advisers with complex advice related matters.

This includes working closely with product providers ensuring that our product suite remain competitive.

Qualifications

Degree in Financial Management / Financial Planning or related
Postgraduate Diploma in Financial Planning (Advantageous)Experience
A minimum of 7 years' experience in wealth and investment products
In-depth knowledge of financial planning
Experience engaging at an EXCO / Senior Management level
Exposure to working directly with financial advisers

Responsibilities

Subject matter expert and manager of the large case review process including presenting the case and findings to senior management for approval

On an ongoing basis, evaluate, review and improve large case process

Subject matter expert on technical product and advice matters including but not limited to adviser focused meetings and relevant technical / distribution committees

Working with cross-functional teams on strategic distribution projects where Wealth SME's are required

Assist with the provision of content to technical adviser support team (Technical Advisory Services) and marketing in relation to advice and distribution activities.

Draft, review and sign-off communication for marketing purposes in relation to advice and distribution activities.

Collaborating with cross-divisional teams on product and product provider due diligence.

Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive)

Draft of communication on technical topics e.g. Take Notes, industry relevant articles.

Represent Technical Advisory Services as Wealth Product expert on Technical Advisory Services and non-Technical Advisory Services related committees

Due diligence on product and product providers in collaboration with the risk and finance team

Research on ad hoc projects

Effective management of direct reporting staff

Responsible for facilitation of Technical Training to junior staff

Employment Details

Job Type : Full-time

Pay : R 00 per month

Work Location : In person

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Product Specialist • Cape Town, Western Cape, South Africa

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