Job title : Product Specialist
Job Location : Western Cape,
Deadline : October 22, 2025
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Ideal experience :
At least 5 years of work experience in the Investment Industry, ideally in linked investment platform or Product Development role.Demonstrable track record of involvement in developing or implementing new investment product ideas in the retail market.In-depth understanding of financial services with demonstrable insights into the investment needs or individuals.A good understanding of the investment industry tax and regulatory framework.Sound analytical skills and proficiency with analysis of large data sets using Excel and Power BI.Ideal qualifications :
A Bachelor’s degree with a focus on Investments / Economics with demonstrated academic excellence.A strong analytical degree with or studying towards a post graduate investments qualification (E.g., CFP)Duties and Responsibilities
Development of integrated product solutions, or changes to existing strategies, in conjunction with investment team and business development teams.Ensuring the unique mutuality value proposition is enhanced and developed for the linked investment services platform.Assist with ensuring product offering remains in line with regulatory requirements, through development or amendment of product features.Conduct research and review of both local and international products and proposition offerings, as well as tracking and analysing trends on linked investment services platforms, to identify gaps, opportunities, and enhancements in line with regulatory and industry standards.Engage with various business stakeholders to understand strategic requirements and needs from a product and proposition offering perspective.Data analysis to identify trends and behavior to guide thinking around holistic solutions and personalization opportunities.Conduct annual and ad-hoc calculations on PPS Members using the linked investment platform and PPS funds to determine qualifying assets for annual profit allocations.Draft and present business case proposals through relevant Committees for approvals.Act as a key product knowledge expert in projects to support project management teams to implement new products, propositions and strategies within the business.Sign-off on product related content and support to business on product related itemsAccounting / Financial Services jobs