Wealth Product Specialist
3 weeks ago
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 #J-18808-Ljbffr
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Wealth Product Specialist
1 week ago
Cape Town, Western Cape, South Africa Staff Concepts Full time R1 092 000 - R2 184 000 per yearJob 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....
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Wealth Manager
4 weeks ago
Cape Town, South Africa Iza Wealth (Pty) Ltd Full timeCompany Description Iza Wealth (Pty) Ltd is an independently owned financial advisory company committed to offering objective specialist offshore financial advice and services to individuals and families. We guide our clients through the complex and evolving world of global finance and regulation. Supported by an international network of partner...
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Product Specialist
2 weeks ago
Cape Town, South Africa The Recruitment Council Full timeTechnical Specialist - Wealth ProductsJoin a leading Financial Services firm in Tygervalley, Cape Town, as a Technical Specialist in the Technical Adviser Support team. This is a Full Time, Mid-Senior level role that is overall responsible for supporting a large national network of advisors with complex advice-related matters in the Wealth division.The...
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Wealth Product Specialist
3 days ago
Cape Town, South Africa Staff Concepts Full timeJob 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...
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Wealth Management Specialist
2 days ago
Cape Town, South Africa Bank Of America Full timeJob Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Wealth Management Specialist
1 week ago
Cape Town, Western Cape, South Africa Bank of America Full time US$29 - US$45Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Cape Town, South Africa Staff Concepts Full timeA financial services firm is seeking a Wealth Product Specialist to support a network of financial advisers. The ideal candidate will have over 7 years of experience in wealth and investment products, with strong knowledge in financial planning. Responsibilities include managing complex advice matters and collaborating with cross-functional teams on...
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Private Wealth Manager
3 days ago
Johannesburg, ZA / Cape Town, ZA / Pretoria, ZA Carrick Wealth Full time R500 000 - R2 000 000 per yearApply Here: Position PreviewJob Title: Private Wealth ManagerType of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTUREWhat role would this job typically report into: Regional ManagerJOB PURPOSEIn this role, you'd be required to meet with...
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Technical Specialist: Product
2 weeks ago
Cape Town, South Africa Hire Resolve Full timeExecutive Career Opportunity: Technical Specialist Product Location: Tygervalley, Cape Town Industry: Financial Services (Wealth) Career Level: Mid-Senior Salary: Highly Competitive Market-Related CTC Package Closing Date: November 2025 Are you a seasoned Wealth Product Specialist with over 7 years of experience in investments and financial planning, ready...
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Technical Specialist: Product
3 days ago
Cape Town, Western Cape, South Africa Hire Resolve Full time R900 000 - R1 200 000 per yearExecutive Career Opportunity: Technical Specialist ProductLocation: Tygervalley, Cape TownIndustry: Financial Services (Wealth)Career Level: Mid-SeniorSalary: Highly Competitive Market-Related CTC PackageClosing Date: November 2025Are you a seasoned Wealth Product Specialist with over 7 years of experience in investments and financial planning, ready to lead...
