Technical Specialist: Product

1 week ago

Tygervalley, South Africa PSG Konsult Full time

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 advisers with complex advice related matters in PSG Wealth. This includes working closely with product providers ensuring that our product suite remain competitive.

**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

**Minimum requirements**:

- 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

**Skills/Competencies**:

- Ability to clearly explain and define complex business requirements
- Excellent verbal and written communication skills
- Excellent management and leadership skills
- Attention to detail and analytical skills
- Strong interpersonal and relationship building skills
- Proven ability to identify, assess and solve problems
- Highly adaptable and resilient
- High emotional intelligence
- Teamwork
- Ability to influence and negotiate
- Good presentation skills

**How to Apply**:
**Experience**:

- investment and wealth product: 7 years (required)
- engaging at an EXCO/Senior Management level: 5 years (required)
- working directly with advisers: 5 years (required)
- dealing with large cases: 5 years (required)

License/Certification:

- Degree in Financial Management / Financial Planning? (required)

**Location**:

- Tygervalley, Western Cape (preferred)

Work Location: In person

  • Technical Specialist: Product Tyger Valley, Cape Town, Western Cape Permanent

    1 week ago

    Tygervalley, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Technical Specialist: Product | Tyger Valley, Cape Town, Western Cape | Permanent **Category**: - Technical Support **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 28 Oct 2025 **Reference...

  • Business Development Technical Support Specialist

    1 week ago

    Tygervalley, South Africa Sanlam Full time

    **Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Technical Specialist

    1 week ago

    Tygervalley, South Africa Helderberg Personnel Full time

    a+|n+|technical specialist The purpose of this role is to provide a single point of contact for end users to receive support, and maintenance within the organizations computing environment. This includes installing, diagnosing, repairing, maintaining and upgrading all computer hardware and equipment to ensure optimal workstation performance. **Main duties...

  • Head of Product and Solutions

    2 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Sanlam Specialised Finance (SanFin) is responsible for creation of shared value for Sanlam, its shareholders, policy holders, and societies with in which it operates by managing financial risk, developing financial products, and balance sheet optimisation, pursuing investments and financing opportunities in assets, sectors, markets,...

  • Business Development Technical Support Co-ordinator

    1 week ago

    Tygervalley, South Africa Sanlam Full time

    **Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Product Development Pricing Specialist Based in

    2 weeks ago

    Tygervalley, South Africa Sanlam Full time

    **Who are we?** At SanlamAllianz, we are proud of being the largest Pan-African, non-banking financial services organization on the continent. Our dynamic operations span across 27 African countries (excluding South Africa), and our business is focused on life insurance, general insurance, retail credit, health, bancassurance, and asset management. Our core...

  • Product Manager

    1 week ago

    Tygervalley, South Africa Sanlam Full time

    **What will you do?** - About Glacier- Glacier is a subsidiary of Sanlam. ‘World-class’ is a word we use often as we bring together leading experts and respected financial services companies to meet our clients’ investment needs. We take pride in delivering leading being a chosen partner of acclaimed financial intermediaries through our superior...

  • Product Manager: Life Investments

    1 week ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Product Manager: Life Annuity Portfolio

    7 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Ic Client Service Specialist

    2 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who we are? Sanlam Investments (SI) consists of some of South Africa's leading investment and wealth management businesses and is based in Cape Town, with a presence in Sub-Saharan Africa, the United Kingdom and Europe. About the role? Key responsibilities Implementations of wrap funds All administration tasks and handling of queries relating to wrap funds...