Wealth Product Specialist

1 week ago

Cape Town, Western Cape, South Africa Staff Concepts Full time R1 092 000 - R2 184 000 per year

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

· 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

Job Type: Full-time

Pay: R90 500,00 per month

Work Location: In person

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