Investment Product Specialist

SUMMARY:
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POSITION INFO:

Overview:

Our client is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking, and administration services, as well as a wide range of savings products, to institutional and retail clients. 

Responsibilities:

• Build an in-depth understanding of industry products and client preferences to create and maintain investment products throughout the group, including globally domiciled, locally domiciled, umbrella, retail and institutional investment products
• Conduct thorough client, competitor and market research impacting product design
• Jointly develop, price and drive competitive client solutions across wrappers including but not limited to UCITS, CIS, Life and ETFs
• Drive product synergies between business units and enhance cross-selling
• Understand changing customer needs and market dynamics and how this impacts existing products
• Supply marketing with investment views and articles relative to products and investment positioning
• Provide investment consulting services to large institutional and retail clients
• Conduct presentations to conferences, clients or internal, as required

Requirements:

• Relevant tertiary qualification
• CFA and/or Actuary candidate or qualification
• 5 to 10 years’ experience within financial services, including product development
• Strong MS Excel and database skills
• Strong quantitative and analytical skills
• General market awareness
• Ability to work in a team

Core competencies required: 

• Strong analytical and numerical skills
• Attention to detail whilst always linking numbers to the bigger picture
• Ability to work methodically
• Good organizational skills
• Deadline driven
• A passion for investments
• Excellent presentation skills