Wealth Product Specialist

SUMMARY:
Wealth Product Specialist

POSITION INFO:

We are seeking a seasoned Wealth Product Specialist to join our clients Technical Adviser Support team in Tygervalley, Cape Town. This is a pivotal mid-senior role responsible for supporting a national network of financial advisers with complex advice matters and ensuring our product suite remains market-competitive.

Experience Required: 7+ years in wealth and investment products

Key Responsibilities

As a subject matter expert, you will bridge the gap between technical product analysis and practical distribution. Your core duties will include:

Large Case Management: Serving as the expert for the large case review process and presenting findings to senior management.

Adviser Support: Providing proactive and reactive technical advisory support to distribution teams and advisers.

Due Diligence: Collaborating with risk and finance teams to conduct thorough product and provider due diligence.

Strategic Projects: Working with cross-functional teams on distribution projects and technical/distribution committees.

Content & Communication: Drafting industry-relevant articles, technical notes, and marketing communications related to advice activities.

Leadership: Managing direct reporting staff and facilitating technical training for junior team members.

What You Bring

Education: A Degree in Financial Management, Financial Planning, or a related field. A Postgraduate Diploma in Financial Planning is highly advantageous.

Expertise: In-depth knowledge of financial planning and experience engaging at an EXCO/Senior Management level.

Skills: Exceptional analytical abilities, high emotional intelligence, and the ability to explain complex business requirements clearly.