Senior Technical Product Specialist - Wealth & Investment

Hire Resolve; Cape Town; On-site; ZAR 1,000,000 - 1,600,000; Full time

Job summary

A leading financial services group seeks a Technical Product Specialist in Cape Town, specializing in wealth management. This senior position requires a minimum of 7 years' experience in wealth and investment products, strong analytical and presentation skills, and the ability to support a national network of financial advisers. You will manage complex case reviews and evaluate investment products, contributing to the firm's ongoing success and innovation in the industry. Join a team that values diversity and excellence.

Qualifications

• Minimum of 7 years’ experience in wealth and investment products.
• In-depth knowledge of financial planning and experience with financial advisers.
• Proven experience engaging at an EXCO or Senior Management level.

Responsibilities

• Act as the subject matter expert for a national network of advisers.
• Manage the large case review process and present findings.
• Evaluate and compare market investment product offerings.

Skills

Complex advice support

Analytical abilities

Presentation skills

Negotiation

Education

Degree in Financial Management

Postgraduate Diploma in Financial Planning

Job description

A leading financial services group seeks a Technical Product Specialist in Cape Town, specializing in wealth management. This senior position requires a minimum of 7 years' experience in wealth and investment products, strong analytical and presentation skills, and the ability to support a national network of financial advisers. You will manage complex case reviews and evaluate investment products, contributing to the firm's ongoing success and innovation in the industry. Join a team that values diversity and excellence.