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.
• Proven experience engaging at an EXCO or Senior Management level.
• Strong analytical abilities, excellent presentation skills, and the resilience to solve complex business requirements.

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.
• Stakeholder Liaison: Build and maintain strong relationships with internal teams and external product providers.
• Technical Training: Responsible for the facilitation of Technical Training to junior staff to enhance the overall team’s knowledge base.
• Strategic Research: Conduct research on ad-hoc projects and stay ahead of industry trends in wealth and investment products.

Skills

Complex advice support

Analytical abilities

Presentation skills

Negotiation

Education

Degree in Financial Management

Postgraduate Diploma in Financial Planning

Job description

Career Opportunity: Technical Product Specialist (Wealth & Investment)

Job Title: Technical Product Specialist (TAS)

Location: Tygervalley, Cape Town

Contract Type: Full-time, Permanent

Industry: Wealth Management / Financial Services

Salary: Competitive Senior Package (Market Related)

Are you a Wealth Product Specialist with deep technical expertise and a passion for high-level financial planning?

A leading South African financial services group is seeking a Technical Product Specialist to join their Technical Adviser Support (TAS) team in Tygervalley. This senior role is perfect for a "Business Consultant" style professional—someone from a background in major financial institutions—who possesses deep product knowledge and the ability to provide complex advice support to a national network of financial advisers.

Key Responsibilities

• Complex Advice Support: Act as the subject matter expert to support a large national network of advisers with complex advice and investment matters.

• Case Reviews: Manage and lead the "large case review" process, including presenting findings and recommendations to senior management for approval.

• Product Analysis: Evaluate and compare investment product offerings across the market to ensure the current suite remains competitive.

• Stakeholder Liaison: Build and maintain strong relationships with internal teams and external product providers.

• Technical Training: Responsible for the facilitation of Technical Training to junior staff to enhance the overall team’s knowledge base.

• Strategic Research: Conduct research on ad-hoc projects and stay ahead of industry trends in wealth and investment products.

Minimum Requirements

• Experience: A minimum of 7 years’ experience in wealth and investment products.

• Expertise: In-depth knowledge of financial planning and experience working directly with financial advisers.

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

• Leadership: Proven experience engaging at an EXCO or Senior Management level.

• Skills: Strong analytical abilities, excellent presentation skills, and the resilience to solve complex business requirements.

Ideal Candidate Profile

We are specifically looking for candidates with the "Business Consultant" (BC) mindset found in major financial institutions. You should be highly adaptable, possess high emotional intelligence, and be skilled at influencing and negotiating at a high level.

How to Apply

Join a firm that values diversity and excellence in financial planning.

Email: [e-mail]

Apply online: www.hireresolve.co.za

Reference: TechSpecialist_CT_2026