Product Specialist (financial Advisory)
Johannesburg, Gauteng, South Africa
Job Description
Job Classification
- Job Requisition: 139101
- TA Specialist: Refilwe Falatsi
- Closing Date: 4 August 2025
- Location: 135 Rivonia Campus, Sandown
- Cluster: Personal and Private Banking | Private and Wealth | Investments
- Please Note: Preference will be given to applicants from Underrepresented Groups
To oversee and provide support with regards to the products and platforms that are covered in the Product Houseview.
Job Responsibilities
- Conduct initial and ongoing product and platform due diligence.
- Reporting on product and platform penetration, sales, performance, trends and forecasts.
- Product training and support to the business, including induction, provider training and ongoing awareness.
- Ongoing competitor analysis and market insights to ensure that there are no gaps in our approved product offering, and that our houseview is comprehensive compared to market.
- Maintain approved funds and solutions on approved platforms
- Maintain the product specific training platform and ensure that content gets reviewed, updated and approved on a regular basis.
- Provide frontline support with product comparison, appropriateness of products, deal-making and structuring.
- Build and maintain relationships with frontline, product providers and platforms.
- Relevant Tertiary Qualification
- Post graduate diploma in Financial Planning
CFP Certification
Minimum Experience Level
3 - 5 years relevant experience supporting advisors and financial planners with product support, including but are not limited to Unit Trusts, Long-Term insurance products and other Investments.
Technical / Professional Knowledge
- Communication Strategies
- Data analysis
- Industry trends
- Principles of financial management
- Relevant regulatory knowledge
- Decision-making process
- Cluster Specific Operational Knowledge
- Governance, risk and controls
- Customer Focus
- Decision Making
- Facilitating Change
- Initiating Action
- Innovation
- Technical/Professional Knowledge and Skills
Please contact the Nedbank Recruiting Team at +27 860 555 566
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Job Detail
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Job IdJD1473016
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationJohannesburg, Gauteng, South Africa
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EducationNot mentioned