Technical Product Specialist (Wealth & Investment)

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.

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.