Our client is looking for a Technical Advice Specialist, someone with a strong understanding of the wealth management platform. The incumbent will be responsible for the development of best practice advice modelling and materials to support the evolution of the company philosophy, ensuring better outcomes for customers and supporting Retail distribution and product house.

Job Specification

• Assist in developing of technical material and tools to enable the distribution
Collaboration and feedback with product houses to develop needs based solutions for clients
Assist research to develop an understanding of life insurance, short term insurance and investment products offered internally and in the market
• Support to distribution channels
• Assistance with the developing of house view notes, supporting material and reporting within tools linked to continued thought leadership, product development (informing) and compliance.
• Development models to support and test best practice
• Regular consultations with Sales and Service Distribution and product houses on best practice advice tools required
• Maintenance of External Stakeholder relationships
• Modelling competencies – Advanced Excel, VBA, statistical models

Minimum Requirements...
Qualifications
• Relevant commerce or legal degree.
A CFA, CFP or ASSA would be preferred.

Required Experience
• 2-3 years’ experience in financial services industry is essential
• Investment analysis experience
• Product development knowledge
• Technical marketing skills, presentation skills
• Keen interest in wealth management
• Experience with Excel, VBA, statistical modelling, etc.