Cape Town: Investment Product Specialist posted by Rory Mackie & Associates

Date	2024-07-25
Job Title	Investment Product Specialist
Employer	Rory Mackie & Associates More Information
Salary	0
Category	It Computer
Location	Western Cape / Cape Town

Job Summary

Overview:

Our client is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking, and administration services, as well as a wide range of savings products, to institutional and retail clients.

Responsibilities:

Build an in-depth understanding of industry products and client preferences to create and maintain investment products throughout the group, including globally domiciled, locally domiciled, umbrella, retail and institutional investment products
Conduct thorough client, competitor and market research impacting product design
Jointly develop, price and drive competitive client solutions across wrappers including but not limited to UCITS, CIS, Life and ETFs
Drive product synergies between business units and enhance cross-selling
Understand changing customer needs and market dynamics and how this impacts existing products
Supply marketing with investment views and articles relative to products and investment positioning
Provide investment consulting services to large institutional and retail clients
Conduct presentations to conferences, clients or internal, as required

Requirements:

Relevant tertiary qualification
CFA and/or Actuary candidate or qualification
5 to 10 years experience within financial services, including product development
Strong MS Excel and database skills
Strong quantitative and analytical skills
General market awareness
Ability to work in a team

Core competencies required:

Strong analytical and numerical skills
Attention to detail whilst always linking numbers to the bigger picture
Ability to work methodically
Good organizational skills
Deadline driven
A passion for investments
Excellent presentation skills

Investment Product Specialist position available in Western Cape, Cape Town. This job position was posted by Rory Mackie & Associates. The job has been posted as a premium ad on 2024-07-25 at 13:11:00 in the It Computer category

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