Job Classification
- Job Requisition: 139105
- 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
Job Purpose
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.
People Specification
Essential Qualification - NQF Level
- B.Degree in Commerce / Financial Planning
- Postgraduate Diploma in Financial Planning
Preferred Certifications
CFP Certification
Minimum Experience Level
3 - 5 years relevant experience supporting advisors and financial planners with product support in the areas of Employee Benefits and Umbrella Funds. Including but are not limited to Group RAs, Long-Term insurance products and other group retirement offerings.
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
Behavioural Competencies
- Customer Focus
- Decision Making
- Facilitating Change
- Initiating Action
- Innovation
- Technical/Professional Knowledge and Skills
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Please contact the Nedbank Recruiting Team at +27 860 555 566
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