Product Specialist

at Best Jobs
Location Cape Town, South Africa
Date Posted Jun 24, 2020
Category Retail Jobs
Job Type Full-time

Description

We are looking for an Investment Product Specialist to manage, maintain and develop my client's Investments, pre and post retirement products. The include Collective Investment Scheme Manco, Living Annuity, UCITS IV feed-fund and Funds established in terms of the Pension Fund Act.

This role reports to the Head of Investments

Qualification:
Related Financial / Investment / Commercial Degree

Minimum Requirements:

3 Years experience int he CIS industry
Strong understanding of the investment, tax and regulatory environment in South Africa
Knowledge of technical and operation requirements of Manco operations
Excellent working knowledge a of CISCA and its regulations
Key accountability and responsibilities include but are not limited to:

All Products:

Draft and maintain product specification documents and collateral for products
Ensure products are aligned with the changing regulatory environment, market dynamics and customer needs.
Project manage the implementation of new products or product enhancements across the business
Working closely with digital and IT to develop and enhance integrated product solutions and customer experience across the business
Maintenance of product tools and calculators
Providing technical marketing support and product positioning
CIS Manco:

Responsible for operations of the CIS Manco
Manage relationship with 3rd party administrator
Liaise with the internal and external compliance to ensure that policies are in line with the relevant regulation and legislation
Ensure operating procedures are compliant with company policies and service standards
Preparation and completion of Manco Board and Sub-Committee packs
Manage Manco relationship with external parties including Trustee, custodians and the FSCA
Assist with financial reporting of the Manco

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