Our client is a financial services group that offers practical financial solutions for people, communities and businesses. They are looking for an Investments Product Specialist. This role drives the strategic design and delivery of innovative, client-focused product and platform solutions, with growing autonomy and cross-functional collaboration to meet evolving investor needs and support business growth.

Candidates who are interested should be a Senior Actuarial Student or CFA Charterholder with at least 5 years’ experience in a financial services environment, specifically in the international LISP (Linked Investment Service Provider) or investment platform industry, with proven exposure to product development, pricing, platform strategy or capability design. You should have comprehensive knowledge of the South African LISP landscape, including its regulatory frameworks, tax implications and competitive dynamics. Exposure to or experience in the offshore LISP market is strongly preferred, given the international focus of the business.

Responsibilities will include:

• Contributing meaningfully to the design, enhancement and lifecycle management of the business’ platform products and capabilities, ensuring alignment with client and adviser needs, business strategy and long-term sustainability.
• Evaluating and shaping product and capability solutions through a multidisciplinary lens, incorporating regulatory, compliance, risk and financial perspectives to ensure that business-wide impact is well understood and proactively addressed.
• Driving the continuous review and optimisation of products and platform features, ensuring that they remain competitive, compliant and fit for-purpose across key South African and targeted international jurisdictions.
• Providing specialist product expertise and insights to financial advisers, clients and internal stakeholders, acting as a trusted partner in guiding strategic product conversations and resolving complex product-related queries.
• Identifying and recommending enhancements to improve the overall adviser and client experience, with a strong focus on ensuring the delivery of fair client outcomes and alignment with Treating Customers Fairly (TCF) principles.
• Actively engaging in and positively influencing change and transformation initiatives, contributing to business agility and the successful implementation of strategic priorities.

For more information, please contact Henda.