NedBank
Product Specialist (Employee Benefits)
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Job Description
- Req#: 139105
- Job Requisition: 139105
- TA Specialist: Refilwe Falatsi
- Closing Date: 8 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
- B.Degree in Commerce / Financial Planning
- Postgraduate Diploma in Financial Planning
- Communication Strategies
- Data analysis
- Industry trends
- Principles of financial management
- Relevant regulatory knowledge
- Decision-making process
- Cluster Specific Operational Knowledge
- Governance, risk and controls
- Customer Focus
- Decision Making
- Facilitating Change
- Initiating Action
- Innovation
- Technical/Professional Knowledge and Skills
Job Classification
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
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
Behavioural Competencies
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Please contact the Nedbank Recruiting Team at +27 860 555 566
About the company
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