About the Role:

We’re looking for a Senior Client Specialist to drive excellence in Broker Consultant (BC) support, lead product expertise initiatives, and strengthen the Wealth & Investments front-office Centre of Excellence. 

This role combines product mastery, advanced client engagement, operational accuracy, and strategic insight serving as a senior influencer in the client value chain.

What You’ll Do includes but limited to:

• Provide specialist product and technical support to BCs on complex client cases and bespoke solutions
• Manage high-level client escalations requiring deep investment and product knowledge
• Interpret product rules, fund performance, and market trends to guide internal teams
• Design and deliver advanced product and capability training for distribution teams
• Drive continuous improvement of processes, knowledge tools, and service workflows

What You’ll Bring:

Qualifications and Experience

• Bachelor’s Degree
• Investment or finance-related qualification preferred
• Minimum 4 years in Investment Advisory or Wealth/Asset-Management client services

Skills and Attributes

• Strong knowledge of investment products and regulatory frameworks
• High-level accuracy, analytical ability, and problem-solving skills
• Professional client interaction and confident handling of escalations

Competencies:

• Maintains professional, high-quality service in high-pressure situations
• Takes ownership, works accurately, and maintains strong compliance discipline

Why Join Us:

You’ll be part of an organisation that genuinely puts people first our clients, our colleagues, and our communities. We believe that excellence and empathy go hand in hand, and that every interaction is an opportunity to make a difference.

Here your work matters, your ideas are heard, and your contribution helps shape a service that truly supports people in their time of need.

Contact information

Wilma Spitsbaard