272 Management Associate jobs in South Africa

Overview

Join our team and you will support the growth of our business by managing a range of lead management related activities. You will be responsible for managing ongoing day to day tasks, working with key stakeholders to drive business impact through the lead management activities.

Working in the Sales Support department, you will be contributing to the ultimate success of the Stepstone business.

By joining our team, you will be playing a vital role as together we reimagine the labour market to make it work for everybody.

Lead Qualification and Management :

• Review and qualify inbound leads based on predefined criteria, ensuring they align with the ideal customer profile and line of business.
• Prioritize and score leads using lead scoring tools and methodologies to assess sales readiness.
• Manage lead records, ensuring data integrity and accuracy in the CRM system.
• Distribute qualified leads to appropriate sales team members based on predefined guidelines.

Sales Pipeline Support :

• Collaborate with the sales team to provide timely and effective lead hand-offs.
• Track the lead progression within the pipeline, identifying gaps and recommending actions to enhance lead conversion to both sales managers and Quality Assurance manager.

CRM & Data Management :

• Update and maintain lead records in the CRM (e.g. SAP CRM).
• Ensure CRM data hygiene by verifying lead information, identifying duplicates, and merging records as necessary.
• Generate and share regular reports on lead activity, source quality, and conversion metrics.

Reporting and Analysis :

• Analyse lead data to provide insights and recommendations for optimizing lead flow and conversion rates.
• Ensure delivery of ongoing lead management tasks (90% time) e.g. lead matching and allocation.
• Use third-party systems & tools to enable increased lead data quality.
• Support and work with cross-functional teams and stakeholders as needed on lead related projects.
• Identify opportunities for process improvements to enhance lead management.
• Provide sales with actionable leads that drive new business growth and positively impact the sales journey.
• Develop strong relationships with colleagues to support with lead tasks.

• Accuracy and strong attention to detail
• Good communication and interpersonal skills to collaborate with cross-functional teams and stakeholders at varying levels across the business.
• Skills in MS Office, especially MS Excel.
• SAP CRM experience
• Independent worker that can effectively prioritise and manage time.
• Positive mindset to work and change.
• Minimum of a matric education with 2+ years’ experience in sales / lead management and 3+ years with hands-on experience in CRM systems.
• Proficiency in CRM platforms (e.g., SAP CRM, Salesforce, HubSpot).
• Familiarity with lead scoring and qualification tools.
• Strong Excel and data analysis skills.
• Soft Skills :
• Excellent communication and collaboration skills to work effectively with cross-functional teams.
• Highly organized with an eye for detail.
• Analytical mindset with the ability to interpret data and provide actionable insights.

• We are a community here that cares as much about your life outside work as how you feel when you’re with us. Because your job shouldn’t take over your life, it should enrich it. Here are some of the benefits we offer :
• 20 days annual leave and extra days between Christmas and New Year
• Paid sick leave from day one
• 16 days of family leave per year
• Hybrid working model
• Volunteering days
• Maternity and Paternity leave benefits
• Group life Cover including disability and Funeral cover
• 24 / 7 Employee Assistance Programme
• Discovery Flexicare

Equal opportunities are important to us. We believe that diversity and inclusion at The Stepstone Group are critical to our success as a global company, so we want to recruit, develop, and keep the best talent. We encourage applications from everyone, regardless of background, gender identity, sexual orientation, disability status, ethnicity, belief, age, family or parental status, and any other characteristic.

Company Description

Pnet is a leading online job board in South Africa dedicated to connecting job seekers with their ideal employment opportunities. As a major player in the South African job market, we had a key role in facilitating millions of job placements across various sectors and industries.

We are proud to be part of The Stepstone Group, a global expert in job-tech platforms. Being part of a global team allows us to leverage cutting-edge technology, data, and industry expertise to enhance our services and continuously innovate our technology to meet the needs of the job market.

Join our team and you will support the growth of our business by managing a range of lead management related activities. You will be responsible for managing ongoing day to day tasks, working with key stakeholders to drive business impact through the lead management activities.

Working in the Sales Support department, you will be contributing to the ultimate success of the Stepstone business.

By joining our team, you will be playing a vital role as together we reimagine the labour market to make it work for everybody.

Your Responsibilities

• Lead Qualification and Management:
• Review and qualify inbound leads based on predefined criteria, ensuring they align with the ideal customer profile and line of business.
• Prioritize and score leads using lead scoring tools and methodologies to assess sales readiness.
• Manage lead records, ensuring data integrity and accuracy in the CRM system.
• Distribute qualified leads to appropriate sales team members based on predefined guidelines.

• Sales Pipeline Support:
• Collaborate with the sales team to provide timely and effective lead hand-offs.
• Track the lead progression within the pipeline, identifying gaps and recommending actions to enhance lead conversion to both sales managers and Quality Assurance manager.

• CRM & Data Management:
• Update and maintain lead records in the CRM (e.g. SAP CRM).
• Ensure CRM data hygiene by verifying lead information, identifying duplicates, and merging records as necessary.
• Generate and share regular reports on lead activity, source quality, and conversion metrics.

• Reporting and Analysis:
• Analyse lead data to provide insights and recommendations for optimizing lead flow and conversion rates.
• Ensure delivery of ongoing lead management tasks (90% time) e.g. lead matching and allocation.
• Use third-party systems & tools to enable increased lead data quality.
• Support and work with cross-functional teams and stakeholders as needed on lead related projects.
• Identify opportunities for process improvements to enhance lead management.
• Provide sales with actionable leads that drive new business growth and positively impact the sales journey.
• Develop strong relationships with colleagues to support with lead tasks.

• Accuracy and strong attention to detail
• Good communication and interpersonal skills to collaborate with cross-functional teams and stakeholders at varying levels across the business.
• Skills in MS Office, especially MS Excel.
• SAP CRM experience
• Independent worker that can effectively prioritise and manage time.
• Positive mindset to work and change.
• Minimum of a matric education with 2+ years’ experience in sales / lead management and 3+ years with hands-on experience in CRM systems.
• Proficiency in CRM platforms (e.g., SAP CRM, Salesforce, HubSpot).
• Familiarity with lead scoring and qualification tools.
• Strong Excel and data analysis skills.
• Soft Skills:
• Excellent communication and collaboration skills to work effectively with cross-functional teams.
• Highly organized with an eye for detail.
• Analytical mindset with the ability to interpret data and provide actionable insights.

We are a community here that cares as much about your life outside work as how you feel when you’re with us. Because your job shouldn’t take over your life, it should enrich it. Here are some of the benefits we offer:

• 20 days annual leave and extra days between Christmas and New Year
• Paid sick leave from day one
• 16 days of family leave per year
• Hybrid working model
• Volunteering days
• Maternity and Paternity leave benefits
• Group life Cover including disability and Funeral cover
• 24/7 Employee Assistance Programme
• Discovery Flexicare

Our Commitment

Equal opportunities are important to us. We believe that diversity and inclusion at The Stepstone Group are critical to our success as a global company, so we want to recruit, develop, and keep the best talent. We encourage applications from everyone, regardless of background, gender identity, sexual orientation, disability status, ethnicity, belief, age, family or parental status, and any other characteristic.

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SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

Recruiter:

The Recruitment Council

Job Ref:

Wealth Management As.

Date posted:

Tuesday, May 13, 2025

Location:

Claremont, South Africa

Salary:

Market Related

SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

POSITION INFO:

Job Headline:

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town

• Prepare client onboarding documentation and manage CRM updates
• Liaise with internal teams and service providers on client matters
• Draft Record of Advice and ensure compliance with FAIS and FICA
• Compile asset allocation reports, proposals, and financial needs analyses
• Assist with onboarding complex client structures (local and offshore)
• Collaborate with paraplanners and contribute to reporting innovation
  
  

• 3–5 years'' experience in financial planning or wealth management
• Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)
• CFP and RE5 (advantageous)
• Strong organisational skills and attention to detail
• Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

We're on the hunt for a super sharp, switched-on Wealth Management Associate to join our dynamic Sandton-based team If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.
Bring your energy, savvy, and passion for all things finance - and let's take your career to the next level
Summary
The Wealth Management Associate will be responsible for executing daily administrative, customer service, research, and operational tasks. The role supports The MD of Wealth and Investments by providing internal advisory services.

What To Expect

• Researching advice-related issues for inclusion in client reports and Records of Advice
• Uploading client financial information onto software systems and preparing financial scenarios for planner use
• Conducting portfolio analysis to align with client and advisor requirements
• Drafting Records of Advice for Financial Planners
• Assisting in managing the client review process
• Handling top-up and ad hoc investments, as well as rebalancing portfolios
• Preparing meeting packs and recording minutes
• Maintaining compliance and monitoring risk products
• Conducting portfolio analyses
• Managing operational and regulatory reporting
• Resolving client queries via phone and email
• Assisting with compliance officer visits and audit processes
• Performing general office management and administrative duties as needed
• Overseeing client review scheduling and updates
• Conducting financial market and fund research
• Completing work requests as per financial planning policies
• Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
• Preparing review meeting reports for Senior Wealth Planners
• Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
• Performing financial calculations and risk analyses to identify shortfalls and propose solutions
• Researching developments in investment and risk products
• Undertaking research for investment and advisory solutions
• Participating in assigned projects
• Ensuring adherence to FICA and FAIS compliance regulations
• Maintaining professional knowledge to align with industry and legislative requirements

Qualifications
What You'll Bring:

• Degree or qualification in a relevant field
• Post-graduate qualification preferred
• Meeting Fit and Proper requirements as per the FAIS Act for representative appointment

Skills

• Proficiency in Microsoft Word and Excel
• Ability to build and maintain strong client relationships
• Strong written and interpersonal communication skills
• Comprehensive understanding of financial advisory compliance

Personal Attributes

• Client-focused, professional, and ethical
• Enthusiastic, friendly, and positive-minded
• Well-organized, deadline-driven, and diligent
• Effective problem-solver with strong multitasking ability
• Team player with the capacity to work independently
• High ethical standards and maturity

Are you a detail-driven administration professional passionate about delivering exceptional client service in Wealth Management? We're looking for a dynamic Wealth Management Associate (WMA) to join our team and become an administrative partner to one of our experienced Wealth Managers.

About the role:

As a Wealth Management Associate, you'll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring compliance. You will act as a vital support partner, allowing the Wealth Manager to focus on growing wealth for our private clients and their families.

What you'll do:

• Provide full administrative support to the Wealth Manager
• Prepare onboarding documentation and client review packs
• Update and maintain client CRM profiles
• Liaise with clients, internal teams, and service providers
• Ensure compliance with FICA and FAIS regulations
• Draft Records of Advice and disclosure documents
• Assist with compiling financial and retirement needs analyses

What you'll bring to the role and the team:

• 3-5 years of experience in financial planning support or administration
• Strong understanding of FAIS, FICA, and the financial services environment (CAT II advantageous)
• Strong computer literacy (MS Office Suite, SharePoint, XPlan beneficial)
• High attention to detail with excellent organisational and planning skills
• Strong communication skills – confident engaging with clients telephonically and via email
• A proactive, team-oriented attitude with the ability to prioritize and work under pressure
• Interest in FinTech systems and a fast-learning mindset
• Commerce or financial degree from a reputable institution advantageous
• CFP designation or RE5 qualification advantageous

Why join us?

• Be part of a respected and award winning team.
• Develop your career in a supportive, professional environment with mentorship from Wealth Managers and other industry professionals.
• Enjoy working in a role where your attention to detail and efficiency make a real impact on the client experience.
• Structured training and orientation to set you up for success from day one.
• Provident fund (risk and savings) as part of cost to company salary
• Study support program and study leave
• Discretionary performance and incentive bonus
• Peer reward and recognition program
• Work from home for 1 day per week after probation
• Active social committee with events throughout the year
• Paid for parking in Claremont

Step into the role of a Weekend Property Management Associate, where you'll become the beacon of exceptional service for Houst Customers and guests. In this dynamic position, you'll navigate customer inquiries across various channels - email, phone, and chat- tackling intricate, non-standard issues with ingenuity. Your toolbox will include out of the box-thinking, troubleshooting prowess, excellent communication skills and logical thinking.

Key responsibilities of the role:

• Provide unparalleled service via telephone, email and WhatsApp, ensuring our clients and guests feel valued and supported.
• Elevate as the point of escalation from HostSupport, resolving issues with the utmost satisfaction.
• Onboard new properties, simplifying complex information for diverse customers.
• Collaborate with cross-functional teams to uncover optimal solutions, resolve queries and champion resolution claims.
• Spot and leverage opportunities to enhance customer retention and satisfaction.
• Harness your decision-making prowess to determine refunds and goodwill gestures using logic, company procedures, and market insights.
• Contribute innovative ideas to enhance processes and elevate the overall experience for Houst customers and guests.
• Champion the customer cause, forging commercially successful partnerships.
• Manage your delegated inbox with finesse and oversee the project management of cases, ensuring a seamless and efficient workflow.

Requirements
*Key Skills *

• Team player with superb written and verbal communication skills.
• Previous experience in a customer service environment or account management is preferable.
• Proven ability to communicate complex technical problems in "customer-friendly" language.
• Ability to think outside the box and find creative ways to solve problems.
• A working understanding of vacation rentals.
• Confidence in decision-making and owning your cases.
• Previous experience with G-Suite.
• Well organised with the ability to multi-task and prioritise workload

Benefits

• 23 days paid holiday days (plus public holidays)
• An extra day off for your birthday - because who wants to work on their birthday?
• Employee discounts - at heaps of restaurants, shops, gym memberships, cinema tickets and more
• Pawternity - We encourage proud parents of new pets to work from home to help their new member settle in
• Laptop - for business use

Working hours: 09:00- 18:00 (UK Hours)
Salary: R12,000- R18,000 per month (dependent on experience)

In Scope:

1. Enter SAP Orders according to ContiTech (CT) Work Instructions, MTS Orders in SAP Module SD (P61) -> Pilot AAM PTS Business
2. Order Intake via EDI, Tangro, manual orders
3. Confirm orders with lead times based on CT Guideline to customers via SAP workflow (automatic) or shared E-Mail Address within 2 working days
4. Orders will be sent from CT to External Service Provider via E-Mail

- Training / Onboarding initially done by CT; afterwards Train a Trainer concept by Service Provider
- In case of questions the Service Provider needs to contact CT Contact immediately
- Fixed price / order or flat-rate
- Payment once a month
- In case of mistakes the Service provider needs to be liable for consequential damage
- NDA crucial for external provider

• Work effectively in teams, including multi-disciplinary teams
• Demonstrates even-tempered, tactful, considerate and pleasant behavior
• Presents and maintains a professional demeanor
• Self-starter, able to determine work steps based on management direction
• Takes initiative and asks clarifying questions as necessary
• Demonstrated ability to manage multiple priorities and follow through on projects to completion
• Maintains composure in a fast-paced, rapidly changing environment
• Consistently exhibits sound professional judgment
• Ability to identify and analyze issues, prioritize and quickly recommend and implement appropriate solutions
• Demonstrated ability to achieve successful outcomes in handling difficult situations, customers and suppliers
• Thinking critically and structuring analyses to solve poorly defined problems
• Basic project management skills, including understanding how to plan for own work in reasonable time frame and break tasks into achievable sub-tasks
• Strong analytical abilities, including ability to leverage Excel, Access and other quantitative analysis tools
• Strong business modeling experience
• Ability to effectively interact with many levels of management in both one-on-one and multi-disciplinary group settings
• Good written and oral communication skills

Ready to drive with Continental? Take the first step and fill in the online application.

• Bachelor’s degree or equivalent
• 2-5 years of experience in Customer Service, Order Management or Supply Chain roles
• Order Management or Supply Chain Management experience required
• Small group project or process improvement initiative
• At least 2 years experience in a BPO or shared services environment working with Asia, Australia, Europe, South Africa, Latin America or North America market.

Continental develops pioneering technologies and services for sustainable and connected mobility of people and their goods. Founded in 1871, the technology company offers safe, efficient, intelligent and affordable solutions for vehicles, machines, traffic and transportation. In 2021, Continental generated sales of €33.8 billion and currently employs more than 190,000 people in 58 countries and markets. On October 8, 2021, the company celebrated its 150th anniversary. The ContiTech group sector develops and manufactures, for example, cross-material, environmentally friendly and intelligent products and systems for the automotive industry, railway engineering, mining, agriculture and other key industries. Guided by the vision of “smart and sustainable solutions beyond rubber,” the group sector draws on its long-standing knowledge of the industry and materials to open up new business opportunities by combining various materials with electronic components and individual services.