12 Management Roles jobs in Cape Town

Overview

Job description

There is no standard job description! Jobs change with projects and clients.

What we require are consultants with experience in business analysis who can successfully operate across a wide range of project roles.

Our clients rely on us to manage and contribute to the successful completion of large complex projects. In the recent past we have been very busy with large system implementations implementation of outsourcing arrangements and the development of new strategic capabilities for our clients.

The successful applicant will be working on projects based offsite at our clients. The nature of these projects will vary depending on the scope of Solves engagement. Our consultants get involved in a wide variety of work and may operate in unfamiliar project roles. Although they can always rely on support from Solve management and colleagues they will have to use their own experience and common sense to perform their work.

Required (candidates lacking any of these attributes will not be considered) :

• Proven track record in a similar position minimum 5 years
• University graduate
• Professional qualification as Business Analyst
• Experience in the Financial Services industry esp. Investment Employee Benefits Life and Treasury
• Experienced user of Microsoft Office applications (Excel Word PowerPoint Outlook)
• Reliable self-motivated enthusiastic resilient team player
• Disciplined ethical strong EQ
• Able to cope with changes and uncertainty about the next project role must be prepared to perform a wide range of activities
• Strong communication skills written and oral
• Prepared to travel domestically (potentially internationally) for work at a client
• Chartered Accountant CA(SA) with experience in the Financial Services sector
• Exposure to project work in a client environment
• IT skills
• Knowledge of mainstream systems used in the Financial Services
• Some experience in business or system architecture
• Experience in engaging with senior executives of an organisation
• Exposure to project management
• Access to a network of potential clients to support the business development activities of Solve

• Chartered Accountant CA(SA) with experience in the Financial Services sector
• Exposure to project work in a client environment
• IT skills
• Knowledge of mainstream systems used in the Financial Services
• Some experience in business or system architecture
• Experience in engaging with senior executives of an organisation
• Exposure to project management. Access to a network of potential clients to support the business development activities of Solve.

Project Management Methodology, Project / Program Management, Change Management, Order Management System, Business Analysis, Visio, Data Management, Project Management, Metadata, Management Consulting, Data Analysis Skills, Taxonomy

• Employment Type : Full Time
• Experience : years
• Vacancy : 1

Role summary:

Our client is a well-established and reputable boutique Asset Management company which has done very well in recent years in terms of their approach to investing and the performance of their funds that are typically geared towards the retail market. They are now looking for an astute business development professional and client-oriented individual who is keen to use their technical skills and knowledge of financial markets to promote the company’s product range amongst the IFA networks and build and maintain solid client relationships based on superior investment performance and trust.

Duties and Responsibilities:

1. Client visits including presentations to groups of clients and broker networks, sometimes accompanied by an investment manager – servicing a client base situated in Cape Town as well as outlying areas (Boland, Eastern Cape, South Cape).
2. Preparation of regular communication to clients including reporting and explanation of performance.
3. Growing assets from new clients and existing clients, identifying new avenues for business.
4. Communication and management of client accounts – starting with a client base of varying sizes and growing over time.
5. Pro-actively analyse client’s businesses to determine suitability of company funds for their requirements.
6. Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
7. Must be in a position to discuss financial planning concepts with clients.
8. Maintain and constantly update client database through effective use of Sales Logix.

To apply for this role please send your CV and supporting documentation to , alternatively call for a confidential conversation.

Overview

We Are Seeking An Experienced Medical Mentor & Process Coach To Strengthen The Accuracy And Effectiveness Of Our Insurance Interview Process. This Individual Will:

• Mentor & Train: Provide structured training, coaching, and on-the-job guidance to agents with no prior medical background.
• Develop Job Aids: Create simple, practical reference guides (common medicines, diseases, probing questions) to enable agents to conduct effective customer interviews.
• Support New Hires: Ensure smooth onboarding and capability-building of new joiners.
• Quality Oversight: Review agent performance, identify knowledge gaps, and provide corrective coaching.
• Client Interaction: Represent the process in weekly/monthly business reviews, share insights, highlight improvements, and build confidence with the client and underwriters.
• Process Improvement: Recommend changes that make interviews more effective, improve accuracy of documentation, and reduce call handling times.
• Help Operations to track and report progress in a clear and meaningful way to internal leadership and the client.

This is a pivotal role, bridging the gap between non-medical agents and highly technical underwriters, ensuring smoother workflows, better customer conversations, and enhanced client trust.

• Mid-Senior level

• Full-time

• Administrative
• Industry: Business Consulting and Services

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About the team:

The role forms part of a global team that supports the main order management system, trading platforms as well as other front office applications. The scope of the role also encompasses analysis and resolution of problems and issues arising from middle office and front office users. Issues primarily relate to trade life cycle (including implementation, execution and settlement) as well as any data or platform issues that support the trade lifecycle.

Recruiter:

Rory Mackie & Associates

Job Ref:



Date posted:

Thursday, June 5, 2025

Location:

Cape Town, South Africa

SUMMARY:

POSITION INFO:

About the team:

The role forms part of a global team that supports the main order management system, trading platforms as well as other front office applications. The scope of the role also encompasses analysis and resolution of problems and issues arising from middle office and front office users. Issues primarily relate to trade life cycle (including implementation, execution and settlement) as well as any data or platform issues that support the trade lifecycle.

Responsibilities:

• Provide a first point of contact to the business to enable efficient and effective restoration of incidents and requests for service
• Responsibilities include initial assessment, prioritization, triage, escalation and resolution of incidents and requests relating to the trade management team
• Provide clear communication and instruction to users on related issues. Escalating to senior management and key stakeholders where necessary
• Maintain a positive customer support experience and build strong relationships through deep problem understanding, ensuring timely resolution or escalation, communicating promptly on progress, and handling customers with a professional attitude
• Assist management with reporting and audit across the trade management team
  
  

• Must have relevant qualification (Finance, IT) related degree
• Minimum of 3 years exposure to the trade lifecycle/supporting front office users (Trading, Operations, Portfolio Management)
• Good analytical and problem-solving skills
• Proven interest in Technology and Finance
• Charles River IMS
• Good Customer Service
  
  

• Strong Excel
• Microsoft Office
• SQL Desirable
• CRIMS highly desirable or Any other OMS
  
  

• The ability to build and maintain meaningful relationships
• A client focused and collaborative approach
• Ambition, balanced with decency and humanity
• Ability to analyse, interpret and assimilate information
  
  
  
  

• Seniority level Mid-Senior level

• Employment type Contract

• Job function Information Technology
• Industries Advertising Services

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Cape Town, Western Cape, South Africa 5 hours ago

Cape Town, Western Cape, South Africa 1 month ago

Stellenbosch, Western Cape, South Africa 1 day ago

Bellville, Western Cape, South Africa ZAR45,000.00-ZAR50,000.00 1 week ago

Cape Town, Western Cape, South Africa 3 weeks ago

Cape Town, Western Cape, South Africa 1 month ago

City of Cape Town, Western Cape, South Africa 1 day ago

Bellville, Western Cape, South Africa 3 days ago

Bellville, Western Cape, South Africa 4 days ago

City of Cape Town, Western Cape, South Africa 2 weeks ago

Cape Town, Western Cape, South Africa 1 month ago

Cape Town, Western Cape, South Africa 1 month ago

Cape Town, Western Cape, South Africa 1 month ago

Cape Town, Western Cape, South Africa 1 month ago

Cape Town, Western Cape, South Africa 1 month ago

Cape Town, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 5 hours ago

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Kuils River, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 2 weeks ago

Cape Town, Western Cape, South Africa 1 month ago

Cape Town, Western Cape, South Africa 3 weeks ago

Cape Town, Western Cape, South Africa 2 days ago

Cape Town, Western Cape, South Africa 1 year ago

Cape Town, Western Cape, South Africa 3 days ago

City of Cape Town, Western Cape, South Africa 3 weeks ago

Cape Town, Western Cape, South Africa 1 day ago

Cape Town, Western Cape, South Africa 4 months ago

Cape Town, Western Cape, South Africa 3 days ago

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Our client is seeking a Business Development Manager to drive growth in the Western Cape retail investor/IFA market. This role will focus on expanding our brand presence and increasing engagement within the investment community.

• Establish new sources for investor inflows from the IFA/adviser market.
• Build profitable relationships with IFAs, Wealth Managers, Family Offices, etc.
• Maintain and enhance the existing client base.
• Focus on client satisfaction.

Raising Assets from New IFAs, Wealth Managers, and Family Offices:

• Build trusting relationships through active and effective outward engagement.
• Ensure constant business development and manage a pipeline of opportunities:
  • Attract new business and leads.
  • Encourage additional investments from existing clients (cross and up-selling).
• Initiate further referrals from existing investors.
• Host prospecting events to support business inflows by building quality relationships.

• Build and enhance relationships with the most valued investors through active engagement.

• Continually evaluate and research effective communication channels.
• Schedule regular face-to-face meetings with investors and prospective investors.
• Arrange and host client functions.
• Attend networking events.

• Previous sales experience in the financial industry.
• Proven track record of securing new business (at least 2-3 years).
• Ability to service, close, and up-sell accounts.
• Existing network of Cape Town-based IFAs.
• Ideally holds a CFP/CFA/CAIA/Investment Honours or other finance-related qualification.

• Exceptional written and verbal communication skills.
• Attention to detail.
• Strong negotiating skills.
• Conceptual thinking ability.
• Effective presentation and writing skills.
• Aptitude for figures.
• Ability to function effectively under stress.
• Exceptional interpersonal skills.
• Service-oriented and personable.
• High energy level and self-starter.
• Displays integrity and honesty in all work-related interactions.
• Intelligent, quick thinker, stress-tolerant.
• Mature, confident, well-presented, and professional.
• Developed sense of duty, commitment, responsibility, and accountability.

Our client is a dynamic and reputable Boutique Asset Management Company that has consistently performed well over the past few years. By virtue of their AUM, they can be described as a mid-sized boutique manager with a very sound and stable investment team and a comprehensive product offering available to the Institutional market. They are now looking for an Affirmative action candidate who is skilled and experienced to take their good investment performance and product range to the institutional space in South Africa. To this endeavour, they are looking for a dynamic business development executive with experience in the SA institutional market.

Overview

To generate new business and achieve agreed sales targets for all investment services provided by the Asset Management Company and to retain existing clients through ongoing contact and support via regular report backs and client meetings.

Key Duties:

1. Prospecting and identification of new business opportunities with particular emphasis on the Institutional market with the purpose of building the AUM of the Asset Management Company.
2. Progress approved sales campaigns and produce appropriate reports on their status and success.
3. Manage the progression of pipeline business opportunities and agreed business development programmes to ensure that the products and services meet client expectations, and that their requirements and solutions are properly documented.
4. Analyse prospect and client databases to maximise new business opportunities.
5. Develop close working relationships with key Institutional clients and intermediaries to ensure that the business potential of each is maximised and to exploit the opportunity for new business flows.
6. Provide ongoing information and advice to clients about the Asset Management business services and products.
7. Assist in the development of marketing plans to help create awareness and interest in the company’s Asset Management services and products.
8. Maintain an awareness and understanding of industry, market and product developments to recommend appropriate strategies and business development campaigns.

Requirements:

1. Tertiary qualification in Finance or Financial Markets, CFA ideally.
2. An outstanding track record in new business development with a minimum of 5 years experience in Asset Management business development with Institutional clients.
3. An ability to prospect for new business and identify opportunities to implement action in pursuit of business goals.
4. An excellent working knowledge of the investment industry, investment management techniques, collective investment schemes, and the methods by which securities are traded and settled.
5. An in-depth understanding of the professional needs of Institutional clients with regards to the Financial Markets and investment products.
6. A good understanding of the benefits of investment companies and investment products and how they are administered.
7. An ability to conduct effective presentations to both large and small audiences.
8. Excellent communication skills both in the written and oral form, in an appropriate, concise, and accurate manner.
9. Appropriate professional qualifications to meet local Regulatory requirements to promote Institutional Asset Management investment products and give information and advice on them.

To apply for this position please send your CV and supporting documentation to

3E seeks a Sales Engineer to drive technical sales and client success in Sub-Saharan Africa, with a focus on Southern, Western, Central, and Eastern regions. This role combines technical expertise with commercial acumen, emphasizing proposal development, tender management, and client engagement to expand 3E’s consultancy solutions. As such, you are the main point of contact with the key stakeholders in Sub-Saharan Africa renewable energy market, proactively identifying, pursuing and landing new opportunities to achieve the ambitious growth expected for 3E’s Consultancy business.

The position will be based in Cape Town, with eventually some travel nationally and internationally.

This role prioritizes 3E’s Technical Consultancy Services, with SaaS sales being a complementary component of the position.

The ideal candidate has a background within the wind and/or solar business (including hybrid and BESS systems), brings an existing network, a proven track-record of successful business development and sales, and is heavily committed to further growing the 3E business with an innovative mindset.

• You are a technically skilled communicator passionate about renewable energy, with a knack for crafting winning proposals and navigating complex tenders.
• You balance Business Development (lead generation) and Sales (contract signing) beautifully and thrive in an international and dynamic organisation.
• You hold an Engineering degree (Electrical, Sales, Renewable Energy, or related field).
• Your verbal and written communication skills in English and other languages are top-notch.
• Excellent understanding of the renewable energy sector, with an extensive network, notably IPP’s, project developers, lenders and investment funds.
• 3+ years in technical sales or sales engineering, with 1+ years in renewable energy (solar, wind, BESS, or hybrid systems).
• Proven experience in writing proposals and managing national/international tenders (public and private sectors).
• Deep understanding of REIPPP and utility-scale project lifecycle (development, financing, construction, operation).
• Fluency in English; French/Portuguese is a plus.
• You come with project management skills to support colleagues through the execution of business development, especially during the hand-over phase after signature of the contract.
• Proficiency in CRM tools (e.g., HubSpot) and tender platforms.
• Ability to distil technical concepts into compelling commercial narratives.

What you will be doing:

1. Sales Engineer- Proposal & Tender Leadership (70% initial focus):

• Prepare technical-economic proposals for private/public tenders, RFPs, and RFIs, including South Africa’s REIPPP and international bids. Dedicate significant time in the initial months to preparing technical-economic proposals, ensuring a deep understanding of 3E’s services and alignment with client needs.
• Tender Management: Lead the writing, submission, and organization of private/public tenders (national and international), including RFPs, RFIs, and bids offering 3E services.
• Ensure compliance with tender requirements, deadlines, and documentation standards.
• Organize and submit bids for utility-scale projects, C&I, collaborating with Engineering and Legal teams.

• Leverage knowledge of Sub-Saharan Africa’s renewable energy dynamics, including REIPPP requirements, financing, and project lifecycle (development to operation).
• Identifying most relevant opportunities in the solar and wind market for 3E’s consultancy service in the African sub-Saharan region.
• Attend conferences and engage stakeholders (IPPs, developers, lenders) to uncover opportunities.
• Lead and mentor a business development team, providing guidance and support.
• Establish key performance indicators (KPIs) for business development efforts.
• Regularly monitor and report on progress against KPIs, adjusting strategies as needed.
• Utilize CRM (Customer Relationship Management) systems and other technology tools to manage and track business development activities.

• Act as a technical advisor, delivering tailored demos of Consultancy solutions to address client challenges.
• Follow up with existing clients to identify upselling opportunities and ensure smooth handover to Operations.

In addition to joining a fast-growing international company that promotes a stimulating atmosphere in a highly motivated group of people, 3E offers a unique opportunity to further develop yourself in a company/team with an ambitious growth plan, delivering innovative services.

Furthermore:

• Salary in line with your level of experience.
• Salary package: laptop, medical aid allowance, phone allowance, 18 leave days (24 after 1 year of service), 13th check (prorated, end of year), coverage of professional hotel & travel costs, company mobile phone & subscription.
• Career growth potential within a fast-expanding company.
• Flexible working /Home office.
• An international environment with projects in over 100 countries worldwide and colleagues of more than 35 nationalities.

Our client is a dynamic and reputable Boutique Asset Management Company that has consistently performed well over the past few years. By virtue of their AUM, they can be described as a mid-sized boutique manager with a very sound and stable investment team and a comprehensive product offering available to the Institutional market. They are now looking for an Affirmative action candidate who is skilled and experienced to take their good investment performance and product range to the institutional space in South Africa. To this endeavour, they are looking for a dynamic business development executive with experience in the SA institutional market.

Overview

To generate new business and achieve agreed sales targets for all investment services provided by the Asset Management Company and to retain existing clients through ongoing contact and support via regular report backs and client meetings.

Key Duties:

1. Prospecting and identification of new business opportunities with particular emphasis on the Institutional market with the purpose of building the AUM of the Asset Management Company.
2. Progress approved sales campaigns and produce appropriate reports on their status and success.
3. Manage the progression of pipeline business opportunities and agreed business development programmes to ensure that the products and services meet client expectations, and that their requirements and solutions are properly documented.
4. Analyse prospect and client databases to maximise new business opportunities.
5. Develop close working relationships with key Institutional clients and intermediaries to ensure that the business potential of each is maximised and to exploit the opportunity for new business flows.
6. Provide ongoing information and advice to clients about the Asset Management business services and products.
7. Assist in the development of marketing plans to help create awareness and interest in the company’s Asset Management services and products.
8. Maintain an awareness and understanding of industry, market and product developments to recommend appropriate strategies and business development campaigns.

Requirements:

1. Tertiary qualification in Finance or Financial Markets, CFA ideally.
2. An outstanding track record in new business development with a minimum of 5 years experience in Asset Management business development with Institutional clients.
3. An ability to prospect for new business and identify opportunities to implement action in pursuit of business goals.
4. An excellent working knowledge of the investment industry, investment management techniques, collective investment schemes, and the methods by which securities are traded and settled.
5. An in-depth understanding of the professional needs of Institutional clients with regards to the Financial Markets and investment products.
6. A good understanding of the benefits of investment companies and investment products and how they are administered.
7. An ability to conduct effective presentations to both large and small audiences.
8. Excellent communication skills both in the written and oral form, in an appropriate, concise, and accurate manner.
9. Appropriate professional qualifications to meet local Regulatory requirements to promote Institutional Asset Management investment products and give information and advice on them.

To apply for this position please send your CV and supporting documentation to