125 Training Management jobs in South Africa

RQ1560432 – Development Management Officer

Swellendam, Western Cape Carrington Blake Recruitment

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Job Description

  • £23.32 an hour
  • Full time

Purpose of the job
This role works across the functions of Planning Policy and Development Management and
Enforcement. The postholder will fulfil allocated tasks and duties to meet the operational
demands of the Planning Service.
Policy: Effectively lead on projects, workstreams and effectively project manage key
evidence documents to inform and support policy development. Support the delivery of
Council’s planning policy function, ensuring guidance is up to date by planning and
participating in projects and work streams including researching and writing policy,
consultation and engagement exercises and assisting in taking those projects and work
streams through the milestones to external examination where necessary. Assisting in
implementing and delivering policies and guidance in practice, preparing appeal statements,
appearing at hearings and answering enquiries from applicants, their agents and other
customers in relation to planning matters, advising other departments as required.
Development Management and Enforcement: To implement the policies and procedures of
the Council with regard to the management of development. Ensure the timely processing of
planning submissions and related activities such as appeals, in accordance with national and
local performance targets. To investigate, assess and take appropriate action in respect of
alleged breaches of planning control to safeguard the environmental quality and amenities of
North Northamptonshire, and maintain public confidence in the planning system.

Principal responsibilities

1. Assisting senior colleagues and Managers in the Planning Service.
2. Ensuring the highest levels of customer service.
3. Support initiatives and all aspects of process improvement and systems review where
needed.
4. Take responsibility for personal development and continuous improvement to develop
a thorough understanding of current issues, processes, legislation or systems.
5. To maximise personal productivity, minimise errors and produce high quality and timely
work outputs.
6. Attendance at evening and weekend meetings/committees/exhibitions.
Policy:
7. Assisting in developing policy, and other planning and design guidance, based upon
appropriate evidence, involving stakeholders and the public in policy development and
taking draft policy through formal adoption processes, including preparing for Key
Decisions and Examinations in Public as necessary
8. Undertaking research to provide a sound and up to date evidence base for policy
development for both North Northamptonshire as a whole, and for specified places as a
key element of place shaping.
9. Participating in projects to deliver local plan objectives, in relation to a topic or a spatial
area.
10. Maintaining a broad knowledge of the policy issues across North Northamptonshire
and developing specialist knowledge in certain aspects according to business needs,
preparing briefings for senior officers, managers and Councillors.
11. Providing guidance and support for communities considering or preparing
neighbourhood plans
12. Facilitating at public events as part of community engagement
13. Assisting in maintaining databases and monitoring systems. Analysing evidence and
drawing out trends, patterns and characteristics for both the borough as a whole and
specified places in need of policy development.
14. Providing policy observations on applications for planning permission, advice to other
Council departments, and working on corporate projects as required, including the
Infrastructure Delivery Plan.
15. Preparing statements and other materials for appeals and prosecutions, and to appear
as the Council’s representative at inquiries, hearings and court.
16. Assist on work on Special Projects which may from time to time arise.
17. Assist the preparation of commissioning briefs and the procurement of professional
consultants to advise the Council on technical matters essential to support plan
making.
18. To assist in developing the application of Information Technology in the planning policy
process, including the Council’s Geographical Information System.
Development Management and Enforcement:
19. Assisting in the validation of planning applications and other submissions.
20. Dealing with a case load of some of smaller scale planning applications, and/or alleged
breaches of planning control, including the carrying out of site inspections, research,
consultations and assessment of the case. Making appropriate recommendations in
accordance with the policies of the Council under the direction of senior colleagues.
21. Preparation and presenting of Committee reports on planning and other applications.
22. Negotiating to improve development proposals.
23. Providing advice and assistance to the public, prospective applicants, and others about
more complex planning proposals. Providing effective customer liaison and information
to all in actual and alleged breaches of planning control.
24. Liaison with other sections of the department, other departments of the Council and other
bodies to ensure full consideration is given to all factors relating to proposed
developments.
25. Liaison with other sections of the service, other sections of the Council and other
bodies to ensure full consideration is given to all factors relating to proposed
developments and/or a joined-up corporate approach to enforcement in the public
interest.
26. Preparation of statements and representing the Council as an expert planning witness
at hearings, inquiries or in Court.
27. Dealing with service complaints (where appropriate) in accordance with the Council’s
corporate complaints procedure; assisting the Local Government Ombudsman where
necessary in their investigations.

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Senior Actuarial Specialist: Development & Management

Outsized

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Job Description

Senior Actuarial Specialist: Development & Management

Outsized City of Cape Town, Western Cape, South Africa

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Senior Actuarial Specialist: Development & Management

Outsized City of Cape Town, Western Cape, South Africa

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Join to apply for the Senior Actuarial Specialist: Development & Management role at Outsized

Our client is looking for a highly skilled and motivated Senior Actuarial Specialist to join their team on a 6-month contract, with the possibility of renewal for an additional 6 months. This role is integral to the successful implementation and ongoing management of business-as-usual (BAU) processes for a new Savings & Income (S&I) product range and system platform.

The ideal candidate will bring 4 to 5 years of actuarial or equivalent analytical experience, with a strong numeric background. Experience in setting up BAU processes for new systems is highly recommended. You will play a key role in ensuring smooth operational transitions, process optimisation, and system integration efforts.

They are looking for someone with excellent analytical and problem-solving skills, proficiency in MS Excel, and a keen eye for detail. The role requires strong communication and time-management abilities, as well as the initiative to proactively improve processes and drive results in a fast-paced, high-pressure environment.

Core responsibilities will include:

  • Establishing and embedding BAU processes for the new PAS and S&I product range.
  • Developing tools or models as needed to support operations.
  • Documenting processes, reviewing work from other team members, and supporting training.
  • Performing and automating BAU processes once they are fully established.

This role is suited to a professional, detail-oriented self-starter who thrives in a collaborative environment and is passionate about improving systems and operational efficiency.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Contract
Job function
  • Job function Management
  • Industries Insurance

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Automation Skills Consultant - Sales of technical training programs

Kempton Park, Gauteng i Place People

Posted 6 days ago

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Job Description

Introduction

Our client is a leading global supplier of automation technology and technical education solutions.

Duties & Responsibilities

We are seeking a dynamic and results-driven Automation Skills Consultant. The ideal candidate will possess a strong background in automation technology, coupled with excellent communication and sales skills. You will be responsible for selling training solutions to a diverse range of industries and identifying skills gaps within client organizations.

Responsibilities:

  • Collaborate with clients to understand their automation training needs and objectives.
  • Utilize industry knowledge and expertise to identify skills gaps within client organizations.
  • Develop customized training solutions tailored to address specific skill gaps and meet client requirements.
  • Present and demonstrate the client’s training solutions to potential clients, effectively articulating the value proposition.
  • Build and maintain strong relationships with clients, acting as a trusted advisor on automation training and skills development.
  • Work closely with internal teams, including Sales, Marketing, and Technical Support, to ensure seamless delivery of training solutions.
  • Keep abreast of industry trends and emerging technologies to continuously enhance knowledge and expertise.
  • Meet or exceed sales targets and contribute to the overall growth and success of the client’s Training Solutions Division.
Desired Experience & Qualification

Qualifications:

  • Degree (BTech/BEng/BScEng) in Electrical/Mechanical/Mechatronic/Industrial Engineering or equivalent tertiary qualification.
  • Additional Commercial/Supply Chain Management qualification will be advantageous.

Experience:

  • Minimum 4 years technical industrial experience in Plant Maintenance, Engineering or Operations.
  • Minimum 2 years Industrial Solutions Sales/Consulting experience.
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Head: Product Development | Asset Management | Centurion

Centurion, Gauteng The Recruitment Council

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Job Description

Our client is well renowned FSP Asset manager is looking for an exceptional candidate to take on the role as the Head of Product Development in which you will be accountable for the strategic management of the design and implementation of the company’s Retail Investment Platforms product solutions and platform capabilities to ensure that the company delivers on its strategic objectives.

Responsibilities:

  • Drive the design, development and implementation of profitable and competitive products that support the growth of the company. The company business includes the local retail investment platform, the international retail investment platform and structured solutions.
  • Take the lead in the design and ongoing management and maintenance of the company local and international platform products to ensure they support clients and advisers in achieving their goals and are future fit from a business perspective.
  • The product development team includes various capabilities including product design, product management, pricing and profitability management, revenue optimization, data analytics and insights and product structuring.
  • Take the lead in identifying future differentiating capabilities to ensure that the Wealth offering remains ahead of competitor offerings and the preferred platform for meeting financial adviser needs and retail clients’ investment outcomes.
  • Provide thought leadership and oversight for new and existing Wealth retail investment products from conceptualisation to launch, ensuring that the various stakeholders and governance processes are incorporated into the product development or maintenance process.
  • Management and coordination of the ongoing review of products and platform capabilities to ensure regulatory compliance and competitiveness in relevant markets.
  • Close collaboration with internal investment business units to unlock opportunities for vertical integration through the platform capability set and distribution network.
  • Take the lead in presenting solutions and proposals to governance forums including the product management committee, business management committees, and divisional Excos, as required.
  • Provide leadership for the content design of the product and platform-related aspects for marketing material, and adviser and client documentation including Terms and Conditions, statements, brochures, client letters, etc.
  • Take the lead in ensuring the Wealth product development team stays abreast of local and global Wealth Management trends, research, and analysis to timeously identify opportunities in the market to develop new products, capabilities, and new areas of growth or to streamline or adjust the existing product offering.
  • Close collaboration with the independent and tied distribution teams to ensure that market needs are well understood and incorporated in product design and maintenance decisions.
  • Develop and oversee the implementation of competitive pricing strategies to drive short-term profitability and long-term business growth and shareholder value.
  • Close collaboration with the Wealth propositional lead that will leverage the capability sets designed and implemented by the Retail Investment Product team, to wrap into marketable and fit-for-use propositions into the various advice segments in South Africa and the various international jurisdictions where the company has a presence.

Effectively lead a team:

  • Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption, and maximize employee productivity.
  • Demonstrate exemplary leadership behavior, through personal involvement, commitment, and dedication in support of the company Investment GRITx values.
  • Drive a culture that guides and directs best practices, fostering an environment of continuous learning, improvement, and cohesiveness.
  • Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
  • Effectively manage performance within the team to ensure business objectives are achieved.
  • Encourage innovation, change agility, and collaboration within the team.
  • Self-management and teamwork (People)
  • Develop and maintain productive and collaborative working relationships with peers, financial advisers’ clients, and internal and external stakeholders.
  • Positively influence and participate in change initiatives.
  • Continuously develop own expertise in terms of professional, industry, and legislation knowledge.
  • Contribute to continuous innovation through the development, sharing, and implementation of new ideas.
  • Take ownership of driving career development.
  • Effectively manage time and ensure optimal productivity.
  • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.

Competencies:

Business Acumen:

  • Experience and in-depth knowledge of the LISP (platform) industry, including regulatory landscape, products and pricing.
  • Understands the drivers of embedded value and the financial drivers of retail investment products.
  • Ability to deal with high levels of complexity in a fast-paced environment.
  • Ability and experience to lead a senior team with diverse skills and competencies to reach a common outcome.
  • Drive a sense of urgency, focus, accountability, agility, and execution to deliver business results.
  • Collaboration and the ability to consult broadly with internal and external stakeholders as input to the design and management of the Wealth platform product suite.
  • Persuades, convinces influences, and inspires others, both within the company and externally to win support, and loyalty and gain commitment to the purpose of the Wealth business and the broader organisation.
  • Manages self and relationships with others effectively, deals with ambiguity uncertainty, and pressure, and provides perspective in difficult situations.

Qualifications:

  • Postgraduate degree in Actuarial Science.
  • Fellow of the Actuarial Society of South Africa (ASSA).
  • CFP or CFA qualification would be considered.

Experience:

  • 8-10 years of retail investment LISP product development and management experience.
  • 5 years of leadership experience.

Knowledge:

  • Solid understanding of the regulations of the investment and LISP industry.

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Head: Product Development | Asset Management | Centurion

Centurion, Gauteng The Recruitment Council

Posted today

Job Viewed

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Job Description

Our client is well renowned FSP Asset manager is looking for an exceptional candidate to take on the role as the Head of Product Development in which you will be accountable for the strategic management of the design and implementation of the company’s Retail Investment Platforms product solutions and platform capabilities to ensure that the company delivers on its strategic objectives.

Responsibilities:

  • Drive the design, development and implementation of profitable and competitive products that support the growth of the company. The company business includes the local retail investment platform, the international retail investment platform and structured solutions.
  • Take the lead in the design and ongoing management and maintenance of the company local and international platform products to ensure they support clients and advisers in achieving their goals and are future fit from a business perspective.
  • The product development team includes various capabilities including product design, product management, pricing and profitability management, revenue optimization, data analytics and insights and product structuring.
  • Take the lead in identifying future differentiating capabilities to ensure that the Wealth offering remains ahead of competitor offerings and the preferred platform for meeting financial adviser needs and retail clients’ investment outcomes.
  • Provide thought leadership and oversight for new and existing Wealth retail investment products from conceptualisation to launch, ensuring that the various stakeholders and governance processes are incorporated into the product development or maintenance process.
  • Management and coordination of the ongoing review of products and platform capabilities to ensure regulatory compliance and competitiveness in relevant markets.
  • Close collaboration with internal investment business units to unlock opportunities for vertical integration through the platform capability set and distribution network.
  • Take the lead in presenting solutions and proposals to governance forums including the product management committee, business management committees, and divisional Excos, as required.
  • Provide leadership for the content design of the product and platform-related aspects for marketing material, and adviser and client documentation including Terms and Conditions, statements, brochures, client letters, etc.
  • Take the lead in ensuring the Wealth product development team stays abreast of local and global Wealth Management trends, research, and analysis to timeously identify opportunities in the market to develop new products, capabilities, and new areas of growth or to streamline or adjust the existing product offering.
  • Close collaboration with the independent and tied distribution teams to ensure that market needs are well understood and incorporated in product design and maintenance decisions.
  • Develop and oversee the implementation of competitive pricing strategies to drive short-term profitability and long-term business growth and shareholder value.
  • Close collaboration with the Wealth propositional lead that will leverage the capability sets designed and implemented by the Retail Investment Product team, to wrap into marketable and fit-for-use propositions into the various advice segments in South Africa and the various international jurisdictions where the company has a presence.

Effectively lead a team:

  • Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption, and maximize employee productivity.
  • Demonstrate exemplary leadership behavior, through personal involvement, commitment, and dedication in support of the company Investment GRITx values.
  • Drive a culture that guides and directs best practices, fostering an environment of continuous learning, improvement, and cohesiveness.
  • Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
  • Effectively manage performance within the team to ensure business objectives are achieved.
  • Encourage innovation, change agility, and collaboration within the team.
  • Self-management and teamwork (People)
  • Develop and maintain productive and collaborative working relationships with peers, financial advisers’ clients, and internal and external stakeholders.
  • Positively influence and participate in change initiatives.
  • Continuously develop own expertise in terms of professional, industry, and legislation knowledge.
  • Contribute to continuous innovation through the development, sharing, and implementation of new ideas.
  • Take ownership of driving career development.
  • Effectively manage time and ensure optimal productivity.
  • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.

Competencies:

Business Acumen:

  • Experience and in-depth knowledge of the LISP (platform) industry, including regulatory landscape, products and pricing.
  • Understands the drivers of embedded value and the financial drivers of retail investment products.
  • Ability to deal with high levels of complexity in a fast-paced environment.
  • Ability and experience to lead a senior team with diverse skills and competencies to reach a common outcome.
  • Drive a sense of urgency, focus, accountability, agility, and execution to deliver business results.
  • Collaboration and the ability to consult broadly with internal and external stakeholders as input to the design and management of the Wealth platform product suite.
  • Persuades, convinces influences, and inspires others, both within the company and externally to win support, and loyalty and gain commitment to the purpose of the Wealth business and the broader organisation.
  • Manages self and relationships with others effectively, deals with ambiguity uncertainty, and pressure, and provides perspective in difficult situations.

Qualifications:

  • Postgraduate degree in Actuarial Science.
  • Fellow of the Actuarial Society of South Africa (ASSA).
  • CFP or CFA qualification would be considered.

Experience:

  • 8-10 years of retail investment LISP product development and management experience.
  • 5 years of leadership experience.

Knowledge:

  • Solid understanding of the regulations of the investment and LISP industry.
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Chief Operations Officer (COO) - Business Management & Development

Johannesburg, Gauteng The Legends Agency

Posted today

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Job Description

South Africa (with international travel)

Reporting To : Job Overview :

My client is seeking a highly skilled and dynamic Chief Operations Officer to serve as the CEO's right hand in driving strategic initiatives, overseeing daily operations, and expanding our presence within the aviation industry. The ideal candidate will possess a strong background in business and financial management, excellent negotiation skills, and extensive contacts within the aviation sector. This role requires a charismatic leader with exceptional presentation, networking abilities, and the ability to work closely with the CEO to implement strategic vision and operational excellence.

Key Responsibilities :

Strategic Leadership & Implementation :

Support the CEO in executing the company's vision and strategic plans, ensuring alignment across all operational facets.

Operational Management :

Oversee day-to-day business operations, ensuring efficiency, quality, and consistency in service delivery.

Manage budgets, financial planning, and reporting, ensuring profitability and cost control.

Business Development & Networking :

Cultivate and leverage contacts within the aviation industry, negotiate deals, and identify new business opportunities.

Maintain a deep understanding of the aviation sector, including market trends, regulatory requirements, and competitive landscape.

Travel & Representation :

Represent the company at global networking events, conferences, and industry gatherings.

Lead and motivate teams, fostering a culture of excellence and professionalism.

Brand & Marketing Coordination :

Collaborate with marketing teams to enhance brand presence, leveraging your insights and industry connections.

Compliance & Risk Management :

Ensure all operations adhere to industry standards, legal requirements, and safety protocols.

Qualifications & Skills :

Proven experience in senior business management, ideally within the aviation industry.

Strong financial acumen and experience managing budgets and financial reports.

Extensive contacts within the aviation sector and excellent negotiation skills.

Demonstrated leadership and team management capabilities.

Excellent presentation, communication, and interpersonal skills.

Ability to operate with a high level of professionalism and presence.

Strategic thinker with the ability to implement complex initiatives.

Experience or background in marketing management is advantageous.

Willingness to travel internationally on a regular basis.

Fluency in English; additional languages are a plus.

Requirements :

Bachelor's degree in Business Administration or a similar qualification is preferred.

Minimum of 8-10 years of relevant experience.

Strong network within the aviation industry.

Ability to work independently and report directly to the CEO.

Valid passport and willingness to travel globally.

What They Offer :

An exciting opportunity to shape and grow a forward-thinking company within the aviation sector.

Competitive salary and performance-based incentives.

International exposure and networking opportunities.

Dynamic and entrepreneurial work environment.

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New Business Development Representative (Cash Management Services)

Fidelity Services Group

Posted today

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Job Description

Reporting to the New Business Development Executive

The main purpose of this role is to seek new business through networks, forge and sustain good relations with clients, and retain both new and existing business.

Minimum Requirements:

  • At least 5 years’ experience in sales in a similar position.
  • Sales diploma or equivalent qualifications.
  • Must be professional and well-presented at all times.
  • Capable of working under pressure and for extended hours, if required.
  • Full competence in the use and application of the MS Office suite programs (MS Excel).
  • Must be prepared to travel.
  • Must have own reliable transport.
  • Experience with Cash Management Solutions.
  • Device sales experience preferred.
  • Previous experience in the security industry is advantageous.

Key Performance Areas: (Not totally inclusive)

  • Accountability for growth of an area and proactively increasing turnover.
  • Securing profitable new business through cold calling and other appropriate means.
  • Attending to potential clients in different areas of responsibility.
  • Addressing and resolving client queries promptly and satisfactorily.
  • Conducting site surveys for security requirements and preparing proposals.
  • Ensuring timely submission of quotations to clients.
  • Building and maintaining professional relationships with clients.
  • Planning, budgeting, coordinating, and attending to client needs.
  • Assisting with marketing-related issues for the area.
  • Compiling and submitting weekly and monthly management reports.

Other personality attributes:

  • Ability to work under pressure
  • Proactive and innovative
  • Ability to work independently
  • Good planning and organizational skills

Core competencies:

  • Entrepreneurial spirit
  • Innovative
  • Creativity
  • Goal setting
  • Driving for results
  • Self-development
  • Communication skills
  • Customer focus
  • Teamwork

We reserve the right not to make an appointment to any advertised position.

Preference is given to existing employees, and selections are based on merit. We encourage and support Historically Disadvantaged Candidates and Black Female Candidates in the FSG team. Black female candidates will be given priority as per our transformation policy, subject to the above criteria.

Fidelity Services Group (Pty) Ltd supports fair practice and business ethics, emphasizing continuous development of our human capital as key to our success.

If you are not contacted within 10 working days from the closing date, please consider your application unsuccessful.

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Chief Operations Officer (COO) - Business Management & Development

Johannesburg, Gauteng The Legends Agency

Posted 12 days ago

Job Viewed

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Job Description

Location: South Africa (with international travel)

Reporting To: CEO

Job Overview:

My client is seeking a highly skilled and dynamic Chief Operations Officer to serve as the CEO's right hand in driving strategic initiatives, overseeing daily operations, and expanding our presence within the aviation industry. The ideal candidate will possess a strong background in business and financial management, excellent negotiation skills, and extensive contacts within the aviation sector. This role requires a charismatic leader with exceptional presentation, networking abilities, and the ability to work closely with the CEO to implement strategic vision and operational excellence.

Key Responsibilities:

  • Strategic Leadership & Implementation: Support the CEO in executing the company's vision and strategic plans, ensuring alignment across all operational facets.
  • Operational Management: Oversee day-to-day business operations, ensuring efficiency, quality, and consistency in service delivery.
  • Financial Oversight: Manage budgets, financial planning, and reporting, ensuring profitability and cost control.
  • Business Development & Networking: Cultivate and leverage contacts within the aviation industry, negotiate deals, and identify new business opportunities.
  • Industry Expertise: Maintain a deep understanding of the aviation sector, including market trends, regulatory requirements, and competitive landscape.
  • Travel & Representation: Represent the company at global networking events, conferences, and industry gatherings.
  • Team Leadership: Lead and motivate teams, fostering a culture of excellence and professionalism.
  • Brand & Marketing Coordination: Collaborate with marketing teams to enhance brand presence, leveraging your insights and industry connections.
  • Compliance & Risk Management: Ensure all operations adhere to industry standards, legal requirements, and safety protocols.

Qualifications & Skills:

  • Proven experience in senior business management, ideally within the aviation industry.
  • Strong financial acumen and experience managing budgets and financial reports.
  • Extensive contacts within the aviation sector and excellent negotiation skills.
  • Demonstrated leadership and team management capabilities.
  • Excellent presentation, communication, and interpersonal skills.
  • Ability to operate with a high level of professionalism and presence.
  • Strategic thinker with the ability to implement complex initiatives.
  • Experience or background in marketing management is advantageous.
  • Willingness to travel internationally on a regular basis.
  • Fluency in English; additional languages are a plus.

Requirements:

  • Bachelor's degree in Business Administration or a similar qualification is preferred.
  • Minimum of 8-10 years of relevant experience.
  • Strong network within the aviation industry.
  • Ability to work independently and report directly to the CEO.
  • Valid passport and willingness to travel globally.

What They Offer:

  • An exciting opportunity to shape and grow a forward-thinking company within the aviation sector.
  • Competitive salary and performance-based incentives.
  • International exposure and networking opportunities.
  • Dynamic and entrepreneurial work environment.
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Business Development Manager – Retail (Asset Management)

Cape Town, Western Cape Aquarius Specialist Recruitment

Posted 6 days ago

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Job Description

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.

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Wealth Planner - Full Training Provided (Follow a comprehensive, entrepreneurial, management as[...]

Sandton, Gauteng EQ-FIN Bryanston

Posted 6 days ago

Job Viewed

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Job Description

EQ-FIN Bryanston - Wealth Planner

Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape)

Type: Permanent, Full Time

Published: 10 hours ago

Unlimited Earning Potential: Rewards and Incentives

Introduction

Are you looking for a career change or a new opportunity? This is a unique and rewarding career for individuals who are prepared to work hard and commit to a leadership journey.

Are you a self-motivated, ambitious, and determined entrepreneur with a passion for helping others achieve their financial dreams? Then YOU may be just the person we are looking for.

Join a team of successful advisors within our organisation and receive leading industry training, a mentorship program, and ongoing support to help you build your career and establish your own business.

Duties & Responsibilities
  • Work directly with clients as their financial wellness coach, helping them improve their lives by educating, coaching, and empowering them to reach their financial goals.
  • Provide sound, comprehensive financial advice and guidance, ensuring a high-quality client experience during every interaction.
  • Construct personalised financial plans that aim to achieve clients' financial goals based on their specific lifestyles and needs.
  • Meet with clients to form a financial outlook and implement necessary steps for creating and accumulating wealth .
  • Monitor clients' needs and adjust their financial plans accordingly.
  • Obtain new clients and craft innovative solutions to improve their financial situations.
  • Actively seek out new opportunities through referrals, networking, and social media.
  • Manage a portfolio of clients.
  • Participate in weekly team meetings that provide feedback and continued education opportunities.
  • Stay updated on the latest regulations, practices, and financial products.
  • Build and manage your professional practice.
Desired Experience & Qualifications

Qualifications:

  • Grade 12 (Matric)
  • Degree / BCOM Advantageous
  • Minimum 2 years working experience

Requirements (Essential):

  • Clear Credit history
  • No Criminal record
  • Own transport
  • A valid driver’s license
  • Own laptop
  • SA ID

Skills and Competencies:

  • Excellent networking and communication skills
  • Service-oriented and customer-centric
  • Analytical thinker
  • Ability to network, prospect, and build relationships
  • Strong Emotional Intelligence
  • Self-starter with high energy levels
  • Solutions-oriented and a problem solver
  • Strong work ethic
  • Good organisational and time management skills
Package & Remuneration

Excellent unlimited earning potential where you have control over your earnings. Access to Liberty Product Specialists.

A bespoke EQ-FIN Academy programme which includes structured training, mentoring, and support.

You will work with well-trained professionals using proven processes and technology to focus on client engagement without excessive administration.

Interested?

EQ-FIN is a company driven by a purpose: we want to secure the future dreams and aspirations you have for yourself and your loved ones.

Does this resonate with you?

If you are ambitious and an aspiring entrepreneur or looking to make a change in your career, please apply online!

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