About the job Financial Services Manager
Financial Services Manager
Qualification / Education
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Relevant Diploma or Degree required (e.g. B.Comm, B.A. with commercial subjects)
Experience
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5+ years experience in a financial services role
Functional Knowledge & Skills
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Computer literacy (MS Office, Excel, and Google Workspace)
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Knowledge of and compliance with financial services legislation
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Financial acumen
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Project management
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Relationship management
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Process management
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Excellent time management and prioritisation
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Relevant product knowledge
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Strong research capability
1. Strategic Input & Opportunity Execution (40%)
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Contribute to financial services strategy and ensure alignment.
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Conduct competitor and market analysis.
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Identify and assess new business opportunities.
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Lead execution of approved projects with internal teams.
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Collaborate with product development for integration.
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Communicate outcomes and updates to stakeholders.
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Ensure business cases are approved and reported on time.
2. Operational Management (10%)
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Monitor compliance with industry and regulatory standards.
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Communicate compliance needs to relevant parties.
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Support delivery of efficient operations for Company money offerings.
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Align with customer service and internal departments for smooth service delivery.
3. Marketing Oversight (10%)
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Align financial services strategy with brand and marketing plans.
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Coordinate creation of marketing collateral (physical/digital).
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Collaborate on campaign planning, reporting, and execution.
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Ensure marketing activities support business goals and drive performance.
4. Stakeholder Relationship Management (20%)
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Maintain strong relationships with internal teams and departments.
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Support legal reviews and contract negotiations.
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Manage third-party supplier and vendor relationships.
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Monitor vendor KPIs and identify performance improvement areas.
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Represent FS in key internal meetings (OpsCo, Manco, SteerCo).
5. Budget & Financial Management (10%)
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Oversee FS budget planning and performance tracking.
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Drive profitability through increased transactions and new products.
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Ensure adherence to budget deadlines and revenue targets.
6. Leadership (10%)
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Translate and communicate strategic goals to the team.
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Drive team performance, recruitment, and succession planning.
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Lead performance reviews, coaching, and development.
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Promote company values and culture (e.g., Sikhula KunYe).
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Track and report on training, development, and transformation metrics.