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Open nowFirst seen 4 days ago

Financial Services Manager

Boardroom Appointments3,354 open roles

Where
Western Cape, South Africa
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Your applicationOpen nowFinancial Services ManagerBoardroom Appointments · Western Cape, South Africa

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Boardroom Appointments's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

Financial Services Manager

Qualification / Education

  • Relevant Diploma or Degree required (e.g. B.Comm, B.A. with commercial subjects)

Experience

  • 5+ years experience in a financial services role

Functional Knowledge & Skills

  • Computer literacy (MS Office, Excel, and Google Workspace)
  • Knowledge of and compliance with financial services legislation
  • Financial acumen
  • Project management
  • Relationship management
  • Process management
  • Excellent time management and prioritisation
  • Relevant product knowledge
  • Strong research capability

1. Strategic Input & Opportunity Execution (40%)

  • Contribute to financial services strategy and ensure alignment.
  • Conduct competitor and market analysis.
  • Identify and assess new business opportunities.
  • Lead execution of approved projects with internal teams.
  • Collaborate with product development for integration.
  • Communicate outcomes and updates to stakeholders.
  • Ensure business cases are approved and reported on time.

2. Operational Management (10%)

  • Monitor compliance with industry and regulatory standards.
  • Communicate compliance needs to relevant parties.
  • Support delivery of efficient operations for Company money offerings.
  • Align with customer service and internal departments for smooth service delivery.

3. Marketing Oversight (10%)

  • Align financial services strategy with brand and marketing plans.
  • Coordinate creation of marketing collateral (physical/digital).
  • Collaborate on campaign planning, reporting, and execution.
  • Ensure marketing activities support business goals and drive performance.

4. Stakeholder Relationship Management (20%)

  • Maintain strong relationships with internal teams and departments.
  • Support legal reviews and contract negotiations.
  • Manage third-party supplier and vendor relationships.
  • Monitor vendor KPIs and identify performance improvement areas.
  • Represent FS in key internal meetings (OpsCo, Manco, SteerCo).

5. Budget & Financial Management (10%)

  • Oversee FS budget planning and performance tracking.
  • Drive profitability through increased transactions and new products.
  • Ensure adherence to budget deadlines and revenue targets.

6. Leadership (10%)

  • Translate and communicate strategic goals to the team.
  • Drive team performance, recruitment, and succession planning.
  • Lead performance reviews, coaching, and development.
  • Promote company values and culture (e.g., Sikhula KunYe).
  • Track and report on training, development, and transformation metrics.
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What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Boardroom Appointments's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Boardroom Appointments's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Boardroom Appointments's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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Why it works

3×

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  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

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The numbers game

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We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

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