Events Specialist (Wealth Management Business Sector) – Sandton

The main purpose of this position:

Conceptualise, manage, implement, and host events for the Group

Key Relations: Employees and service providers


Duties & Responsibilities:

  • Conceptualise, manage, implement, and host events for the Group, aligned with the marketing strategy
  • Stay up to date on the latest event trends, topics, and speakers
  • Proactively provide new thinking to enhance events targeted at both potential and existing clients
  • Conceptualise events and manage the events strategy to support the marketing objectives
  • Work with internal role players to agree on objectives and outcomes for each event
  • Liaise with and brief speakers, both internal and external, in advance to ensure professional events
  • Manage all systems and technology involved in events. This includes creating events on various platforms, and branded event related collateral, such as promotional videos for each event, slides, and banners
  • Work with suppliers to integrate events systems with internal systems and automate the process
  • Ensure all event elements are tested in advance
  • Keep internal and external role players informed of all planned events by sharing a weekly events schedule
  • Obtain event concept and cost approval from internal role players in advance
  • Ensure rigorous attention to detail
  • Liaise with and manage external service providers to ensure efficient delivery which meets standards
  • Be hands-on and provide leadership before, during and after events
  • Mentor regional event representatives to ensure all events are executed according to standards
  • Take responsibility for all event budgets, and report back on spend
  • Set, communicate and maintain timelines and priorities for every event
  • Organise all materials to be shipped to regions/clients for events, such as promotional items, brochures, banners, and items that will enhance event experiences such as food/wine (where applicable). Work closely with the Marketing Assistant on this
  • Facilitate the creation of invitation sets for each event
  • Conceptualise ways to keep invitations, as brand touch points, fresh and relevant. This includes ways to link back to content on the company website
  • Keep internal and external role players informed about events, to increase reach through digital advertising, social media and content generation
  • Manage event photographs, videos, social media posting, feedback forms, post event communication, and any other event related requirements
  • Ensure event data is POPIA compliant



  • Degree in marketing, or equivalent in marketing experience
  • At least five years’ experience in a marketing environment, specifically focused on event management, preferably within financial services
  • Extensive knowledge and experience in all aspects of event management
  • This role does require travelling


Personal Attributes

  • Strong diplomacy and a good sense of humour
  • Excellent communication skills
  • Positive attitude
  • Attention to detail
  • Good people skills
  • Knowledge of different event formats, cuisine, dietary requirements, and venues
  • Professional client service
  • Adaptable and flexible to change
  • Multi-tasking
  • A team player, who can also work independently
  • Always striving to enhance client experiences
  • Must be willing to work afterhours
  • Must be willing and able to travel to all events arranged for the offices and venues
  • Must have a driver’s license


Should you meet the above requirements, we urge you to apply by forwarding your CV along with any supporting documents to

Only candidates can apply for this job.
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Contact Us

Contact Us

Unit 3 Sunningdale Suites
12 Wild Wood Close
Cape Town
+27 21 554 5309 / +27 21 200 6629