Business Consultant (Sales – FX & Partnerships), Cape Town

Job Description

The Business Consultant is responsible for driving revenue growth by supporting Partners and their clients with cross-border fund transfers into and out of South Africa. The role focuses on building strong partner networks, developing client relationships, and converting opportunities into executed trades.

Requirements

Key Responsibilities

• Deliver against monthly, quarterly, and annual sales targets aligned to company strategy
• Build and manage strategic relationships with Partners, clients, and key referral networks (including real estate agents)
• Develop and maintain a strong, active pipeline across regional accounts
• Identify client needs and provide tailored foreign exchange solutions
• Consistently generate, progress, and close new business opportunities
• Support Introducing Partners end-to-end: from enquiry through onboarding, KYC, and trade readiness
• Expand regional presence through proactive business development and network growth

Core Competencies

• Strong commercial acumen with a results-driven mindset
• High ethical standards and adherence to regulatory requirements
• Ability to build credibility and influence stakeholders at all levels
• Adaptable and responsive to changing market and client needs
• Accountable, decisive, and solution-oriented
• Solid understanding of FX products, sales processes, and client lifecycle management
• Effective planning: ability to develop and execute sales plans with regular performance tracking

Key Attributes

• Target-driven and resilient under pressure
• Strong communication skills (verbal and written), with confident cold-calling ability
• Self-starter with high levels of motivation and ownership
• Well-organised with excellent time and pipeline management
• Professional, articulate, and client-facing presence
• Collaborative team player with a proactive approach
• Emotional intelligence and maturity to influence and guide clients

Advantageous:

• Bilingual (English & Afrikaans)
• Experience in FX-related sectors, including:
  • Wealth Management
  • Real Estate transfers
  • Legal (Late Estates and Conveyancing)
  • Tax and Accounting
  • Corporate cross-border transfers
• Established network in the above sectors
• Entrepreneurial mindset

Qualifications & Experience

• Matric (essential)
• RE qualification and FAIS compliance (preferred)
• Relevant business or legal qualification (advantageous)
• Proven sales experience, ideally within financial services
• Experience in FX-related sectors, including Wealth Management, Real Estate, Legal (Late Estates and Conveyancing) and Corporate transfers

Success in this Role Looks Like:
Consistently achieving sales targets, building a high-quality partner network, and converting opportunities into completed FX transactions while delivering a seamless client experience.