Key Responsibilities

Relationship Management

• Build, manage and retain a portfolio of wealth-sector Introducing Partners.

• Develop trusted relationships with Independent Financial Advisors, wealth managers and financial planning firms.

• Act as the primary point of contact for all foreign exchange requirements.

• Conduct regular relationship meetings and portfolio reviews.

• Identify opportunities to deepen existing partnerships and increase referral activity.

Business Development

• Identify and onboard new Introducing Partners within the Western Cape.

• Develop targeted business development strategies to grow market share.

• Build relationships with key decision-makers across the wealth management industry.

• Represent the business at networking events, industry functions and partner engagements.

• Consistently achieve revenue and partnership growth targets.

FX Advisory & Client Support

• Guide partners and their clients through the onboarding process.

• Assist with FICA, KYC and compliance requirements.

• Provide consultative foreign exchange solutions including:

  • International Payments

  • Offshore Investment Transfers

  • Spot Foreign Exchange

  • Forward Exchange Contracts

• Ensure clients receive an efficient and seamless service throughout the transaction lifecycle.

Compliance & Risk

• Ensure all transactions comply with:

  • South African Reserve Bank (SARB)

  • Financial Surveillance (FinSurv)

  • FICA

  • AML legislation

  • Internal compliance requirements

• Maintain accurate client and partner records.

• Escalate compliance concerns where necessary.

CRM & Administration

• Maintain accurate CRM records and pipeline management.

• Prepare activity reports and sales forecasts.

• Record partner interactions and opportunities.

• Monitor referral activity and conversion performance.

• Ensure all documentation is accurate and up to date.

About You

You are a relationship-focused sales professional who enjoys building long-term partnerships founded on trust, credibility and service excellence.

You are commercially driven but understand that sustainable business growth comes through consistently delivering value to your partners.

You possess strong financial acumen, communicate with confidence and professionalism, and enjoy working with high-net-worth individuals and financial professionals.

You thrive in an autonomous environment where relationship building, strategic thinking and consultative selling are key to success.

Minimum Requirements

Qualifications

• Grade 12 / National Senior Certificate (Essential)

• Relevant tertiary qualification in:

  • Business

  • Finance

  • Commerce

  • Investment

  • Financial Planning

  • Or related field (Advantageous)

Highly advantageous:

• RE5 Qualification

• FAIS Compliance

(Support may be provided for the right candidate.)

Experience Required

• 3–5 years' experience in Business Development, Sales or Relationship Management.

• Experience within Financial Services, Banking, Investments or Wealth Management.

• Proven success managing and growing strategic business partnerships.

• Experience working with IFAs, Wealth Managers or Financial Planners highly advantageous.

• Demonstrated ability to achieve revenue and sales targets.

• Experience working within a regulated financial services environment.

Technical Knowledge

Financial Services

• Foreign Exchange (Advantageous)

• International Payments

• Offshore Investments

• Financial Markets

• Wealth Management

Relationship Management

• Partner Relationship Management

• Business Development

• Consultative Selling

• Stakeholder Engagement

• Account Management

Compliance

• FICA

• AML

• KYC

• SARB Exchange Control

• Financial Surveillance Regulations

Systems

• CRM Systems

• Microsoft Office Suite

• Pipeline Management

• Sales Reporting