Job Summary
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.