Business Consultant (Corporate & Accounting)

Currency Partners; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Durban is seeking a motivated business consultant to assist partners and their clients with fund movement into and out of South Africa. The role involves driving business expansion through strong client relationships, achieving sales targets, and supporting client onboarding up to trade readiness. Candidates should have a solid sales background in financial services, ideally with regulatory compliance and bilingual skills in English and Afrikaans. Join a dynamic team and contribute to the firm’s growth.

Qualifications

• Must have a background in FX sales, systems, and processes.
• Demonstrated ability to identify growth opportunities.
• Proven track record of building and maintaining client relationships.

Responsibilities

• Deliver annual and monthly sales targets based on sales strategy.
• Develop relationships with key clients for long-term opportunities.
• Manage client queries from enquiry to trade completion.

Skills

Sales experience in the financial services industry

Bilingual English and Afrikaans

Good communication skills (verbal & written)

Ability to work under pressure

Team player

Education

Matric + regulatory exams (RE) + FAIS compliance

Relevant business/legal qualification

Job description

Durban, South Africa | Posted on 11 / 20 /

This role is for a business consultant that will assist partners, and their clients, to move funds in and out of South Africa.

As a business consultant, you will be responsible for identifying growth opportunities, building and maintaining relationships, and implementing strategies to drive business expansion.

Key Responsibilities

• Delivery of both annual and monthly sales targets in coordination with the company’s sales strategy to ensure sustainable growth and business development.
• Lead and develop relationships with key clients to build long-term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange market.
• Maintain, influence and develop senior level relationships with all key FX Partners and introduce affiliates for business development opportunities.
• Develop and maintain a strong business pipeline for Regional Accounts and expand activities.
• Generate and close a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and services.
• Assist Introducing Partners and Corporate Clients from enquiry to trade completion by facilitating registration, gathering KYC documentation and managing the client to the point of "trade readiness."

Core Competencies

• Adhering to good practice and ethical principles and values.
• Consistent usage of ethics and values and raising potential violations.
• Delivering results and meeting customer expectations.
• Modifying approach in the face of new demands; helps others (both internally and externally).
• Supporting change initiatives, adjusting actions appropriately when presented with additional information.
• Relating well to people at all levels.
• Making timely decisions and accepting accountability for own actions.
• Comprehensive knowledge of FX sales, systems and processes.
• Providing an annual sales plan with monthly and quarterly updates, revisions, and modifications.
• Target driven and able to work under pressure.
• Fast learner.
• Good communication skills (verbal & written) and excellent phone manner with effective cold calling ability.
• Bilingual English and Afrikaans would be advantageous.
• Committed to targets and deadlines; willing to go the extra mile.
• High level of motivation and commitment.
• Team player willing to work within a small team.
• Open, friendly, and approachable with excellent interpersonal skills.
• Self-starter with initiative.
• Organized with excellent diary and time management skills.
• Presentable and professional in appearance and manner.
• Displays gravitas, emotional maturity and confidence to influence, persuade and lead at all levels.

Qualifications

• Matric + regulatory exams (RE) + FAIS compliance. A relevant business/legal qualification could be helpful.
• Sales experience in the financial services industry would be advantageous.
• Entrepreneurial experience would be advantageous.

Additional information and application details are available upon request.