Business Consultant (Property Southern Suburbs)

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

Job summary

A financial services company in Cape Town seeks a Business Consultant focusing on the Property industry. This role involves delivering sales targets, managing key client relationships, and ensuring compliance with financial regulations. Ideal candidates will have a strong sales background, excellent communication skills, and the ability to work in a team. A relevant qualification and experience in the financial services sector are preferred for success in this position.

Qualifications

• Matric with regulatory exams and FAIS compliance is essential.
• Sales experience in the financial services industry is advantageous.
• Experience in entrepreneurship would be a plus.

Responsibilities

• Deliver annual and monthly sales targets to ensure growth.
• Develop relationships with key clients for long-term sales opportunities.
• Generate and close sales opportunities with clients.

Skills

Sales experience

Relationship management

Ethical principles

Communication skills

Bilingual English and Afrikaans

Education

Matric + regulatory exams (RE) + FAIS compliance

Relevant business / legal qualification

Job description

Business Consultant (Property Southern Suburbs)

Cape Town, South Africa | Posted on 12 / 01 /

This role is for a business consultant that will focus on the Property industry and estate agents, and their clients in the Southern Suburbs, to move funds in and out of South Africa.

Minimum requirements for this opportunity

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.

Maintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunities.

Develops and maintains a strong business pipeline for Regional Accounts and expands on activities.

Responsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and services.

Assisting Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation and managing the client to the point of "tradereadiness".

Core Competencies

Adhering to good practice and ethical Principles and Values.

Demonstrates consistent usage of ethics and values; raises potential violations in others.

Delivering results and Meeting Customer Expectations

Modifies approach in the face of new demands: helps others (both internally and externally).

Supports change initiatives, adjusting their actions appropriately when presented with additional information.

Demonstrates ability to relate well to people at all levels.

Makes timely decisions and accountability for own actions.

Comprehensive knowledge of FX sales, systems and processes

Provides an annual sales plan and providing monthly and quarterly updates, revisions and modifications to the plan.

Fast Learner

Good communication skills (verbal & written) as well as excellent phone manner with an effective ability to cold call.

Bilingual English and Afrikaans would be advantageous.

Committed to targets and deadlines.

Willing to go extra mile.

Must have a very 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.

Neat, tidy, presentable and professional in appearance and manner.

Display gravitas & emotional maturity & confidence to influence and persuade and lead and guide at all levels.

Qualification Qualifications – Matric + regulatory exams (RE) + FAIS compliancy

A relevant business / legal qualification could be helpful.

Experience Sales experience in the financial services industry would be advantageous.

Entrepreneurial experience would be advantageous.