Business Consultant (Sales – FX & Partnerships)

K2 Recruit; Cape Town; On-site; ZAR 223,200 - 390,600; Full time

Job summary

K2 Recruit in Cape Town seeks a Business Consultant to drive revenue through cross-border fund transfers. The role involves managing partner relations, developing client solutions, and achieving sales targets. Successful candidates should have a Matric qualification, strong commercial acumen, and proven sales experience in financial services, ideally within FX-related sectors. Bilingual abilities and an entrepreneurial mindset are advantageous.

Qualifications

• Essential Matric qualification.
• Preferred RE qualification and FAIS compliance.
• Proven sales experience in financial services is vital.

Responsibilities

• Deliver on sales targets aligned to the company's strategy.
• Manage strategic relationships with clients and partners.
• Provide tailored foreign exchange solutions to clients.
• Expand business through proactive development.

Skills

Commercial acumen

Effective communication

Cold-calling ability

Time management

Networking skills

Education

Matric

RE qualification

Relevant business qualification

Job description

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.