Business Consultant (Wealth)

The Legends Agency; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services provider in Durban seeks a Business Consultant to enhance partner relationships and drive foreign exchange sales. The ideal candidate will manage client relationships through trades, achieve sales targets, and identify growth opportunities in the FX market. Successful applicants should possess a proven sales background in financial services, excellent communication skills, and a Matric qualification along with regulatory compliance. A proactive, organized, and team-oriented individual is preferred, ideally bilingual in English and Afrikaans.

Qualifications

• Proven track record in achieving sales targets under pressure.
• Experience in the financial services sector is beneficial.
• Strong knowledge of foreign exchange systems and processes.

Responsibilities

• Achieve annual and monthly sales targets.
• Build and maintain relationships with partners and clients.
• Generate and manage FX sales opportunities.
• Facilitate client onboarding and regulatory compliance.

Skills

Target-driven mindset

Sales experience

Understanding of FX sales

Excellent communication skills

Cold calling and persuasion

Proactive self-starter

Time management skills

Interpersonal skills

Education

Matric qualification

Regulatory exams (RE) and FAIS compliance

Relevant business or legal qualification

Job description

Overview

Business Consultant – Partner & Client FX
Grow partner relationships and enable seamless cross-border fund flows
Foreign Exchange & Financial Services | Salary: Market-related

About Our Client

Our client is a specialist foreign exchange and international payments provider that supports partners and their clients with moving funds in and out of South Africa. Operating in a regulated financial services environment, the business is known for its ethical standards, partner-focused approach, and tailored FX solutions.

They offer a collaborative and entrepreneurial culture where consultants play a direct role in identifying growth opportunities, strengthening partner networks, and driving sustainable business expansion.

The Role

The Role: Business Consultant – Partner & Client FX
This role focuses on supporting introducing partners and their clients by identifying growth opportunities, building long-term relationships, and driving foreign exchange sales. You will be responsible for achieving sales targets, expanding regional account activity, and managing clients from initial enquiry through to trade readiness and completion.

Key Responsibilities

• Deliver annual and monthly sales targets in line with the companys sales strategy
• Identify and develop growth opportunities within partner and affiliate channels
• Build and maintain long-term relationships with key partners and clients
• Develop an effective regional distribution network of contacts and FX market influencers
• Maintain, influence, and grow senior-level relationships with FX partners and introducing affiliates
• Generate, manage, and close a consistently high volume of FX sales opportunities
• Identify client needs and provide appropriate FX solutions and services
• Develop and maintain a strong business pipeline for regional accounts
• Support introducing partners and corporate clients from enquiry through to trade completion
• Facilitate client onboarding, including registration and collection of KYC documentation
• Manage clients through to full trade readiness in line with regulatory requirements
• Prepare an annual sales plan with monthly and quarterly updates and revisions
• Adhere to ethical principles, values, and regulatory standards at all times

About You

• Proven target-driven mindset with the ability to work under pressure
• Sales experience within the financial services industry is advantageous
• Strong understanding of FX sales, systems, and processes
• Excellent verbal and written communication skills with a professional phone manner
• Confident and effective in cold calling, influencing, and persuading at all levels
• Fast learner with a proactive, self-starter approach
• Highly motivated, committed, and willing to go the extra mile
• Organized with excellent diary management and time management skills
• Team player comfortable working within a small, collaborative team
• Open, friendly, and approachable with strong interpersonal skills
• Professional, neat, and presentable in appearance and conduct
• Displays gravitas, emotional maturity, and confidence when engaging partners and clients
• Bilingual English and Afrikaans is advantageous
• Matric qualification with regulatory exams (RE) and FAIS compliance
• A relevant business or legal qualification would be beneficial
• Entrepreneurial experience would be advantageous