Business Consultant (Wealth)

Currency Partners (Pty) Ltd; Johannesburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Join a dynamic team as a Business Consultant at a leading financial services firm in Johannesburg. You will drive growth by building strong relationships and developing effective strategies that meet client needs while exceeding sales targets. This role demands a target-driven individual who thrives under pressure, possesses excellent communication skills, and is eager to make an impact in the FX market.

Qualifications

• Experience in financial services sales is advantageous.
• Mandatories include Matric, RE, and FAIS compliance.

Responsibilities

• Deliver sales targets and develop client relationships.
• Build and maintain a business pipeline for regional accounts.
• Facilitate client onboarding and registration processes.

Skills

Sales

Relationship Management

Communication

Problem Solving

Adaptability

Teamwork

Education

Matric + regulatory exams (RE) + FAIS compliance

Relevant business or legal qualification

Job description

Johannesburg, South Africa | Posted on 05/16

This role is for a business consultant who will assist partners and their clients in moving 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 :

• Deliver 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 introducing advisors for business development opportunities.
• Develop and maintain a strong business pipeline for regional accounts and expand activities.
• Generate and close a high level of sales opportunities 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 clients to "trade readiness".

Requirements

Core Competencies :

• Adhere to good practice and ethical principles and values.
• Demonstrate consistent ethics and raise potential violations.
• Deliver results and meet customer expectations.
• Modify approach in response to new demands and assist others internally and externally.
• Support change initiatives and adjust actions as needed.
• Relate well to people at all levels.
• Make timely decisions and accept accountability.
• Possess comprehensive knowledge of FX sales, systems, and processes.
• Provide an annual sales plan with monthly and quarterly updates.
• Be target-driven and able to work under pressure.
• Be a fast learner with good communication skills (verbal & written) and an effective phone manner, including cold calling.
• Bilingual in English and Afrikaans would be advantageous.
• Be committed to targets and deadlines, willing to go the extra mile.
• Have high motivation and commitment.
• Be a team player willing to work within a small team.
• Be open, friendly, approachable, with excellent interpersonal skills.
• Be a self-starter with initiative.
• Be organized with excellent diary and time management skills.
• Maintain a neat, tidy, professional appearance and manner.
• Display gravitas, emotional maturity, confidence to influence, persuade, lead, and guide at all levels.

Qualifications :

• Matric + regulatory exams (RE) + FAIS compliance.
• A relevant business or legal qualification could be helpful.

Experience :

• Sales experience in the financial services industry would be advantageous.
• Entrepreneurial experience would be advantageous.