Business Consultant (Wealth)

Currency Partners; Johannesburg; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading company in the financial services sector is seeking a Business Consultant to assist partners in moving funds in and out of South Africa. The role involves identifying growth opportunities, building relationships, and implementing strategies for business expansion. The ideal candidate will have a strong sales background, excellent communication skills, and the ability to work under pressure. This position requires a target-driven individual who is committed to achieving results and fostering client relationships.

Qualifications

• Must have sales experience in the financial services industry.
• Qualifications include Matric and regulatory exams.

Responsibilities

• Delivery of annual and monthly sales targets.
• Develop relationships with key clients for business opportunities.
• Generate and close high-level sales opportunities.

Skills

Communication

Relationship Building

Sales

Target Driven

Team Player

Bilingual

Education

Matric

Regulatory Exams (RE)

FAIS Compliancy

Business / Legal Qualification

Job description

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.
• 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 "trade readiness".

Requirements

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 accepts 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.
• Must be target driven and be able to work under pressure
• 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