Forex Specialist - Sales

Bidvest Bank; Johannesburg; On-site; ZAR 450,000 - 600,000; Full time

Job summary

A leading bank in Johannesburg seeks a Client Relationship Manager to generate revenue through new client acquisition and management. Candidates should have a strong background in forex sales, excellent communication skills, and relevant qualifications. With 3 to 5 years in the forex sector, you will enhance customer satisfaction and drive overall profitability.

Qualifications

• Matric and National Diploma in Finance or Certificate in Banking required.
• 3 to 5 years of experience in Forex or similar roles.
• RE5 certification is mandatory.

Responsibilities

• Drive sales to achieve targets and onboard new customers.
• Deliver excellent customer experience and manage client queries.
• Ensure compliance with internal processes and regulations.

Skills

Sales Objectives Planning

Financial Acumen

New Business Sales Success

Strong Communication

Negotiation Skills

Long-term Client Relationships

FX Market Knowledge

Credit Assessment

Regulatory Knowledge

Education

Matric

National Diploma in Finance

Certificate in Banking

BCom in Finance, Economics, Accounting, Business, or Banking

Job description

Primary Purpose: To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability.

Objectives: To grow and retain a portfolio of banking relationships by providing value-adding banking solutions and services to existing customers, and developing important revenue-generating client relationships.

Minimum Requirements:

• Matric
• National Diploma in Finance or Certificate in Banking
• RE5
• Ideal: BCom in Finance, Economics, Accounting, Business, or Banking

Competencies:

• Ability to develop a plan to achieve sales objectives and targets
• Financial acumen with sound FX business knowledge
• Proven success in new business sales
• Strong communication and sales principles understanding
• Negotiation skills
• Ability to establish and maintain long-term client relationships
• Sound Financial Services / FX market knowledge
• Credit assessment and deal structuring skills
• Knowledge of money markets, legislation, and statutory requirements

Experience: 3 to 5 years in Forex or similar roles

Duties and Responsibilities:

1. FX Revenue & Profitability: Drive sales to achieve targets, acquire and onboard new customers, ensure sales targets are met, and contribute to revenue generation.
2. Customer Centricity & Stakeholder Management: Deliver excellent customer experience, achieve NPS targets, conduct client visits, manage client queries, and promote cross-selling and migration opportunities.
3. Operational Excellence: Ensure accurate customer information capture, seamless onboarding, and compliance with internal processes and regulations.
4. People Management: Contribute to team effectiveness, share knowledge, mentor team members, and provide sales reports.
5. Learning and Growth: Own personal development, stay updated on compliance and market trends, and build personal intellectual property.

This position is advertised in line with our commitment to Employment Equity.