Wealth Partnerships Growth Strategist

K2 Recruit; Cape Town; On-site; ZAR 600,000 - 1,100,000; Full time

Job summary

K2 Recruit is seeking a relationship-focused sales professional in Cape Town to grow and manage a portfolio of wealth-sector Introducing Partners, including independent financial advisers and wealth managers.

You will onboard partners, provide FX advisory, ensure compliance, and maintain CRM records while driving revenue growth and delivering high-quality client service to high-net-worth individuals and financial professionals.

Qualifications

• 3–5 years in Business Development, Sales or Relationship Management.
• Experience in Financial Services, Banking, Investments or Wealth Management.
• Proven success growing strategic partnerships and revenue.
• Experience with IFAs, Wealth Managers or Financial Planners is advantageous.
• Ability to meet revenue and sales targets in a regulated environment.

Responsibilities

• Build, manage and retain a portfolio of wealth-sector Introducing Partners.
• Develop trusted relationships with Independent Financial Advisors and wealth managers.
• Act as the primary contact for foreign exchange requirements.
• Conduct regular relationship meetings and portfolio reviews.
• Identify opportunities to deepen partnerships and referrals.
• Identify and onboard Introducing Partners within the Western Cape.
• Develop business development strategies to grow market share.
• Build relationships with key decision-makers across wealth management.
• Represent the business at networking events and partner engagements.
• Achieve revenue and partnership growth targets.
• Guide partners and clients through onboarding.
• Assist with FICA, KYC and compliance requirements.
• Provide consultative FX solutions: International Payments, Offshore Transfers, Spot FX, Forwards.
• Ensure seamless service throughout the transaction lifecycle.
• Ensure transactions comply with SARB, FinSurv, FICA, AML and internal rules.
• Maintain accurate client and partner records; escalate compliance concerns.
• Maintain CRM records and pipeline management; prepare activity reports.
• Record partner interactions and monitor referral activity.

Skills

Relationship Mgmt

Business Development

Consultative Selling

Stakeholder Engagement

Account Management

Education

Tertiary qualification in Business/Finance/Commerce/Investment/Financial Planning

Tools

CRM Systems

Microsoft Office

Pipeline Management

Sales Reporting

Job description

K2 Recruit is seeking a relationship-focused sales professional in Cape Town to grow and manage a portfolio of wealth-sector Introducing Partners, including independent financial advisers and wealth managers.

You will onboard partners, provide FX advisory, ensure compliance, and maintain CRM records while driving revenue growth and delivering high-quality client service to high-net-worth individuals and financial professionals.