Business ConsultantPosition: Full time, Hybrid (Office based)Location: Pretoria Please send your latest CV to Michelle - ****** PROFILEOur client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider.
In addition, they give their clients access to the best pricing and service available in the market.They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further.
Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the roleThis role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key ResponsibilitiesDelivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead 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 marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible 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 servicesAssisting 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"Core CompetenciesAdhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands and helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actionsComprehensive knowledge of FX sales, systems, and processesProvides an annual sales plan and providing monthly and quarterly updates, revisions, and modifications to the planKey CompetenciesMust be target driven and be able to work under pressureFast LearnerGood communication skills (verbal & written) as well as excellent phone manner with an effective ability to cold callBilingual English and Afrikaans would be advantageousCommitted to targets and deadlinesWilling to go extra mileMust have a very high level of motivation and commitmentTeam player willing to work within a small teamOpen, friendly, and approachable with excellent interpersonal skillsSelf-starter with initiativeOrganized with excellent diary and time management skillsNeat, tidy, presentable, and professional in appearance and mannerDisplay gravitas & emotional maturity & confidence to influence and persuade and lead and guide at all levelsQualifications and ExperienceQualifications – Matric + regulatory exams (RE) + FAIS compliance.A relevant business/legal qualification could be helpful.Sales experience in the financial services industry would be advantageousEntrepreneurial experience would be advantageous
