Job Description

This 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.

Responsibilities:

• Delivery of both annual and monthly sales targets in coordination with the companyxc2xb4s 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"
• 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
• Fast Learner
• 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

Requirements:

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

Please note if you have not heard from us in 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable roles.

CA Financial Appointments