Business Consultant (Wealth)

SUMMARY:
Business Consultant (Wealth)
Cape Town

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.

POSITION INFO:
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 affilaites 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.

• Adhering to good practice and ethical Principles and Values.
• Demonstrates consistent usage of ethics and values and 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.
• 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.

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

• Sales experience in the financial services industry would be advantageous.