Business Consultant (Sales – FX & Partnerships) - Wealth

Role Overview:

A relationship-led role managing and growing a portfolio of Introducing Partners in the Western Cape wealth sector — principally wealth managers and independent financial advisors (IFAs). You’ll be their trusted cross-border FX partner, handling every referral seamlessly from enquiry to executed trade, deepening existing relationships, and selectively onboarding new ones.

Competitive basic salary plus commission

Requirements

• Manage, retain, and grow a portfolio of wealth-sector Introducing Partners (wealth managers and IFAs) across the Western Cape
  


• Be the trusted FX point of contact for partners and, where appropriate, their high-net-worth clients
  


• Deepen relationships to maximise the volume and quality of cross-border referrals, and onboard selected new partners
  


• Guide partners and clients through onboarding, FICA / KYC, and trade readiness
  


• Structure tailored FX solutions (international payments, offshore transfers, spot and forward cover) in line with SARB exchange control and SARS requirements
  


• Keep accurate CRM records and represent Currency Partners at wealth-sector events
  

• Matric / Grade 12 (essential); relevant tertiary qualification in Business, Finance, Investment, or Commerce (advantageous)
  


• RE5 and FAIS compliance (preferred — support provided for the right candidate)
  


• 3–5 years’ B2B relationship or sales experience, ideally in financial services or wealth management
  


• A track record of retaining and growing partner relationships and meeting revenue targets
  


• Strong relationship-management and consultative-selling skills, with sound commercial judgement
  


• High ethical standards and adherence to FSCA / FAIS and AML / KYC (FICA) requirements
  


• Excellent communication and organisation, with genuine care for partner and client outcomes
  

• Bilingual (English and Afrikaans)
  


• Existing network within the Western Cape wealth-management / IFA community
  


• Understanding of SA exchange control (SARB, FinSurv) and offshore investment allowances
  


• Prior exposure to FX products and wealth / private-client environments
  

Benefits

• Exposure to the fast-growing foreign exchange and fintech industry
  


• Work with international clients across global markets
  


• Exposure to FX, global payments, treasury, compliance and international finance
  


• Learn from experienced industry specialists and dealers
  

Culture & company

• Collaborative, relationship-driven culture built on trust and service
  


• Agile, smaller business with broad cross-functional exposure
  


• Direct access to leadership and decision-makers
  


• Career growth and internal progression opportunities
  


• Modern offices around the country
  


• Flexible in office working hours
  


• Paperless, tech-driven working environment
  

Leave & benefits

• 18 days annual leave + 1 extra day per year of service
  


• 5 bonus leave days at your 5th work anniversary
  


• Birthday leave in your birthday month
  


• 2 days paid moving leave
  


• Paid maternity and paternity leave
  


• Learning and development support relevant to your role and industry