Positioned within an established financial services firm, this role is critical for driving revenue growth by supporting Partners and their clients with cross -border fund transfers into and out of South Africa. The successful incumbent will focus on building robust partner networks, developing client relationships, and converting high -value opportunities into executed trades. This full -time position offers a high -impact environment focused on market expansion and seamless client execution.
Sales Target Delivery: Deliver consistently against monthly, quarterly, and annual sales targets aligned with the overarching organisational strategy.
Network & Partnership Development: Build, nurture, and manage strategic relationships with Partners, clients, and key referral networks, including real estate agents.
Pipeline Management: Develop and maintain a strong, active sales pipeline across assigned regional accounts to consistently generate, progress, and close new business opportunities.
FX Solutioning: Identify specific client needs and provide tailored foreign exchange solutions that facilitate efficient cross -border transfers.
End -to -End Partner Support: Support Introducing Partners throughout the entire lifecycle, from initial enquiry through onboarding, KYC compliance, and trade readiness.
Market Expansion: Expand regional presence through proactive business development, targeted networking, and active client -facing engagement.
Performance Tracking: Develop and execute structured sales plans with regular performance tracking and pipeline reporting.
Experience: Proven sales experience with a track record of success, ideally within financial services or banking environments.
Sector Knowledge: Experience in FX -related sectors, specifically Wealth Management, Real Estate transfers, Legal (Late Estates and Conveyancing), Tax, Accounting, or Corporate cross -border transfers.
Education: Matric certificate is essential.
Licence & Mobility: Must possess a valid driver’s licence and own reliable vehicle for client travel.
Compliance Mindset: High ethical standards with a solid understanding of sales processes, FX products, and client lifecycle management.
Regulatory Compliance: RE qualification and FAIS compliance.
Tertiary Education: Relevant business, financial, or legal qualification.
Language Skills: Fluent in English and Afrikaans.
Established Network: An existing referral network within wealth management, real estate, or legal sectors.
CRM software (e.g., Zoho CRM or Salesforce)
Microsoft Excel
Microsoft Office Suite (Word, Outlook, PowerPoint)
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