Business Consultant (Wealth)
Business Consultant (Wealth)
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
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.
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 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".
Requirements
Core Competencies:
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.
Key Competencies:
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
Selfstarter 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
Qualification:
Qualifications Matric regulatory exams (RE) FAIS compliancy.
A relevant business/legal qualification could be helpful.
Experience:
Sales experience in the financial services industry would be advantageous
Entrepreneurial experience would be advantageous
his 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. 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 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".
Employment Type
Full Time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
