Business Consultant Property & Estate Agency FX (Winelands)
Build strong property-sector partnerships and support cross-border transactions
Property & Foreign Exchange Winelands Salary: Market-related
About Our Client
Our client is a specialist foreign exchange and international payments provider enabling clients to move funds in and out of South Africa in a secure compliant and efficient manner. They work closely with estate agents property professionals and their clients offering tailored FX solutions within a highly regulated financial services environment.
The company is relationship-focused and entrepreneurial with a strong emphasis on ethical conduct long-term partnerships and regional market growth. This role offers the opportunity to establish a strong presence in the Winelands property market.
The Role: Business Consultant Property & Estate Agency FX (Winelands)
This role focuses on the property industry and estate agents in the Winelands area developing long-term referral partnerships and supporting their clients with foreign exchange and international payment needs. You will be responsible for achieving sales targets building a sustainable pipeline and managing clients from initial enquiry through to trade readiness and completion.
Key Responsibilities
- Deliver annual and monthly sales targets in line with the companys sales strategy
- Develop and maintain strong relationships with estate agents property professionals and their clients in the Winelands
- Build long-term sales opportunities through an effective regional referral and influencer network
- Maintain influence and develop senior-level relationships with FX partners and introducing advisors
- Generate manage and close a high volume of FX sales opportunities
- Identify client needs and provide appropriate FX solutions and services
- Develop and maintain a strong business pipeline for regional accounts
- Support introducing partners and clients from enquiry through to trade completion
- Facilitate client onboarding including registration and collection of KYC documentation
- Manage clients to full trade readiness in line with regulatory requirements
- Prepare an annual sales plan with monthly and quarterly updates and revisions
- Adhere to ethical principles values and regulatory standards at all times
About You
- Highly target-driven with the ability to work under pressure
- Sales experience within the financial services industry is advantageous
- Exposure to the property or estate agency sector would be beneficial
- Strong knowledge of FX sales systems and processes
- Excellent verbal and written communication skills with a professional phone manner
- Confident in cold calling influencing and persuading at all levels
- Fast learner with a proactive self-starter mindset
- Highly motivated committed and willing to go the extra mile
- Organized with excellent diary management and time management skills
- Team player who works well within a small collaborative team
- Open friendly and approachable with strong interpersonal skills
- Professional neat and presentable in appearance and conduct
- Displays gravitas emotional maturity and confidence when engaging clients
- Bilingual English and Afrikaans is advantageous
- Matric qualification with regulatory exams (RE) and FAIS compliance
- A relevant business or legal qualification would be beneficial
- Entrepreneurial experience would be advantageous
Business Consultant Property & Estate Agency FX (Winelands)Build strong property-sector partnerships and support cross-border transactionsProperty & Foreign Exchange Winelands Salary: Market-related About Our ClientOur client is a specialist foreign exchange and international payments provider en...
Business Consultant Property & Estate Agency FX (Winelands)
Build strong property-sector partnerships and support cross-border transactions
Property & Foreign Exchange Winelands Salary: Market-related
About Our Client
Our client is a specialist foreign exchange and international payments provider enabling clients to move funds in and out of South Africa in a secure compliant and efficient manner. They work closely with estate agents property professionals and their clients offering tailored FX solutions within a highly regulated financial services environment.
The company is relationship-focused and entrepreneurial with a strong emphasis on ethical conduct long-term partnerships and regional market growth. This role offers the opportunity to establish a strong presence in the Winelands property market.
The Role: Business Consultant Property & Estate Agency FX (Winelands)
This role focuses on the property industry and estate agents in the Winelands area developing long-term referral partnerships and supporting their clients with foreign exchange and international payment needs. You will be responsible for achieving sales targets building a sustainable pipeline and managing clients from initial enquiry through to trade readiness and completion.
Key Responsibilities
- Deliver annual and monthly sales targets in line with the companys sales strategy
- Develop and maintain strong relationships with estate agents property professionals and their clients in the Winelands
- Build long-term sales opportunities through an effective regional referral and influencer network
- Maintain influence and develop senior-level relationships with FX partners and introducing advisors
- Generate manage and close a high volume of FX sales opportunities
- Identify client needs and provide appropriate FX solutions and services
- Develop and maintain a strong business pipeline for regional accounts
- Support introducing partners and clients from enquiry through to trade completion
- Facilitate client onboarding including registration and collection of KYC documentation
- Manage clients to full trade readiness in line with regulatory requirements
- Prepare an annual sales plan with monthly and quarterly updates and revisions
- Adhere to ethical principles values and regulatory standards at all times
About You
- Highly target-driven with the ability to work under pressure
- Sales experience within the financial services industry is advantageous
- Exposure to the property or estate agency sector would be beneficial
- Strong knowledge of FX sales systems and processes
- Excellent verbal and written communication skills with a professional phone manner
- Confident in cold calling influencing and persuading at all levels
- Fast learner with a proactive self-starter mindset
- Highly motivated committed and willing to go the extra mile
- Organized with excellent diary management and time management skills
- Team player who works well within a small collaborative team
- Open friendly and approachable with strong interpersonal skills
- Professional neat and presentable in appearance and conduct
- Displays gravitas emotional maturity and confidence when engaging clients
- Bilingual English and Afrikaans is advantageous
- Matric qualification with regulatory exams (RE) and FAIS compliance
- A relevant business or legal qualification would be beneficial
- Entrepreneurial experience would be advantageous
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