Our client is an authorised Financial Services Provider specialising in cross-border foreign exchange for private individuals, businesses and professional partners. They forge enduring, meaningful partnerships built on trust — putting clients first, delivering superior service, and giving them access to the best pricing available in the market.

They are a growing, high-performance business with an ONP target of R92 million for 2026 — an 18% step-up on last year. Their 2026 strategy is centred on deepening their presence in the Legal and Property segments, scaling their partner network, and expanding their service offering through complementary solutions including tax and estate planning. They are looking for commercially driven, entrepreneurial candidates who want to grow with them.

Role Summary

The Business Consultant is responsible for driving revenue growth by building and converting a high-quality pipeline of FX clients through strategic partner relationships. The role is segment-focused — primarily within the Legal and/or Property sectors — and requires a proactive, target-driven individual who can develop referral networks, manage client relationships from enquiry through to executed trad, and contribute to the company’s broader commercial ecosystem, including cross-selling complementary services such as tax and estate planning.

Key Responsibilities

Sales & Pipeline

• Deliver consistently against monthly, quarterly, and annual ONP targets in line with company strategy
• Build, manage, and convert a strong active pipeline across your assigned segment (Legal and/or Property)
• Generate, progress, and close new business through proactive outreach, cold-calling, and referral activation
• Identify client FX needs and provide tailored, compliant foreign exchange solutions

Partner & Network Development

• Build and manage strategic referral relationships with attorneys, conveyancers, accountants, wealth advisors, and real estate professionals
• Support Introducing Partners end-to-end: from initial enquiry through onboarding, KYC, and trade readiness
• Develop and formalise referral agreements within your network, contributing to the company’s scalable, segment-based partner model
• Expand their regional presence through targeted business development and network growth

Cross-Sell & Broader Client Value

• Position and cross-sell complementary services — including tax, AIT (Annual Investment Threshold), and estate planning — as part of a complete client solution
• Route clients to appropriate specialists where relevant, acting as a trusted first point of contact for their broader financial needs

Planning & Performance

• Develop and execute a structured sales plan with regular performance tracking and pipeline reporting
• Maintain accurate records in the CRM and provide timely updates on pipeline and deal progress

Core Competencies

• Strong commercial acumen with a results-driven, ownership mindset
• High ethical standards with adherence to all regulatory requirements (FSCA, FAIS, SARB exchange control)
• Ability to build credibility and influence stakeholders across sectors — from attorneys and conveyancers to HNW private clients
• Solid understanding of FX products, sales processes, and the client lifecycle
• Effective planning: ability to develop and execute segment sales plans with consistent performance tracking
• Adaptable and responsive to market changes and evolving client needs
• Accountable, decisive, and solution-oriented under pressure

Key Attributes

• Target-driven and resilient — thrives in a performance culture
• Strong communicator (verbal and written) with confident cold-calling and networking ability
• Self-starter with high ownership and motivation — does not wait to be told what to do
• Well-organised with excellent time management and pipeline discipline
• Professional, articulate, and confident in client-facing environments
• Collaborative team player who shares opportunities and supports colleagues’ success
• Emotionally intelligent with the maturity to guide and influence clients in complex decisions

Advantageous

• Bilingual (English & Afrikaans)
• Established referral network in Legal, Property, or Wealth sectors
• Entrepreneurial mindset with a track record of self-generated business
• Experience in FX-related sectors, including:
• Legal (Late Estates and Conveyancing)
• Real Estate transfers and property professionals
• Wealth Management and financial planning
• Tax and Accounting
• Corporate cross-border transfers

Qualifications & Experience

• Matric (essential)
• RE qualification and FAIS compliance (preferred)
• Relevant business, legal, or financial qualification (advantageous)
• Proven sales experience, ideally within financial services or a professional referral-based environment
• Demonstrated ability to self-generate pipeline and build relationships from scratch

What Success Looks Like

You are consistently hitting your ONP targets. You have built a high-quality, active partner network in your segment that generates reliable, recurring deal flow. Your clients trust you, your partners refer to you first, and you are contributing to the company’s growth in Legal and Property — while identifying opportunities to deliver even more value through broader financial solutions.

You are accountable, proactive, and hungry. You own your pipeline and you close it.