Business Consultant

2 weeks ago

Cape Town, Western Cape, South Africa ABC Worldwide Full time

Business Consultant

Position:
Full time, Hybrid (Office based)

Location:
Bloemfontein
***This role is for a business consultant that will focus on the Wealth industry and assist financial advisors,

asset managers and other financial institutions, and their clients, to move funds in and out of South

Africa.

Minimum requirements for this opportunity:

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"

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

Self-starter 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 compliance.

A relevant business/legal qualification could be helpful.

Experience:

Sales experience in the financial services industry would be advantageous

Entrepreneurial experience would be advantageous

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