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.

Key Responsibilities

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  Sales Target Delivery:
  Deliver consistently against monthly, quarterly, and annual sales targets aligned with the overarching organisational strategy.

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  Network & Partnership Development:
  Build, nurture, and manage strategic relationships with Partners, clients, and key referral networks, including real estate agents.

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  Pipeline Management:
  Develop and maintain a strong, active sales pipeline across assigned regional accounts to consistently generate, progress, and close new business opportunities.

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  FX Solutioning:
  Identify specific client needs and provide tailored foreign exchange solutions that facilitate efficient cross-border transfers.

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  End-to-End Partner Support:
  Support Introducing Partners throughout the entire lifecycle, from initial enquiry through onboarding, KYC compliance, and trade readiness.

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  Market Expansion:
  Expand regional presence through proactive business development, targeted networking, and active client-facing engagement.

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  Performance Tracking:
  Develop and execute structured sales plans with regular performance tracking and pipeline reporting.

Requirements

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  Experience:
  Proven sales experience with a track record of success, ideally within financial services or banking environments.

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  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.

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  Education:
  Matric certificate is essential.

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  Licence & Mobility:
  Must possess a valid driver’s licence and own reliable vehicle for client travel.

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  Compliance Mindset:
  High ethical standards with a solid understanding of sales processes, FX products, and client lifecycle management.

Preferred Qualifications

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  Regulatory Compliance:
  RE qualification and FAIS compliance.

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  Tertiary Education:
  Relevant business, financial, or legal qualification.

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  Language Skills:
  Fluent in English and Afrikaans.

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  Established Network:
  An existing referral network within wealth management, real estate, or legal sectors.

Required Software Skills

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  CRM software (e.g., Zoho CRM or Salesforce)

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  Microsoft Excel

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  Microsoft Office Suite (Word, Outlook, PowerPoint)