Durban, South Africa | Posted on 01/19/2024
This role is for a business consultant that will focus on the Wealth and Financial Services Industries in Durban, and assist IFA's, wealth managers, accountants 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.
• Maintain, influence, and develop senior level relationships with all key FX Partners and introducing advisors for business development opportunities.
• Develop and maintain a strong business pipeline for Regional Accounts and expands on existing opportunities.
• 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.
Requirements • Must be target driven and be able to work under pressure.
• 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.
• 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 and 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 would be advantageous.
Experience:
• Sales experience in the financial services industry would be advantageous.
• Entrepreneurial experience would be advantageous.
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