About the position
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
Desired Skills:
- Business Consulting
- Business Process Mapping
- Business relationships
- Needs Analysis
- Consulting management
- Business Process Reengineering
Desired Work Experience:
