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Business Consultant

Rochelle de Greeff Associates

South Africa · On-site Full-time 1mo ago

About the role

About Our Client

Our client is an established, well-respected financial entity.

They are looking for a Business Consultant to join them in their Johannesburg branch.

The Business Consultant is responsible for driving revenue growth by supporting Partners and their clients with cross-border fund transfers into and out of South Africa. The role focuses on building strong partner networks, developing client relationships, and converting opportunities into executed trades.

Key Responsibilities

  • Deliver against monthly, quarterly, and annual sales targets aligned to company strategy
  • Build and manage strategic relationships with Partners, clients, and key referral networks (including real estate agents)
  • Develop and maintain a strong, active pipeline across regional accounts
  • Identify client needs and provide tailored foreign exchange solutions
  • Consistently generate, progress, and close new business opportunities
  • Support Introducing Partners end-to-end: from enquiry through onboarding, KYC, and trade readiness
  • Expand regional presence through proactive business development and network growth

Core Competencies

  • Strong commercial acumen with a results-driven mindset
  • High ethical standards and adherence to regulatory requirements
  • Ability to build credibility and influence stakeholders at all levels
  • Adaptable and responsive to changing market and client needs
  • Accountable, decisive, and solution-oriented
  • Solid understanding of FX products, sales processes, and client lifecycle management
  • Effective planning: ability to develop and execute sales plans with regular performance tracking

Key Attributes

  • Target-driven and resilient under pressure
  • Strong communication skills (verbal and written), with confident cold-calling ability
  • Self-starter with high levels of motivation and ownership
  • Well-organised with excellent time and pipeline management
  • Professional, articulate, and client-facing presence
  • Collaborative team player with a proactive approach
  • Emotional intelligence and maturity to influence and guide clients
  • Bilingual (English & Afrikaans) is a requirement

Advantageous:

  • Experience in FX-related sectors, including:
    • Wealth Management
    • Real Estate transfers
    • Legal (Late Estates and Conveyancing)
    • Tax and Accounting
    • Corporate cross-border transfers
  • Established network in the above sectors
  • Entrepreneurial mindset

Qualifications & Experience

  • Matric (essential)
  • RE qualification and FAIS compliance (preferred)
  • Relevant business or legal qualification (advantageous)
  • Proven sales experience, ideally within financial services
  • Experience in FX-related sectors, including Wealth Management, Real Estate, Legal (Late Estates and Conveyancing) and corporate transfers

Success in this Role Looks Like:

Consistently achieving sales targets, building a high-quality partner network, and converting opportunities into completed FX transactions while delivering a seamless client experience.

Skills

FX

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