Business Consultant – Property & Estate Agency FX (Winelands)

SUMMARY:
Build strong property-sector partnerships and support cross-border transactions

POSITION INFO:

• • 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