Role Summary<\/p>\n
\tThe Business Consultant is responsible for driving revenue growth by building and converting a high-quality pipeline of FX clients through strategic partner relationships.
\n\tThe role is segment-focused \u2014 primarily within the Legal and\/or Property sectors \u2014 and requires a proactive, target-driven individual who can develop referral networks, manage client relationships from enquiry through to executed trad, and contribute to the company’s broader commercial ecosystem, including cross-selling complementary services such as tax and estate planning.<\/p>\n
Key Responsibilities<\/p>\n
Sales & Pipeline<\/p>\n
\tDeliver consistently against monthly, quarterly, and annual ONP targets in line with company strategy
\n\tBuild, manage, and convert a strong active pipeline across your assigned segment (Legal and\/or Property)
\n\tGenerate, progress, and close new business through proactive outreach, cold-calling, and referral activation
\n\tIdentify client FX needs and provide tailored, compliant foreign exchange solutions<\/p>\n
Partner & Network Development<\/p>\n
\tBuild and manage strategic referral relationships with attorneys, conveyancers, accountants, wealth advisors, and real estate professionals
\n\tSupport Introducing Partners end-to-end: from initial enquiry through onboarding, KYC, and trade readiness
\n\tDevelop and formalise referral agreements within your network, contributing to the company’s scalable, segment-based partner model
\n\tExpand their regional presence through targeted business development and network growth<\/p>\n
Cross-Sell & Broader Client Value<\/p>\n
\tPosition and cross-sell complementary services \u2014 including tax, AIT (Annual Investment Threshold), and estate planning \u2014 as part of a complete client solution
\n\tRoute clients to appropriate specialists where relevant, acting as a trusted first point of contact for their broader financial needs<\/p>\n
Planning & Performance<\/p>\n
\tDevelop and execute a structured sales plan with regular performance tracking and pipeline reporting
\n\tMaintain accurate records in the CRM and provide timely updates on pipeline and deal progress<\/p>\n
Core Competencies<\/p>\n
\tStrong commercial acumen with a results-driven, ownership mindset
\n\tHigh ethical standards with adherence to all regulatory requirements (FSCA, FAIS, SARB exchange control)
\n\tAbility to build credibility and influence stakeholders across sectors \u2014 from attorneys and conveyancers to HNW private clients
\n\tSolid understanding of FX products, sales processes, and the client lifecycle
\n\tEffective planning: ability to develop and execute segment sales plans with consistent performance tracking
\n\tAdaptable and responsive to market changes and evolving client needs
\n\tAccountable, decisive, and solution-oriented under pressure<\/p>\n
Key Attributes<\/p>\n
\tTarget-driven and resilient \u2014 thrives in a performance culture
\n\tStrong communicator (verbal and written) with confident cold-calling and networking ability
\n\tSelf-starter with high ownership and motivation \u2014 does not wait to be told what to do
\n\tWell-organised with excellent time management and pipeline discipline
\n\tProfessional, articulate, and confident in client-facing environments
\n\tCollaborative team player who shares opportunities and supports colleagues\u2019 success
\n\tEmotionally intelligent with the maturity to guide and influence clients in complex decisions<\/p>\n
Advantageous<\/p>\n
\tBilingual (English & Afrikaans)
\n\tEstablished referral network in Legal, Property, or Wealth sectors
\n\tEntrepreneurial mindset with a track record of self-generated business
\n\tExperience in FX-related sectors, including:
\n\tLegal (Late Estates and Conveyancing)
\n\tReal Estate transfers and property professionals
\n\tWealth Management and financial planning
\n\tTax and Accounting
\n\tCorporate cross-border transfers<\/p>\n
Qualifications & Experience<\/p>\n
\tMatric (essential)
\n\tRE qualification and FAIS compliance (preferred)
\n\tRelevant business, legal, or financial qualification (advantageous)
\n\tProven sales experience, ideally within financial services or a professional referral-based environment
\n\tDemonstrated ability to self-generate pipeline and build relationships from scratch<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( N \/ A ) or<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"Catch","_company_website":"http:\/\/N%20\/%20A","_company_tagline":"At Catch Recruit, our mission is simple: to connect exceptional talent with the right opportunities, ensuring a perfect blend of professional skills and cultural fit. As a dynamic and growing business, we are dedicated to delivering genuine value to our clients and candidates alike. We achieve t... read morehis by matching candidates with organisations that align with their personality and career aspirations while providing our clients with talent that truly complements their company culture. Our commitment goes beyond just filling roles\u2014we prioritise building lasting relationships by focusing on a select group of clients and candidates. This approach allows us to offer a personalised, attentive service that meets the unique needs of every partnership we create.","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[15],"job-types":[12],"class_list":{"0":"post-35382","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-western-cape","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/35382","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=35382"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=35382"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=35382"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}