Forex Specialist - SalesBidvest Bank • Johannesburg, ZA

Forex Specialist - Sales

Bidvest Bank • Johannesburg, ZA

6 days ago

Job description

Job title : Forex Specialist - Sales

Job Location : Gauteng, Johannesburg

Deadline : December 28, 2025

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Primary Purpose

To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability. To grow and retain a portfolio of banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base. To develop and maintain a portfolio of important revenue generating client relationships

Minimum Requirements

Qualifications

Minimum

Matric

National Diploma – Finance / Certificate in Banking

RE5

Ideal

BCom Finance, Economics, Accounting, Business, Banking

Competencies

Ability to develop a plan to achieve the sales objectives and targets

Financial acumen with sound FX business knowledge

Can demonstrate strong success in new business sales

Strong communicator, with understanding of sales principles

Negotiation skills

Able to establish and build long-term client relationships

Must have sound Financial Services / FX market knowledge

Credit assessment and deal structuring skills

Knowledge of developments in money markets, legislation and statutory requirements

Experience : 3 to 5 years' experience in Forex or similar role

Duties and Responsibilities :

FX REVENUE & PROFITABILITY

Plans, initiates and drives sales to achieve sales targets Forex Clients

Acquire and onboard new customers

Ensure sales targets and budgets are met

Contribute to revenue and returns generation

CUSTOMER CENTRICITY AND STAKEHOLDER MANAGEMENT

Deliver on excellent customer experience aligned to Bidvest Bank services standards

Achieve NPS customer survey target

Ensure that client visits are done against agreed target

Ensure continuous client interaction through face-to-face interaction and telephonic ‘check-in’ with client base

Ensure client queries are dealt with timeously

Proactively manage review process of client's facilities

Train and assist client on relevant systems in dealing with the bank efficiently

Ensure client onboarding is aligned to internal processes i.e. compliance, credit, internal stakeholder engagement etc.

Encourage activation of new accounts and proactively offer additional account services

Ensure all sales leads are submitted and result in agreed % conversion

Ensure cross-selling opportunities are identified and result in agreed % conversion

Manage Sales, customers and keep abreast of market indicators

Manage portfolio through cross-selling of :

Increase bank revenue by selling right products and services

Market and promote Bidvest Bank through product cross-selling i.e. ABF, BMS, Trade Finance etc.

Proactively identify migration and conversion opportunities

Stakeholder management : legal, credit, Bankers, back office and Treasury in order to achieve clients’ needs

OPERTIONAL EXCELLENCE

Ensure the receipt and capturing of customer information accurately during the account origination process

Ensure client onboarding is aligned to internal processes i.e. compliance, credit, internal stakeholder engagement etc.

Ensure client onboarding process is seamless

Ensure accurate capturing, updates and amendments of customer information

At onboarding – face to face

Is accountable in terms of credit issues pertaining to client portfolio

Performs KYC verification throughout customer lifecycle

Assist with SARB and manage applications

Follow up with all parties to ensure that queries are resolved

PEOPLE MANAGEMENT

Contribute to teamwork (level of teamwork, accountability, delivery, quality & speed of information shared contribution to efficiency and effectiveness of area).

Share knowledge and insight with team members and provide mentoring and coaching to build depth of skills and knowledge within the team.

Provide weekly / monthly sales report to track progress

Ensure client files are reviewed and updated

Update and managed all client interaction on CRM

LEARNING AND GROWTH

Personal and Intellectual Capital Development

Take ownership for driving own career development by preparing own Personal Development Plan and achieving the objectives / milestones set out in the development plan.

Actively work towards developing knowledge related to compliance and ethical business practices trends and developments, and work towards building own Intellectual Property.

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Sales Specialist • Johannesburg, ZA

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