Business Consultant – Property & Estate Agency FX (Winelands)

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