Currency Partners

Open

Business Consultant (Sales – FX & Partnerships) - Wealth

Location
Claremont, Cape Town, Western Cape, South Africa
Last seen
Aug 6, 2026

About the role

Role Overview: A relationship-led role managing and growing a portfolio of Introducing Partners in the Western Cape wealth sector — principally wealth managers and independent financial advisors (IFAs). You’ll be their trusted cross-border FX partner, handling every referral seamlessly from enquiry to executed trade, deepening existing relationships, and selectively onboarding new ones. Competitive basic salary plus commission Requirements Key Responsibilities: Manage, retain, and grow a portfolio of wealth-sector Introducing Partners (wealth managers and IFAs) across the Western Cape Be the trusted FX point of contact for partners and, where appropriate, their high-net-worth clients Deepen relationships to maximise the volume and quality of cross-border referrals, and onboard selected new partners Guide partners and clients through onboarding, FICA / KYC, and trade readiness Structure tailored FX solutions (international payments, offshore transfers, spot and forward cover) in line with SARB exchange control and SARS requirements Keep accurate CRM records and represent Currency Partners at wealth-sector events Qualifications & Experience: Matric / Grade 12 (essential); relevant tertiary qualification in Business, Finance, Investment, or Commerce (advantageous) RE5 and FAIS compliance (preferred — support provided for the right candidate) 3–5 years’ B2B relationship or sales experience, ideally in financial services or wealth management A track record of retaining and growing partner relationships and meeting revenue targets Strong relationship-management and consultative-selling skills, with sound commercial judgement High ethical standards and adherence to FSCA / FAIS and AML / KYC (FICA) requirements Excellent communication and organisation, with genuine care for partner and client outcomes Advantageous: Bilingual (English and Afrikaans) Existing network within the Western Cape wealth-management / IFA community Understanding of SA exchange control (SARB, FinSurv) and offshore investment allowances Prior exposure to FX products and wealth / private-client environments Benefits Why join Currency Partners? Industry & role Exposure to the fast-growing foreign exchange and fintech industry Work with international clients across global markets Exposure to FX, global payments, treasury, compliance and international finance Learn from experienced industry specialists and dealers Culture & company Collaborative, relationship-driven culture built on trust and service Agile, smaller business with broad cross-functional exposure Direct access to leadership and decision-makers Career growth and internal progression opportunities Modern offices around the country Flexible in office working hours Paperless, tech-driven working environment Leave & benefits 18 days annual leave + 1 extra day per year of service 5 bonus leave days at your 5th work anniversary Birthday leave in your birthday month 2 days paid moving leave Paid maternity and paternity leave Learning and development support relevant to your role and industry Our Commitment to Inclusion At Currency Partners, we are committed to building a diverse and inclusive team. If you don't meet every requirement listed, we'd still encourage you to apply — if you meet most of our expectations, you could be a great fit for this role or another opportunity within our team. We welcome applications from people of all backgrounds, experiences, and walks of life