Business Consultant: Sales - FX and Partnerships (Claremont) at Catch

Role Summary

• The Business Consultant is responsible for driving revenue growth by building and converting a high-quality pipeline of FX clients through strategic partner relationships.
• The role is segment-focused — primarily within the Legal and/or Property sectors — 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.

Key Responsibilities

Sales & Pipeline

• Deliver consistently against monthly, quarterly, and annual ONP targets in line with company strategy
• Build, manage, and convert a strong active pipeline across your assigned segment (Legal and/or Property)
• Generate, progress, and close new business through proactive outreach, cold-calling, and referral activation
• Identify client FX needs and provide tailored, compliant foreign exchange solutions

Partner & Network Development

• Build and manage strategic referral relationships with attorneys, conveyancers, accountants, wealth advisors, and real estate professionals
• Support Introducing Partners end-to-end: from initial enquiry through onboarding, KYC, and trade readiness
• Develop and formalise referral agreements within your network, contributing to the company's scalable, segment-based partner model
• Expand their regional presence through targeted business development and network growth

Cross-Sell & Broader Client Value

• Position and cross-sell complementary services — including tax, AIT (Annual Investment Threshold), and estate planning — as part of a complete client solution
• Route clients to appropriate specialists where relevant, acting as a trusted first point of contact for their broader financial needs

Planning & Performance

• Develop and execute a structured sales plan with regular performance tracking and pipeline reporting
• Maintain accurate records in the CRM and provide timely updates on pipeline and deal progress

Core Competencies

• Strong commercial acumen with a results-driven, ownership mindset
• High ethical standards with adherence to all regulatory requirements (FSCA, FAIS, SARB exchange control)
• Ability to build credibility and influence stakeholders across sectors — from attorneys and conveyancers to HNW private clients
• Solid understanding of FX products, sales processes, and the client lifecycle
• Effective planning: ability to develop and execute segment sales plans with consistent performance tracking
• Adaptable and responsive to market changes and evolving client needs
• Accountable, decisive, and solution-oriented under pressure

Key Attributes

• Target-driven and resilient — thrives in a performance culture
• Strong communicator (verbal and written) with confident cold-calling and networking ability
• Self-starter with high ownership and motivation — does not wait to be told what to do
• Well-organised with excellent time management and pipeline discipline
• Professional, articulate, and confident in client-facing environments
• Collaborative team player who shares opportunities and supports colleagues’ success
• Emotionally intelligent with the maturity to guide and influence clients in complex decisions

Advantageous

• Bilingual (English & Afrikaans)
• Established referral network in Legal, Property, or Wealth sectors
• Entrepreneurial mindset with a track record of self-generated business
• Experience in FX-related sectors, including:
• Legal (Late Estates and Conveyancing)
• Real Estate transfers and property professionals
• Wealth Management and financial planning
• Tax and Accounting
• Corporate cross-border transfers

Qualifications & Experience

• Matric (essential)
• RE qualification and FAIS compliance (preferred)
• Relevant business, legal, or financial qualification (advantageous)
• Proven sales experience, ideally within financial services or a professional referral-based environment
• Demonstrated ability to self-generate pipeline and build relationships from scratch