Consultant : Forex Client Relationship

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To build, grow and manage foreign exchange and cross-border banking relationships with new and existing clients by identifying client needs, providing specialist Forex and transactional banking solutions, supporting onboarding and servicing activities and partnering with relevant internal client relationship roles to deliver sustainable revenue growth, exceptional client experiences and regulatory compliance

• 5–8 years' experience in managing and developing client relationships within the relevant sector, i.e., Commercial / Business Banking or Retail/Personal Banking.
• Relationship Management within foreign exchange, cross-border banking, transactional banking or treasury-related environments, managing and developing client relationships.
• Acquiring, retaining and growing client portfolios.
• Forex and cross-border banking solutioning - identifying and delivering financial solutions aligned to client needs.
• Working with internal stakeholders to deliver client outcomes.
• Supporting client onboarding and service delivery processes.
• Generating revenue through solution adoption and portfolio growth.

• Regulatory Exam for Representatives (RE5)

• FAIS accredited as Key Individual and approved by FSCA

• Products and services related to the relevant sector, i.e., Commercial / Business Banking or Retail/Personal Banking.
• Client engagement and consultative selling.
• Foreign exchange and cross-border banking solutions.
• Cash management, deposits and transactional banking products.
• Relevant client lifecycle and relationship management practices.
• Client onboarding, KYC and customer due diligence processes.
• Exchange Control Regulations and SARB requirements.
• FAIS, AML and applicable banking regulatory frameworks including FAIS general code of conduct.
• CRM systems, pipeline management and portfolio reporting.
• Stay current with relevant technologies (including AI tools,) applying them responsibly and effectively to optimise everyday tasks and outputs

• Attention to Detail
• Commercial Thinking Skills
• Communications Skills
• Interpersonal & Relationship management Skills
• Planning, organising and coordination skills

Capitec Bank is an authorised financial services provider (FSP 46669) and registered credit provider (NCRCP
13). Capitec Bank Limited Reg. No: 1980/003695/06