Role Overview: The Relationship Manager is a key support role within Currency Partners’ Cape Town Distribution Team, working closely alongside the Business Consultants to ensure partners and clients receive a consistentl…
Role Overview: The Business Consultant is responsible for driving revenue growth by supporting Partners and their clients with cross-border fund transfers into and out of South Africa. The role focuses on building strong…
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Full-time
high school, bachelor degree, postgraduate degree
18 Days Annual Leave, Additional Leave Per Year Of Service, 5 Bonus Leave Days At 5th Anniversary, Birthday Leave, 2 Days Paid Moving Leave, Paid Maternity Leave
Posted 37d ago
~40 hrs/week
Responsibilities
The Relationship Manager supports Business Consultants by managing partner queries, operational requests, and CRM data integrity. They are responsible for maintaining partner relationships through regular visits, training delivery, and coordinating quarterly meetings.
Requirements
Requires a bachelor's degree in Commerce, Finance, or Business and 1-3 years of experience in a client-facing financial services role. Candidates must be FAIS compliant or willing to complete the RE5 regulatory examination.
Full job description
Role Overview:
The Relationship Manager is a key support role withinCurrencyPartners’ Cape Town Distribution Team, working closely alongside the Business Consultants to ensure partners and clients receive a consistentlyhigh levelof service. The role sits at the intersection of operations, client relationship management, and business development support – freeing the Business Consultants to focus on revenue-generating activities whilst the Relationship Manager ensures the engine behind the scenes runs smoothly.
This is an excellent opportunity for a driven, commercially curious individual who wants to build a career in financial services. You will gain deep exposure to the FX industry, develop strong partner relationships, and grow your understanding of how a specialist financial intermediaryoperates. Over time, this role offers a natural pathway into a Business Consultant position for the right candidate.
The ideal candidate is highlyorganised, proactive, and a natural relationship builder who takes genuine pride in doing things properly. You will be the connective tissue between Currency Partners’ internal teams, the Business Consultants, and our partner network.
Requirements
Key Responsibilities:
Operations Support
Support Business Consultants with partner queries, transaction statuses, and day-to-day operational requests, ensuringtimelyandaccurateresponses that uphold Currency Partners’ service standards.
Manage month-end partner administration, including reconciliation support, statement distribution, and follow-up on outstanding items.
Maintain the CRM system with discipline and accuracy – updating contact information, logging meetingnotesand key discussion points, tracking follow-up actions, and ensuring overall data integrity so that the team has reliable, up-to-date partner informationalways.
Assistwith the coordination andlogisticsof partner events, including venue liaison, invitations, materials preparation, and on-the-day support.
Support the preparation of marketing materials, proposals, and presentations for partner engagements.
Proactively build knowledge of Currency Partners’ FX products, systems, processes, and compliance requirements to become a credible and informed point of contact for partners.
Client & Partner Relationship Management
Conduct regular in-person visits to partners across the Cape Town region for relationship building, training delivery, and process updates –maintaininga visible, trusted presence within the partner network.
Manage and coordinate the quarterly meeting schedule, ensuring all required partner touchpoints are planned, confirmed, and executed on time.
Attend client and partner meetings alongside Business Consultants to support relationship development, take notes, and ensure agreed actions are followed up promptly.
Deliver partner training sessions on Currency Partners’ products, processes, and platforms, and provide structured follow-ups to reinforce learning and resolve any outstanding questions.
Cultivate strong working relationships with Currency Partners’ internal support teams – including settlements, compliance, and operations – to ensure seamless partner servicing and quick resolution of issues.
Identifyand flag potential business development opportunitiesobservedduring partner visits or interactions, passing these to the relevant Business Consultant for follow-up.
Qualifications &Experience:
Matric (essential) plus a completed undergraduate degree – preferably in Commerce, Finance, Business Management, or a related field.
A postgraduate qualification oradditionalstudies in financial services, investments, or wealth management would beadvantageous.
FAIS compliant or actively willing to complete the required regulatory examinations (RE5) as part of onboarding at Currency Partners.
1–3 years’ experience in a client-facing, sales support, or relationship management role within financial services, wealth management, or a related professional services environment.
Experience in or working knowledge of the Wealth and Asset Management industry isadvantageous– understanding the context in which Currency Partners’ partnersoperatewill accelerate your effectiveness in the role.
Experience managing ormaintaininga CRM system, with a strong understanding of the importance of data accuracy in a commercial environment.
Entrepreneurial experience or a demonstrated ability to work with a high degree of autonomy and self-direction isadvantageous.
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
Related keywords
FXFintechWealth ManagementAsset ManagementRE5FAISCRMTreasuryGlobal PaymentsComplianceFinancial IntermediaryRelationship BuildingBusiness Development
At Currency Partners, we understand that behind every currency transfer there is a story that matters to you, which is why you are our most valuable currency. We value YOU.
We are proud that some of the biggest names in Financial Services and Industry have chosen us as their preferred foreign exchange provider and as one of the largest South African FX intermediaries, we are able to give our clients access to the best pricing and service available in the market.
We offer expert advice coupled with fast, reliable and secure currency transfers with preferential exchange rates, so your money goes further.
Currency Partners (Pty) Ltd. is licensed by the FSCA as an authorised Financial Services Provider (No. 35134) and authorised by the SARB to act as a Foreign Exchange Intermediary (No. 1431).
Offices: The Terraces, 25 Protea Road, Claremont, 7708, Cape Town, Cape Town, Western Cape 7708, ZA · Office 906, 9th Floor, The Firestation, Corner Bath & Baker Street, Rosebank, Johannesburg, Gauteng 2196, ZA · Unit 5, Block 3, MRM Office Park, 10 Village Road, Kloof, Durban, Kwazulu Natal 3610, ZA
Foreign ExchangeCurrency TransfersCurrency Risk ManagementExchange Control AdviceFECs and HedgingInternational Paymentsand CurrenciesPaymentsFinancial ServicesFinancial Exchanges
At Currency Partners, we understand that behind every currency transfer there is a story that matters to you, which is why you are our most valuable currency. We value YOU.
We are proud that some of the biggest names in Financial Services and Industry have chosen us as their preferred foreign exchange provider and as one of the largest South African FX intermediaries, we are able to give our clients access to the best pricing and service available in the market.
We offer expert advice coupled with fast, reliable and secure currency transfers with preferential exchange rates, so your money goes further.
Currency Partners (Pty) Ltd. is licensed by the FSCA as an authorised Financial Services Provider (No. 35134) and authorised by the SARB to act as a Foreign Exchange Intermediary (No. 1431).
Offices: The Terraces, 25 Protea Road, Claremont, 7708, Cape Town, Cape Town, Western Cape 7708, ZA · Office 906, 9th Floor, The Firestation, Corner Bath & Baker Street, Rosebank, Johannesburg, Gauteng 2196, ZA · Unit 5, Block 3, MRM Office Park, 10 Village Road, Kloof, Durban, Kwazulu Natal 3610, ZA
Foreign ExchangeCurrency TransfersCurrency Risk ManagementExchange Control AdviceFECs and HedgingInternational Paymentsand CurrenciesPaymentsFinancial ServicesFinancial Exchanges
