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Account Manager / Dealer
South Africa - Cape Town · On-site · Hybrid
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About the role
Salesforce
About the job
At Redpin we simplify life's most important payments. Buying a new property overseas can be a stressful time, especially when it comes to moving your money. Through our Currencies Direct and TorFX brands we've been helping people do just that for over 25 years. With recent investment we're now on a mission to build a new range of digital products and services that will make moving money Internationally for Real Estate purchases even easier.We’re on a mission to become the solution for Real Estate payments everywhere. To do this, we are transitioning our business from a horizontal FX platform to a verticalized, embedded software company, as we look to the future and Redpin 2.0
The Role
We’re now seeking a Account Manager / Dealer for our Currencies Direct team in South Africa. In this intermediate-level position, you will be responsible for managing and developing an allocated portfolio of private clients, executing foreign exchange transactions, and identifying opportunities to generate revenue while delivering a consistently high standard of client service. This role is based in Cape Town, South Africa, and we are seeking candidates who live in this area or can commute to the office. Your performance will be crucial in achieving and surpassing individual commercial targets—including revenue, trading volumes, margins, and portfolio activity—as well as contributing positively to the wider dealing desk's collective performance. Your contribution will play a vital role in our success, long-term client retention, and the satisfaction of our valued clients.
What you'll do
- Take full ownership of an allocated private client portfolio, managing calls and emails regarding exchange rates, market movements, and payment requirements to deliver a responsive, personalised dealing service.
- Provide accurate and competitive exchange rate quotations, negotiating effectively to secure business while maintaining appropriate commercial margins.
- Execute foreign exchange transactions accurately and ensure clients understand agreed rates, payment obligations, required documentation, and settlement timelines.
- Proactively review portfolio activity to identify upcoming transfers, reactivate lapsed clients, and convert outstanding quotations and market-driven trading opportunities into completed transactions.
- Maintain a strong understanding of local and international financial markets, delivering timely market commentary, contributing to daily client updates, and presenting morning updates to colleagues.
- Maintain complete and accurate records of client interactions, quotations, and trading activity on Salesforce and internal banking platforms while adhering strictly to company policies, procedures, and compliance requirements.
- Collaborate closely with internal departments and support colleagues across the dealing desk during peak volumes or leave to maintain high service standards and team accountability.
What You’ll Need
Dealers must be commercially minded, articulate communicators who can manage client relationships independently and understand how market movements influence trading decisions. You are a primary point of contact for our clients and play a major role in driving revenue growth and repeat business.
- Minimum of two years' relevant experience in foreign exchange, financial services, or a related industry (or at least one year of experience in a suitable role within Currencies Direct).
- NQF Level 6 qualification, or a documented development plan to obtain the required qualification within 12 months.
- Strong numerical ability, with confidence in exchange rate calculations, margins, pricing, and managing high-value transactions for high-net-worth individuals.
- Excellent verbal and written communication skills, with the confidence to explain market developments and negotiate effectively.
- High attention to detail and operational accuracy across deal execution, payment instructions, compliance, and Salesforce recordkeeping.
- Genuine interest in financial markets, economics, and current affairs, alongside strong commercial judgement.
- Strong organisational and time-management skills, with the ability to manage competing priorities independently in a fast-paced environment while remaining a supportive team player.
We welcome people from all backgrounds who seek the opportunity to help build a future where we connect the dots for international property payments. If you have the curiosity, passion, and collaborative spirit, work with us, and let’s move the world of PropTech forward, together.Redpin, Currencies Direct and TorFX are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, colour, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.