Corporate Sales

Clear Treasury Group; Greater London; On-site; GBP 55,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and attractive commission package

23 days' holiday

Supportive and fun work environment

Job summary

A financial services firm in Greater London is seeking a proactive corporate sales professional to join their team. This role involves sourcing new clients, managing client relationships, and achieving sales targets while collaborating with internal teams. Ideal candidates will have a minimum of 2 years’ experience in the FX industry, strong communication skills, and a passion for financial markets. The firm offers a competitive salary, a supportive work environment, and opportunities for professional growth.

Qualifications

• Minimum of 2 years in the FX industry.
• Strong knowledge and passion for financial markets.
• Effective communication with CFOs, FDs, and CEOs.
• Entrepreneurial mindset and winning mentality.
• Ability to excel across multiple sales channels and methods.

Responsibilities

• Sourcing new potential clients/partnerships.
• Structuring calls to understand client needs.
• Demonstrate a consultative sales approach.
• Achieve monthly sales targets.
• Collaborate with Operations team.
• Engage multiple sales channels in line with company strategy.
• Hit monthly sales targets via multichannel activity.
• Log prospect data accurately in the CRM system.
• Collaborate with Operations on compliance, product developments and channels.
• Build cross-referral relationships across the business.

Skills

Sales skills

Knowledge of financial markets

Communication with decision makers

Entrepreneurial mindset

Education

Economics or Finance-based degree

Tools

CRM software

Job description

Our mission is to remove the complexity and risk of international payments.

We are a team of experts providing our clients with the knowledge and tools they need to grow a successful international business. We are proud of the strength of our relationships with our clients and partners. Relationships focused on long-term success, built on our dedication to excellent customer service.

We provide our clients with the solutions and guidance that their business needs to thrive when engaged in international trade, whether that be through our team of experts or our connected technology.

As we continue our growth in the UK, we are seeking a confident, enthusiastic and proactive individual to join our Corporate Sales and Partnership team, ideally with more than two years’ experience in a similar role.

Reporting directly to the Head of UK, you will find yourself in a fast-paced and dynamic environment tasked with managing and growing our corporate and partnership client base, ensuring client longevity and excellent customer experiences and outcomes.

In a crowded market we offer the opportunity to grow both professionally and commercially. Our working environment is professional, fun, entrepreneurial and team orientated. We pride ourselves on valuing every individual’s needs, offering a supportive environment and direct access to a highly experienced management team.

Key Responsibilities

• Sourcing new potential clients/partnerships for Clear Treasury.
• Structuring calls to obtain a full understanding of potential customers/partners needs and requirements
• Demonstrate a consultative sales approach to effectively tailor bespoke solutions to meet clients’ needs from Clear Treasury's product suite.
• Take opportunities through the initial sales process, from cold to active account/partnership onboarding.
• Showcase in-depth market and industry knowledge to our new customers/partnerships.
• Ability to effectively adopt different sales methods and channels in line with company strategy.
• Achieve monthly sales targets via multichannel activity - cold calling email, face-to-face.
• Ensure all prospect information and data is logged with exemplary use of the company CRM system.
• Collaborate with Clear Treasury’s broader Operations team to stay updated with new and existing compliance and legal regulations, product advancements and distribution channels.
• Work closely with other areas of the business engendering a strong cross-referral relationship.
• Continually exhibit expert knowledge of FX services, products and market information both internally and externally.

Key Qualifications, Competencies and Experience

• 2 years' minimum in FX industry - Economics or Finance-based degree desirable but not essential.
• Strong knowledge and passion for financial markets.
• At ease communicating effectively with Key Decision makers – CFOs, FDs and CEOs.
• Possess a positive, can-do and winning mentality.
• Ability to excel across different sales channels and methods, demonstrating flexibility within a structured sales environment.
• Entrepreneurial mindset and capability to embrace and apply creative thinking to deliver results.

What We Offer

• Competitive salary and attractive commission package.
• 23 days' holiday.
• City based role.
• A supportive, fun and entrepreneurial environment.