Treasury Sales Specialist

Investec; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A distinctive Specialist Bank, Investec is seeking motivated individuals to join their dynamic sales team focused on acquiring new corporate clients for their treasury business. No prior banking experience is required, but candidates must have a strong desire to learn, excellent communication skills, and the ability to build relationships. Investec fosters a collaborative culture and offers various wellbeing benefits, including a well-being subsidy, gym memberships, and flexible working arrangements.

Benefits

Wellbeing Subsidy

Corporate Gym Membership

Virtual GP

Private Medical & Dental Insurance

Non-contributory Pension

Discretionary Bonus

Life Assurance

Travel Scheme

Qualifications

• No previous FX or banking experience needed, but a genuine desire to learn.
• Must be proactive, confident, and results-oriented.
• Passion for building relationships and working collaboratively.

Responsibilities

• Generate leads through various channels to acquire new clients.
• Maintain client relationships and manage account setup processes.
• Collaborate with product specialists and team members.

Skills

Communication skills

Motivated self-starter

Relationship building

Drive and determination

Job description

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Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of theordinaryand we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

The Role: This is an exciting opportunity to be part of an ambitious, diverse, and dynamic sales team responsible for acquiring and developing new-to-bank clients for our Corporate Treasury business. Primarily focused on identifying and converting clients seeking treasury solutions, you will also be responsible for introducing clients to other areas of the wider bank. Along with our product specialists, you will manage these client relationships to ensure they receive a superb Investec treasury experience and become loyal clients in the process.

Key Responsibilities:

• Acquire New Business: Generate leads through campaigns, events, networking, and other creative approaches. Visit generated leads with the intention of acquiring their business. Tailor conversations and value propositions to the company's relevant industry, business contact, and decision maker.
• Account Setup: Ensure the account has a suitable trading and credit limit for both the client and the bank. Manage client expectations throughout this process. Ensure all relevant information is input into the CRM system for accurate MI and performance analysis.
• Client Relationship Management: Maintain client relationships for their first year of trading. Assist in the handover of the relationship after the year. Maintain dialogue with management and correctly utilize CRM at all times.
• Team Collaboration: Assist other team members on meetings where required. Build strong internal relationships with dealers, credit officers, compliance, and AML officers. Promote the “One Bank” ethos by being a good corporate citizen to all Investec employees and ensure referrals are forthcoming.
• Continuous Learning: Attend and partake enthusiastically in monthly training sessions to improve product knowledge.
• Communication & Attitude: Maintain accurate records at all times. Work with product teams to ensure relationship smoothness and appropriate product sales. Represent the company at external networking and other events for the purposes of professionally promoting the company business and profile.
• Performance: Meet or exceed all targets set. Ensure that the Return on Capital per client exceeds minimum hurdle rates.

Core Skills and Knowledge:

• No previous FX or banking experience is needed, but a genuine desire to learn and understand our various treasury and hedging products, our sales proposition, the FX markets, and the end-to-end dealing process is essential.
• A motivated self-starter.
• Highly articulate with great communication skills to ensure that our products and value proposition are made relevant and straightforward to our clients.
• Confident, proactive, and diligent.
• Passion for building relationships.
• Drive and determination.
• Results-oriented.
• Naturally curious and inquisitive.
• Respectful to others and themselves.
• Will excel in a collaborative team environment.

Purpose: The purpose of the role is to acquire new corporate customers within a defined target market to use the treasury products and services offered by Investec Bank plc. These products include foreign exchange, money markets, and interest rates. This is achieved by generating leads, meeting key decision makers, and signing up companies through the articulation of the Investec Treasury Risk Solutions value proposition. This attainment of new business is set in line with a team target for both money markets and foreign exchange, with each team having a Team Leader at the helm.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free tobe themselves which helps to drive innovation,creativityand ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

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