Treasury Sales Specialist (12076)

Investec; London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Investec seeks a dynamic sales professional to join their Corporate Treasury team. This role emphasizes acquiring and developing new corporate clients for treasury solutions, including foreign exchange and money markets. The successful candidate will demonstrate proven sales experience, a proactive attitude, and the ability to foster strong client relationships within a collaborative environment.

Benefits

Wellbeing Subsidy

Corporate Gym Membership

Virtual GP

Non-contributory Pension

Discretionary Bonus

Qualifications

• Proven sales experience is required.
• Energetic and proactive personality needed.
• Ability to develop meaningful client relationships.

Responsibilities

• Acquire new corporate customers for treasury services.
• Generate leads and convert them to clients.
• Maintain strong client relationships during their first year.

Skills

Sales experience

Relationship building

Proactivity

Communication

Job description

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 the ordinary and 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.

Description of role
This is an exciting opportunity for you to be part of an ambitious, diverse and dynamic sales team who are 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 be responsible for managing these client relationships to ensure they receive a superb Investec treasury experience and become loyal clients in the process.

We are looking for proven sales experience, a proactive and energetic personality and the enthusiasm to develop meaningful client relationships.

In this role you will be responsible for acquiring and developing new client relationships through delivering a world class sales experience:

Hunger and persistence to convert new client opportunities
Empathy and diligence to embed these relationships, and
Proactivity and passion to develop these client relationships within the team and across the wider bank
Character and hunger is really important for this role. We are looking for someone with sales acumen, who is hard-working, proactive, energetic, gregarious and passionate.

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 and meeting the key decision maker and signing up the company 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 and
each team will have a Team Leader at the helm.

Key responsibilities

Acquire New Business to meet set targets for FX & MM
• Generate own leads through campaigns, events, networking and other creative approaches and convert to a client; visit generated leads with the intention of acquiring their business.
• All clients should be visited before they are on-boarded.
• Tailor conversation and value proposition to the company's relevant industry, business contact and decision maker.
• Ensure new business is only acquired within a defined territory and through clients that add to the quality of the book and not merely the quantity.
• Business networking and relationship building
• Understand the Investec value proposition and handle objections.
• Each salesperson will be responsible for contributing to the team target, but the individual's target will be fully identifiable, and expectations of the team target will be based around the cumulative individual targets.

Assist with the account set up
• Ensure the account has a suitable trading and credit limit (for both the client and the Bank).
• Ensure the client's expectations are managed throughout this process.
• Ensure all relevant information is input into the CRM system to ensure correct MI and analysis of performance.
• Ensure all "know your client" (KYC) information is correct and up to date.
• Handhold the client until they are comfortable and ensure that the client is happy with dealing with Investec.

Maintain client relationship for their first year of trading
• In the first year, the principal account relationship will migrate over time from the salesperson to the Dealer and Account Manager. It is important that the salesperson maintains a strong and fluid
relationship with the client and Dealer.
• Assist in the handover of the relationship after the year.

Maintain dialogue with management and correctly utilise CRM at all times.
• Deliver weekly pipeline report to their Team Leader
• Attend weekly Sales Team meeting
• Attend monthly 1 to 1 meeting with their Team Leader
• Attend quarterly 1 to 1 meeting with the Sales Manager
• Attend 1 client meeting a month with their Team Leader
• Attend 1 client meeting a quarter with the Sales Manager

Demonstrate a genuine team player mentality
• 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.

Demonstrate desire to keep learning about the Treasury proposition
• Attend and partake enthusiastically in monthly training sessions to improve product knowledge

Communication and attitude
• To maintain accurate records at all times; specifically, to ensure the
company CRM process is updated accurately and in a timely fashion
• Work with product teams to ensure relationship smooth, product sales are appropriate, and we are getting the right returns
• Build strong internal relationships across product teams, credit and on-boarding
• To represent the company at external networking and other events for the purposes of professionally promoting the company business and profile

Getting the right returns
• Meet or exceed all targets set
• Ensure that the Return on Capital per client exceeds minimum hurdle rates

Core skills and knowledge
• To always act with integrity and embrace the philosophy of treating our customers fairly
• Proven sales experience
• While helpful, no previous FX or banking experience is needed. However, a genuine desire to learn and understand our treasury and hedging products, our sales proposition, the FX markets, and the end-to-end dealing process to ensure you are highly knowledgeable when speaking with clients
• A motivated self-starter, naturally curious and inquisitive
• Highly articulate. Great communication • Confident, proactive and diligent
• Passion for building relationships, excelling in a collaborative, team environment.
• Driven, determined and results oriented.

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

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 to be themselves which helps to drive innovation, creativity and 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.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same - if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the 'Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.