Treasury Sales Specialist

4 weeks ago

London, United Kingdom Investec Full time

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.

What is the purpose of the 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 newto-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.

The way in which we differentiate is through our people; all coming together to deliver on a common purpose. By hiring the right people, we can ensure that the service we give our clients is extraordinary and memorable; refreshingly human, personable, fun. 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 an overall 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 thisprocess. 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 principle account relationship will migrate over time from the sales person 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 & 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: 

Do you have a combination of these skills or characteristics?

 Proven sales experience While helpful, no previous FX or banking experience is needed. However, 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 to ensure you are highly knowledgeable when speaking with clients A motivated self-starter Highly articulate. Great communication 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

What would make you Out of The Ordinary?

 You are articulate, driven and tenacious. You are well organised and have meticulous attention to detail. You have an ability to think creatively and an empathy and curiosity to understand and connect with our clients. You are personable, gregarious and enjoy collaborating in a team. You are passionate about learning. You work with pride, passion, enthusiasm and have a spark in your personality

We don't just want any old personality though, we want your unique personality. We passionately believe in a diverse team, as diverse as the people and clients we speak to. A range of backgrounds and personalities from all walks of life. People who can question and challenge our own assumptions, and can bring their own ideas to the table. A team who share a common goal and purpose, and don't discriminate on the basis of race, religion, colour, gender, age or disability.

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.

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