Job description

  • Location:
    London - 30 Gresham Street
  • Department:
    Private Companies
  • Division:
    IBP Private Companies Group
  • Employment Type:
    Full time
  • Salary:

Treasury Sales (6199)

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.

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!

Description of role and key  responsibilities

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.
About Investec
The Role
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.
Investec 2016
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.
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
 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 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
 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
 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
 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

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 act with integrity at all times and embrace the philosophy of
treating our customers fairly (compulsory)
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 

Any other attributes that
would be helpful, but not
essential for the role. 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
 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.
Hours and Experience
As a client facing role in a regulated environment it needs to be office based,
but we can be flexible with your working hours, and we can be flexible to
adapt with your ideal working situation over time. As a results driven
business, we believe in letting your results and performance do the talking.
No product specific or banking experience required. We are looking for a
passion for sales, communication skills, an innate desire to learn, and the curiosity to succeed






Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Lindsay Russell


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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