Job description

  • Location:
  • Department:
    Bank Funding Group - Client Group Funding
  • Division:
    Investec Corporate and Investment Banking
  • Employment Type:
    Full time
  • Salary:

Consultant, Treasury New Client Engagement (5037)

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.

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

Come to Create Something… Our people share a passion for high performance, client focus and an entrepreneurial spirit. Together we encourage a culture of respect, fun and a working environment that encourages extraordinary performance.

Working across all our product specialisms: Corporate FX and Deposits; you will be responsible for delivering our treasury wide new business origination campaigns.

You will be required to perform tasks commensurate with the facilitation of new business across all treasury products via outbound direct calling of potential  Investec customers, direct prospecting / marketing. The role will require you to research, qualify and develop a warm pipeline for Sales Specialists across all products.  This will enable them to focus on the acquisition of new customers to use products and services offered by Investec.

Key Responsibilities:

New Client Engagement

  • Engage with new clients based on a defined target based approach and facilitate well qualified introductions to relevant teams across the TRS
  • Working as part of a team to set agreed deadlines and targets.
  • Fully utilising CRM and working within the set parameters.
  • Gaining a detailed understanding of the Investec group offering.
  • Booking appointments for sales specialists.
  • Identifying appropriate cross selling opportunities to maximise our customers' journey.
  • Monitoring appointments through the ‘sales funnel'.
  • Profiling of data from Omniscope / other sources.
  • Help to create a culture of high performance

Lead Qualification: Ensure leads in CRM system are valid and complete

  • Qualify lead to justify a good understanding of how our value proposition will suit the customer's requirements
  • Research additional information on lead, e.g. current dealing arrangement. Business ownership size and potential wallet share.

Data Cleansing

  • Ensure there are no duplicate leads in CRM system
  • Ensure all leads are allocated to the correct salesperson
  • All records in CRM are up to date and correct 

Research new leads and develop opportunities

  • Research and upload new leads into CRM system
  • Conduct research into lead territories and industry vertical

Sales Support

  • Support the sales team with research and meeting preparation including preparing meeting presentations and packs

Understand and verbalise the Investec value proposition

  • Understand what Investec does and what different divisions do
  • Sell the reason for someone to deal with Investec – understand why Investec are different and articulate that to the potential client.

Generate client meetings for the sales team through cold calling

  • As skills progress, call potential clients with a view to setting up meetings for the Investec sales team
  • Maintain professional office, phone and sales manner

Meet and strive to beat specific KPI's and targets

  • Meet and exceed KPI targets around certain key objectives, e.g. daily calls, leads qualified and appointments generated.

Core skills and knowledge

  • To act with integrity at all times and embrace the philosophy of treating our customers fairly (compulsory)
  • Regulatory Knowledge as applicable to role (compulsory)
  • Detailed knowledge of FX
  • Understanding of Investec credit risk appetite and credit principles
  • Close attention to detail
  • Intelligent and articulate; able to present well both in writing and orally
  • Able to build strong relationships internally and externally
  • Requires a good understanding of all Corporate Bank products

Other attributes that would be helpful, but not essential for the role

  • Sales Experience;
  • Bachelor's Degree in a Business or Sales discipline;
  •  Ability to articulate simply 

Close map
Reading International Business Park, Reading, United Kingdom, RG2 6AA

Meet the recruiter

Lindsay Russell

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