Job description

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

Consultant, Treasury Origination (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!

The Corporate Treasury Business in the Private Companies Group at Investec has set up a new dedicated origination team in 2022. The team is an essential driver for Investec's ambitious growth plan. The team will be responsible for identifying and making first contact to new to bank companies in the UK.

The six new team members, made up of a mix of banking, non-banking, sales and non-sales backgrounds were asked to prepare a Job description for the role to give as insightful a description of the opportunity as possible.

Below is the role as described by the team;


Join a strategic sales team geared around identifying companies that will benefit from using our Treasury Risk Management Team.   As part of a strong growth plan for the Private Companies Client Group you will be actively engaging and   connecting with business owners and Finance Directors to  consult with them on their company's needs from a risk management perspective. Investec is an agile, entrepreneurial bank, with a rich history and culture. We work with some of the most exciting fast-growing companies in the UK and make it our mission to find clients who will benefit from  our high touch approach to banking. This is a client facing role where you will promote the brand and its values and act as an ambassador for the Corporate Treasury team

Your Day to Day Role

  • Creating and managing your own funnel of leads from initial engagement through to booking meetings.
  • Staying up to date on market trends to ensure prospects are well informed
  • Being able to explain how current events can move the market and why that matters to businesses in a simple and efficient manner.
  • Working closely within the sales team to originate leads across a range of different sectors. You will be responsible for first contact all the way through to booking meetings with the sales team.

Reap what you sew in rewards & benefits

Investec is built around a flat structure you will be working in a culture where everyone in the department is willing to give you some time if you need/want to learn more about certain aspects of the job. The job requires a high level of autonomy. We aim for you to be independent in the work with your lead generation, research and reaching out to clients as this really is the bedrock of the role and the foundation for your success.

Career development and growth

Break into the finance industry with a fantastic opportunity within the bank, with comprehensive training and clear growth into a diverse range of roles. Investec prides itself on seeing its employees as individuals and empowering them to reach their full potential. A finance background is preferred but not required – only an open mind and an eagerness for continued learning. The role offers a clear path for enrichment and long-term development in all facets of a high-paced sales environment. You will be joining a diverse team of individuals with keen drive and passion for creating new business opportunities. Thus, being well equipped with the professional tools and environment to really accelerate your career goals. Previous members of the origination team have gone on to advance their career by joining the sales team, dealing team, so advancement is a real possibility for those willing to put in the time and effort.






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

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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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance