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.

Team Description

The FX Dealing team sits within the Risk Solutions Group, providing spot, forward, NDF, and options-based FX solutions to corporate clients. In addition, the desk equips clients to manage cash flows more effectively via the iX platform, including Investec currency accounts and a comprehensive payments capability. The team helps mitigate FX risk and support third-party payments, working closely with Trading, Sales, Structuring, and Credit, as well as other internal teams.

Role Description & Key Responsibilities

This is an exciting opportunity to join a dynamic, client-focused dealing team within Treasury Risk Solutions. The Junior Dealer will support senior dealers, sales colleagues, and the leadership team in delivering excellent client service, helping to drive revenue growth, and ensuring operational integrity across the desk.
This is a development role with exposure to FX markets, client relationship management, and the operational processes underpinning the dealing desk.

Revenue Growth

• Support the FX Dealing Desk with phone coverage, booking FX spot, forward, and NDF tickets, and managing FX options expiries.
• Assist the desk by reaching out to clients with bespoke market updates.
• Help identify One Investec cross-sell opportunities.
• Build and manage your own portfolio of transactional FX clients, sourced from lapsed-client lists.
• Help drive payment-revenue growth and increase iX platform usage across the desk.

Client Experience

• Provide portfolio coverage for FX dealers who are off the desk or on holiday to ensure service levels are maintained.
• Support client-event management, including hosting, managing and tracking RSVPs, logistics etc.
• Run proactive client-gifting campaigns (Easter, Christmas, anniversaries, birthdays, etc.)
• Assist with planning and coordination of regional events (e.g., Scotland, Northern Ireland).
• Work closely with Trade Support, Payments, and Client Services teams to ensure swift settlements and solutions to any post-trade issues.

Desk Management Support

• Provide business-analyst support, including MI analysis and CRM data integrity, working closely with Sales Ops and Analytics teams.
• Assist in preparing presentations for quarterly updates and dealer offsites (themes, analysis, slides, bookings).

Operational Integrity

• Help the desk conduct excess-collateral outreaches.
• Manage market-order confirmations, forward-points adjustments, and order-book integrity.
• Contribute to system and operational improvements across Hera, Chi, Athena, etc.
• Work with the desk head and the TRS Business Manager to support automation initiatives across the business (risk-matrix adherence, CASS rules adherence, ad-hoc projects).

Core Skills & Knowledge

• Proven client-facing sales experience and passion for FX markets
• A genuine desire to learn and understand our various treasury and hedging products, our sales proposition, and the end-to-end dealing process
• A motivated self-starter
• Highly articulate with excellent communication skills
• Confident, proactive and diligent
• Passion for building relationships
• Drive and determination
• Results-oriented
• Naturally curious and inquisitive
• Respectful to others and themselves
• Collaborative team player
• Acts with integrity and embraces the philosophy of treating customers fairly (compulsory)

Additional Attributes (Helpful but Not Essential)

• Articulate, driven and tenacious with FX sales experience
• Proactive, well-organised, and meticulous attention to detail
• Ability to help produce insightful sales data analysis and presentations
• Creative thinker
• Empathetic and curious in client interactions
• Personable, gregarious, and enthusiastic with a spark in your personality

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.