Job description

  • Location:
  • Department:
    Private Companies
  • Division:
    IBP Private Companies Group
  • Employment Type:
    Full time
  • Salary:

Treasury Origination- entry level sales (9968)

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.

Are you interested in a career in Treasury Product Sales?

Are you interested in joining a strategic sales team geared around foreign exchange risk solutions?

Are you good at building relationships with finance leaders in fast growing companies?


What is the purpose of the role?

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

growth plan. The team will be responsible for identifying and making first contact new-to bank companies in the UK. Theteam members, made up of a mix of banking, non-banking, sales, and non-sales



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.


What are the 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'.

• 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

• 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.

• 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.


What core skills and knowledge are we looking for?

• Able to build strong relationships internally and externally

• Requires a good understanding of all Corporate Bank products

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 Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance


Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection


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. 

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

Meet the recruiter

Charmaine Bannerman


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.

Share this page
Share with linkedin
Share with facebook
Share with twitter
Share with email
Job Alerts
Create an alert subscription based on this Job


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