Job description

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

Treasury Sales Specialist (9876)

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.

What is the purpose of the role?

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 new to-bank clients for our Corporate Treasury business.

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. 

What are the main responsibilities?

Primarily focused on identifying and converting clients seeking treasury solutions

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. 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.


  • 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
  • Proactivity and passion to develop these client relationships within the team and across the wider bank
  • 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.
  • 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 quantity.
  • 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 date.
  • Ensure correct MI and analysis of performance.
  • Ensure all “know your client” (KYC) information is correct and up to date.
  • 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 times.
Deliver weekly pipeline report to their Team Leader

  • 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

What core skills and knowledge are we looking for?

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.
Demonstrate a genuine team player mentality:

We are looking for proven sales experience, energetic personality and the enthusiasm to develop meaningful client relationships.
Build strong internal relationships with dealers, credit officers, compliance and AML officers.
Communication & attitude:
Work with product teams to ensure relationship smooth, product sales are appropriate and we are getting the right returns
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 profile Getting the right returns:

Do you have a combination of these skills or characteristics?

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
  • Passion for building relationships
  • Drive and determination
  • Results oriented
  • Someone who can question and challenge our own assumptions, and can bring their own ideas to the table.

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.

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. 

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

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.

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