Treasury Sales Specialist

Treasury Sales Specialist focuses on build relationships, follow up enquiries, manage accounts, develop pipeline, or close opportunities according to the role.

What the role involves

• Build relationships, follow up enquiries, manage accounts, develop pipeline, or close opportunities according to the role.
• Keep CRM, records, quotes, targets, or customer information updated and useful.

Skills and requirements

• Experience in a client-facing sales or business development role, ideally within financial services.
• A strong understanding of foreign exchange markets, with experience in pitching FX products and solutions to clients.
• Thinking creatively to identify and convert new business opportunities.
• You bring energy, curiosity, and a genuine interest in understanding clients' needs.

Confirmed role details

• Generate and convert new-to-bank opportunities through campaigns, networking, events and proactive outreach.
• Client Acquisition: Meet prospective clients, understand their treasury needs and onboard them successfully.
• Client Onboarding: Manage the end-to-end onboarding process, including account setup and KYC requirements.
• Relationship Management: Own the client relationship during the first year, transitioning into a broader relationship role over time.

Candidate fit

• commercial awareness, confident communication, follow-through, and resilience with customers or clients

Additional role context

• We are an ambitious, collaborative and high-energy sales team focused on delivering bespoke treasury solutions to corporate clients.
• Our aim is to build long-term relationships by providing exceptional client experiences and connecting businesses to the full breadth of Investec's offering.
• As a Treasury Sales Specialist, you will play a key role in driving new business and expanding our corporate client base. Your responsibilities will include.