Treasury Sales Specialist

Investec – Where Out of the Ordinary Happens

At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

Treasury Sales Specialist

Investec – Where Out of the Ordinary Happens

At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

About the team:

You'll join the Treasury Risk Solutions team within the Private Companies Group, a dynamic and growth-focused area of the bank.

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.

What will I be doing?

• 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:
• Business Development: 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
• Collaboration: Work closely with trading, marketing, compliance and product teams to deliver client solutions
• Pipeline Management: Maintain accurate CRM records, deliver weekly reporting and actively manage your sales pipeline
• Team Contribution: Support colleagues, build strong internal relationships and champion the “One Bank” approach

What do I need to bring?

Mandatory 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

I am good at:

• Building strong relationships and influencing stakeholders
• Communicating complex ideas in a clear and engaging way
• Managing multiple priorities with strong organisation and attention to detail
• Thinking creatively to identify and convert new business opportunities
• Working collaboratively within a high-performing team environment

What would make you Out of the Ordinary?

• You are articulate, driven and highly motivated to succeed
• You bring energy, curiosity, and a genuine interest in understanding clients' needs
• You enjoy working in a fast-paced, entrepreneurial environment
• You are personable, collaborative and thrive as part of a team
• You demonstrate pride in your work and a commitment to continuous learning

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

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. You can find a list of our benefits

Embedded in our culture is a sense of belonging and inclusion. 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. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for. Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

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