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- Tasks: Drive sales, manage client onboarding, and analyse market trends.
- Company: Dynamic financial services firm with a focus on growth and innovation.
- Benefits: Uncapped commissions, career progression opportunities, and a vibrant work culture.
- Why this job: Kickstart your career in finance and make a real impact in the industry.
- Qualifications: Motivated individuals with a strong work ethic and a passion for sales.
- Other info: Fast-paced environment with endless learning and networking opportunities.
The predicted salary is between 36000 - 60000 £ per year.
The role provides an incredible opportunity for a motivated, ambitious, target driven individual with an exceptional work ethic to take on a sales position, with the chance to progress into either Senior Treasury Management, 360 Dealing or Junior Dealing available to those who make the grade. While the role may be considered entry level, it is a great opportunity to learn about the vast array of products at your disposal and where they may be of benefit to clients, as well as about the financial markets, how to identify areas of improvement in client treasury processes and how to manage a full sales and onboarding process. This is an all-consuming role and is more of a lifestyle and career choice than a stereotypical 9-5. The role offers uncapped commissions for the lifetime of all successful client relationships - at a market leading rate.
Responsibilities:
- Turning up on time every day
- Sourcing and identifying leads and key industries/sectors to target
- Cold calling to obtain new leads
- Managing client onboarding processes
- Attending exhibitions and networking events
- Arranging and attending both external and internal client meetings
- Opening new corporate and private accounts
- Preparing and presenting weekly market reports
- Conducting analysis on client current providers
- Learning key market moving economic and geo-political data releases
- Familiarising yourself with all products and partnership offerings
- Understanding the compliance and AML policies/requirements and our counterparties
Treasury Consultant (BDM) in City of London employer: Apex Search and Selection Limited
Contact Detail:
Apex Search and Selection Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treasury Consultant (BDM) in City of London
✨Tip Number 1
Get your networking game on! Attend industry events and exhibitions to meet potential clients and other professionals. We can’t stress enough how important it is to build those connections – you never know who might lead you to your next big opportunity!
✨Tip Number 2
Practice your cold calling skills! This role is all about reaching out and making connections, so don’t shy away from picking up the phone. We suggest role-playing with a friend or colleague to boost your confidence before diving in.
✨Tip Number 3
Stay informed about market trends and economic data. The more you know, the better you can engage with clients and showcase your expertise. We recommend setting aside time each week to read up on financial news and reports.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team. Don’t miss out on this fantastic opportunity!
We think you need these skills to ace Treasury Consultant (BDM) in City of London
Some tips for your application 🫡
Show Your Motivation: We want to see your drive and ambition shine through in your application. Make sure to highlight any experiences that demonstrate your work ethic and eagerness to learn about the financial markets.
Tailor Your CV: Don’t just send out a generic CV! We love it when applicants customise their CVs to reflect the skills and experiences that align with the Treasury Consultant role. Focus on relevant sales experience and any knowledge of treasury processes.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for this role. Be sure to express your enthusiasm for the position and how you can contribute to our team. Keep it concise but impactful!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Apex Search and Selection Limited
✨Know Your Products Inside Out
Before the interview, make sure you’re familiar with the range of products the company offers. This role is all about understanding how these products can benefit clients, so being able to discuss them confidently will show your enthusiasm and preparedness.
✨Master the Art of Cold Calling
Since cold calling is a key part of this role, practice your pitch beforehand. Think about how you would introduce yourself and the company, and how you’d engage potential clients. A mock call with a friend can help you refine your approach.
✨Show Off Your Analytical Skills
Be ready to discuss how you would conduct analysis on client providers and market trends. Prepare examples from your past experiences where you’ve successfully identified areas for improvement or made data-driven decisions.
✨Demonstrate Your Work Ethic
This role requires a strong work ethic and commitment. Be prepared to share examples of times when you’ve gone above and beyond in previous roles or projects. Highlighting your dedication will resonate well with the interviewers.
