At a Glance
- Tasks: Drive sales, manage client onboarding, and analyse market trends in a dynamic environment.
- Company: Join a leading financial firm with a focus on growth and innovation.
- Benefits: Uncapped commissions, career progression, and a vibrant work culture.
- Why this job: Kickstart your career in finance and make a real impact while earning great rewards.
- Qualifications: Motivated individuals with a strong work ethic and a passion for sales.
- Other info: This role is more than a job; it's a lifestyle choice for ambitious go-getters.
The ‘Treasury Consultant’ 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.
Whilst the role may be considered entry level, it is a great opportunity to learn not only about the vast array of products at your disposal and where they may be of benefit to clients, but 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.
Job Requirements:
- 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 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 London
✨Tip Number 1
Get to know the company inside out! Research their products, values, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Networking is key! Attend industry events and exhibitions to meet potential colleagues and clients. Don’t be shy – introduce yourself and make connections that could lead to opportunities down the line.
✨Tip Number 3
Practice your pitch! Whether it’s cold calling or meeting clients, having a clear and confident way to present yourself and your ideas can make all the difference. Role-play with friends or family to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Treasury Consultant (BDM) in London
Some tips for your application 🫡
Read the Job Description Thoroughly: Before you even think about applying, make sure you’ve read through the entire job description. It’s packed with info about what we’re looking for and can help you tailor your application to show us you’re the perfect fit!
Show Off Your Motivation: We want to see your ambition shine through! In your application, highlight your motivation and work ethic. Let us know why you’re excited about the Treasury Consultant role and how you plan to make an impact.
Tailor Your CV and Cover Letter: Don’t just send a generic CV! Make sure to customise your CV and cover letter to reflect the skills and experiences that align with the responsibilities listed in the job description. We love seeing how you connect your background to what we do!
Apply Through Our Website: When you’re ready to hit that apply button, make sure you do it through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Apex Search and Selection Limited
✨Know Your Stuff
Before the interview, dive deep into understanding the financial markets and the products you'll be dealing with. Familiarise yourself with key economic indicators and how they impact treasury processes. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Show Off Your Sales Skills
Since this is a sales position, be ready to demonstrate your sales acumen. Prepare examples of how you've successfully sourced leads or closed deals in the past. If you don’t have direct experience, think about transferable skills from other roles where you’ve had to persuade or negotiate.
✨Be Ready to Network
Networking is a big part of this role, so come prepared with questions about their networking strategies. You might even want to mention any relevant events you've attended or connections you've made in the industry. This shows that you’re proactive and understand the importance of building relationships.
✨Embrace the Lifestyle
This role is described as more of a lifestyle choice than a typical 9-5 job. Be prepared to discuss your work ethic and how you manage your time. Share examples of how you’ve balanced demanding roles in the past, and express your enthusiasm for a career that requires dedication and commitment.