Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Engage in 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 ‘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 process and how to manage a full sales and onboarding process. This is an all-consuming role and is more of a life-style and career choice than a stereo-typical 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 counter-parties
Treasury Consultant (BDM) 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)
✨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 the team.
✨Tip Number 2
Network like a pro! Attend industry events and exhibitions to meet potential clients and colleagues. 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 presenting to clients, being confident and clear is key. Role-play with friends or family to get comfortable with your delivery and anticipate questions.
✨Tip Number 4
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)
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 Application: Don’t just send a generic CV and cover letter! We love it when applicants take the time to tailor their documents to the Treasury Consultant role. Mention specific skills or experiences that relate directly to the responsibilities listed in the job description.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant to the role, and make sure to proofread for any typos!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining the StudySmarter 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 and services the company offers. This will not only help you answer questions confidently but also show your genuine interest in the role and how you can benefit clients.
✨Demonstrate Your Sales Skills
Prepare to discuss your previous sales experiences or any relevant skills that showcase your ability to source leads and manage client relationships. Use specific examples to illustrate how you've successfully navigated similar situations in the past.
✨Stay Updated on Market Trends
Research current financial market trends and recent economic data releases. Being able to discuss these topics during your interview will demonstrate your proactive approach and understanding of the industry, which is crucial for a Treasury Consultant.
✨Show Enthusiasm for Networking
Since attending exhibitions and networking events is part of the role, express your enthusiasm for building relationships. Share any past experiences where you successfully networked or built rapport with clients, as this will highlight your suitability for the position.
