At a Glance
- Tasks: Identify leads, manage client onboarding, and analyse financial products.
- Company: Global treasury management firm with a strong internal culture.
- Benefits: Uncapped commission, career progression, and exposure to diverse financial markets.
- Other info: Dynamic role in the heart of London with networking events and market insights.
- Why this job: Kickstart your career in finance with real impact and growth opportunities.
- Qualifications: Motivated individuals with a strong work ethic and ambition.
The predicted salary is between 36000 - 60000 € per year.
About the business
The business is a global treasury management solution providing institutional, corporate and private clients with access to a full suite of products through both traditional and digital methods. The model combines a high touch concierge service with tier one product access. Through regulated counterparties, services include multi currency banking, foreign exchange execution and risk management, crypto processing, secured lending and card issuance. The business is people led, growth focused and driven by a strong internal culture. Employees are encouraged to work hard, develop quickly and build long term careers within treasury and financial markets. The office is based in the City of London within walking distance of Fenchurch Street, Tower Hill, Cannon Street, Liverpool Street, Monument, Bank and London Bridge.
Requirements
The Treasury Consultant role offers an opportunity for a motivated, ambitious and target driven individual with a strong work ethic to enter a sales focused treasury position, with clear progression routes into senior treasury management, 360 dealing or junior dealing for high performers. While often viewed as entry level, the role provides exposure to a broad range of financial products, market knowledge and client solutions. You will learn how to identify inefficiencies in client treasury processes, understand financial markets and manage the full sales and onboarding lifecycle. This is a demanding role that suits individuals who see treasury as a long term career rather than a standard 9 to 5 position. The role offers uncapped commission for the lifetime of client relationships at a market leading rate.
Key responsibilities:
- Turning up on time every day
- Sourcing and identifying leads across key industries and sectors
- Cold calling to generate new business opportunities
- Managing full client onboarding processes
- Attending exhibitions and networking events
- Arranging and attending internal and external client meetings
- Opening new corporate and private client accounts
- Preparing and presenting weekly market reports
- Analysing clients existing providers and arrangements
- Learning key market moving economic and geopolitical data releases
- Developing a strong understanding of all products and partner offerings
- Understanding and adhering to compliance and AML requirements set by the business and its counterparties
Treasury Consultant employer: Fintech-Rec Group Ltd
As a Treasury Consultant at our global treasury management firm in the heart of London, you will thrive in a dynamic and supportive environment that prioritises employee growth and development. Our people-led culture fosters ambition and hard work, offering clear progression routes into senior roles while providing access to a diverse range of financial products and market insights. With uncapped commission opportunities and a focus on building long-term client relationships, this role is perfect for those seeking a rewarding career in treasury and financial markets.
StudySmarter Expert Advice🤫
We think this is how you could land Treasury Consultant
✨Tip Number 1
Network like a pro! Attend industry events and exhibitions to meet potential clients and other professionals. Don’t be shy; introduce yourself and share your passion for treasury management.
✨Tip Number 2
Cold calling might sound daunting, but it’s a game changer! Prepare a solid pitch and practice it. Remember, every call is a chance to learn and improve your approach.
✨Tip Number 3
Stay on top of market trends and economic data. This knowledge will not only impress clients but also help you identify their needs better. Be the go-to expert they can rely on!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed and show us you’re serious about joining our team. We’re excited to see what you bring to the table!
We think you need these skills to ace Treasury Consultant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Treasury Consultant role. Highlight any relevant experience in sales, client management, or financial products. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about treasury and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Ambition:We’re looking for motivated individuals, so don’t be shy about showcasing your ambition in your application. Share your career goals and how you see yourself growing within our company. We’re all about long-term careers!
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Fintech-Rec Group Ltd
✨Know Your Treasury Basics
Before the interview, brush up on your knowledge of treasury management and financial products. Understand key concepts like foreign exchange execution and risk management, as these will likely come up in conversation. Showing that you have a solid grasp of the fundamentals will impress your interviewers.
✨Demonstrate Your Sales Skills
Since this role is sales-focused, be prepared to discuss your previous sales experiences. Think of specific examples where you've successfully identified leads or closed deals. Highlighting your target-driven mindset and ability to manage client relationships will show that you're a great fit for the position.
✨Prepare Questions About Company Culture
The business prides itself on a strong internal culture, so come ready with questions about team dynamics and growth opportunities. This not only shows your interest in the company but also helps you gauge if it’s the right environment for you. Ask about how they support employee development and career progression.
✨Stay Updated on Market Trends
Familiarise yourself with current economic and geopolitical events that could impact the treasury sector. Being able to discuss recent market trends or data releases during your interview will demonstrate your proactive approach and genuine interest in the field, making you stand out as a candidate.
