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- Tasks: Identify leads, manage client onboarding, and present market reports.
- Company: Global treasury management firm with a strong internal culture.
- Benefits: Uncapped commission, career progression, and exposure to diverse financial products.
- Other info: Dynamic role in the heart of London with networking events.
- Why this job: Launch your career in treasury with real impact and growth opportunities.
- Qualifications: Motivated individuals with a strong work ethic and ambition.
The predicted salary is between 40000 - 50000 £ 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.
Benefits
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 in London employer: Fintech-Rec Group
Contact Detail:
Fintech-Rec Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treasury Consultant in London
✨Tip Number 1
Get to know the company inside out! Research their products, services, and culture. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Attend industry events, connect with current employees on LinkedIn, and don’t be shy about reaching out for informational chats. Building relationships can open doors that applications alone can't.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to treasury consulting. Think about how you can demonstrate your sales skills and understanding of financial markets during the chat.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about joining our awesome team.
We think you need these skills to ace Treasury Consultant in London
Some tips for your application 🫡
Show Your Passion for Treasury: When writing your application, let your enthusiasm for the treasury field shine through. We want to see that you’re not just looking for any job, but that you’re genuinely excited about building a career in treasury and financial markets.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the Treasury Consultant role. Highlight relevant experiences and skills that align with the job description. We love seeing how your background fits into our people-led, growth-focused culture!
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon unless it’s relevant. We appreciate when candidates can communicate effectively, as this is key in a sales-focused position like this one.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details 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 Fintech-Rec Group
✨Know Your Treasury Basics
Before the interview, brush up on your knowledge of treasury management and financial products. Understand key concepts like multi-currency banking, foreign exchange execution, and risk management. This will show your potential employer that you're serious about the role and have a genuine interest in the field.
✨Demonstrate Your Sales Skills
Since this role is sales-focused, be prepared to discuss your previous sales experiences. Think of specific examples where you successfully identified leads or closed deals. Highlight your target-driven mindset and how you can contribute to the company's growth.
✨Showcase Your Problem-Solving Abilities
The job involves identifying inefficiencies in client treasury processes. Prepare to discuss how you've tackled similar challenges in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate your analytical skills.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, progression routes, or how they measure success in the role. This not only shows your interest but also helps you determine if the company aligns with your career goals.