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- Tasks: Engage new clients and support sales through research and lead qualification.
- Company: Investec is a high-performance financial services company with a focus on client relationships.
- Benefits: Enjoy a dynamic work culture, potential for remote work, and opportunities for personal growth.
- Why this job: Join a team that values entrepreneurial spirit and offers a chance to make an impact.
- Qualifications: A Bachelor's Degree in Business or Sales is preferred; strong communication skills are essential.
- Other info: This is an entry-level, full-time position with opportunities for career advancement.
The predicted salary is between 28800 - 43200 £ per year.
Investec Reading, England, United Kingdom
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Join to apply for the Treasury Origination Consultant role at Investec
Investec Reading, England, United Kingdom
3 days ago Be among the first 25 applicants
Join to apply for the Treasury Origination Consultant role at Investec
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Come to Create Something… Our people share a passion for high performance; client focus and an entrepreneurial spirit. Together we encourage a culture of respect, fun and a working environment that encourages extraordinary performance.
Working across all our product specialisms: Corproate FX and Deposits; you will be responsible for delivering our treasury wide new business origination campaigns.
You will be required to perform tasks commensurate with the facilitation of new business across all treasury products via outbound direct calling of potential Investec customers, direct prospecting / marketing. The role will require you to research, qualify and develop a warm pipeline for Sales Specialists across all products. This will enable them to focus on the acquisition of new customers to use products and services offered by Investec.
Key responsibilities
New Client Engagement
• Engage with new clients based on a defined target based approach and facilitate well qualified introductions to relevant teams across the TRS
• Working as part of a team to set agreed deadlines and targets.
• Fully utilising CRM and working within the set parameters.
• Gaining a detailed understanding of the Investec group offering.
• Booking appointments for sales specialists.
• Identifying appropriate cross selling opportunities to maximise our customers\’ journey.
• Monitoring appointments through the ‘sales funnel\’.
• Profiling of data from Omniscope / other sources.
• Help to create a culture of high performance
Lead Qualification:
Ensure leads in CMR system are valid and complete
Qualify lead to justify a good understanding of how our value proposition will suit the customer\’s requirements
Research additional information on lead, e.g. current dealing arrangement. Business ownership size and potential wallet share.
Data Cleansing
• Ensure there are no duplicate leads in CRM system
• Ensure all leads are allocated to the correct salesperson
• All records in CRM are up to date and correct
Research new leads and develop opportunities
• Research and upload new leads into CRM system
• Conduct research into lead territories and industry vertical
• Support the sales team with research and meeting preparation including preparing meeting presentations and packs
Understand and verbalise the Investec value proposition
• Understand what Investec does and what different divisions do
• Sell the reason for someone to deal with Investec – understand why Investec are different and articulate that to the potential client.
Generate client meetings for the sales team through cold calling
• As skills progress, call potential clients with a view to setting up meetings for the Investec sales team
• Maintain professional office, phone and sales manner
Meet and strive to beat specific KPI\’s and targets
• Meet and exceed KPI targets around certain key objectives, e.g. daily calls, leads qualified and appointments generated.
Core skills and knowledge
• To act with integrity at all times and embrace the philosophy of treating our customers fairly (compulsory)
• Regulatory Knowledge as applicable to role (compulsory)
• Detailed knowledge of ICS working capital products
• Understanding of Investec credit risk appetite and credit principles
• Close attention to detail
• Intelligent and articulate; able to present well both in writing and orally
• Able to build strong relationships internally and externally
• Requires a good understanding of all Corporate Bank products
Any other attributes that would be helpful, but not essential for the role.
• Bachelor\’s Degree in a Business or Sales discipline
• Ability to articulate simply without using jargon
Seniority level
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Seniority level
Entry level
Employment type
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Employment type
Full-time
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Treasury Origination Consultant employer: Investec
Contact Detail:
Investec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treasury Origination Consultant
✨Tip Number 1
Familiarise yourself with Investec's product offerings, especially in Corporate FX and Deposits. Understanding these products will help you articulate their value proposition effectively during your interactions with potential clients.
✨Tip Number 2
Practice your cold calling skills to ensure you can confidently engage with new clients. Role-playing scenarios with a friend or mentor can help you refine your approach and improve your ability to set appointments for the sales team.
✨Tip Number 3
Utilise LinkedIn and other professional networks to research potential leads and gather insights about their business needs. This information will be invaluable when qualifying leads and making your pitch more relevant.
✨Tip Number 4
Set personal KPIs for yourself that mirror those of the role, such as daily calls made or leads qualified. This will not only prepare you for the expectations of the job but also demonstrate your commitment to high performance during the interview process.
We think you need these skills to ace Treasury Origination Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Treasury Origination Consultant position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the role. Emphasise any previous experience in sales, client engagement, or financial services, as well as your ability to meet KPIs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Investec that resonate with you and explain how your background makes you a great fit for their team.
Showcase Your Research Skills: In your application, demonstrate your research capabilities by mentioning how you would approach understanding Investec's value proposition and the importance of lead qualification. This will show your proactive attitude and readiness for the role.
How to prepare for a job interview at Investec
✨Understand Investec's Value Proposition
Before the interview, make sure you have a solid grasp of what Investec offers and how it differentiates itself from competitors. Be prepared to articulate this clearly, as demonstrating your understanding will show your genuine interest in the role.
✨Prepare for Cold Calling Scenarios
Since the role involves cold calling potential clients, practice your pitch. Think about how you would introduce yourself and the company, and how you would handle common objections. This will help you feel more confident during the interview.
✨Familiarise Yourself with CRM Systems
As the position requires working with CRM systems, brush up on your knowledge of these tools. If you have experience with specific systems, be ready to discuss how you've used them effectively in past roles.
✨Showcase Your Teamwork Skills
The job involves working closely with sales specialists and other team members. Be prepared to share examples of how you've successfully collaborated in the past, highlighting your ability to meet deadlines and targets as part of a team.