Investec - Where Out of the Ordinary Happens
At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.
Treasury Sales Specialist
Investec - Where Out of the Ordinary Happens
At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.
About the team:
You'll join the Treasury Risk Solutions team within the Private Companies Group, a dynamic and growth-focused area of the bank.
We are an ambitious, collaborative and high-energy sales team focused on delivering bespoke treasury solutions to corporate clients. Our aim is to build long-term relationships by providing exceptional client experiences and connecting businesses to the full breadth of Investec's offering.
What will I be doing?
As a Treasury Sales Specialist, you will play a key role in driving new business and expanding our corporate client base. Your responsibilities will include:
Business Development: Generate and convert new-to-bank opportunities through campaigns, networking, events and proactive outreach
Client Acquisition: Meet prospective clients, understand their treasury needs and onboard them successfully
Client Onboarding: Manage the end-to-end onboarding process, including account setup and KYC requirements
Relationship Management: Own the client relationship during the first year, transitioning into a broader relationship role over time
Collaboration: Work closely with trading, marketing, compliance and product teams to deliver client solutions
Pipeline Management: Maintain accurate CRM records, deliver weekly reporting and actively manage your sales pipeline
Team Contribution: Support colleagues, build strong internal relationships and champion the “One Bank” approach
What do I need to bring?
Mandatory requirements:
Experience in a client-facing sales or business development role, ideally within financial services
A strong understanding of foreign exchange markets, with experience in pitching FX products and solutions to clients
I am good at:
Building strong relationships and influencing stakeholders
Communicating complex ideas in a clear and engaging way
Managing multiple priorities with strong organisation and attention to detail
Thinking creatively to identify and convert new business opportunities
Working collaboratively within a high-performing team environment
What would make you Out of the Ordinary?
You are articulate, driven and highly motivated to succeed
You bring energy, curiosity, and a genuine interest in understanding clients' needs
You enjoy working in a fast-paced, entrepreneurial environment
You are personable, collaborative and thrive as part of a team
You demonstrate pride in your work and a commitment to continuous learning
As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.
Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. You can find a list of our benefits here
Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.
We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.
If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for. Get in touch!
At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.
Be part of something Out of the Ordinary.
Recite Me
We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.
The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.
If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at
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