Treasury Sales Consultant

Description:

• Client Acquisition & Relationship Management: Develop, maintain, and strengthen relationships with direct clients and key introducers to ensure long-term engagement and retention.
• Sales & Business Development: Actively prospect, canvass, and execute strategies to acquire new business, including corporate and direct clients. Achieve and exceed sales targets.
• Market & Competitor Analysis: Track industry trends and competitor activity to refine sales strategies and identify opportunities.
• Onboarding & Compliance: Ensure adherence to internal processes and regulatory requirements while maintaining accurate and up-to-date client records.
• Training & Knowledge Sharing: Participate in training programmes and contribute to knowledge-sharing initiatives across the organisation.
• Stakeholder Engagement: Represent the organisation at industry events, strengthen key relationships, and identify new business opportunities.
• Sales Reporting & Analysis: Use CRM tools to track performance, monitor pipelines, and report progress to support strategy refinement.

Requirements:

• Proven track record in sales, ideally within financial services, treasury solutions, or related sectors
• Experience working with corporate clients, direct clients, and key introducers
• Relevant financial or business qualification (advantageous)
• Excellent relationship management and client service skills
• Ability to work independently and proactively generate new business
• Strong communication, negotiation, and presentation abilities
• Knowledge of treasury solutions and financial markets (beneficial)

What We Offer

• Tailored staff financial wellness benefits
• Access to an employee wellness provider
• Professional development and growth opportunities
• A strong, supportive organisational culture

Please note only candidates that meet the minimum requirements will be considered.

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