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Treasury consultant (bdm)

Broadgate
Apex Search and Selection Limited
Consultant
£30,000 - £60,000 a year
Posted: 19h ago
Offer description

The role: The ‘Treasury Consultant’ role provides an incredible opportunity for a motivated, ambitious, target driven individual with an exceptional work ethic to take on a sales position, with the chance to progress into either Senior Treasury Management, 360 Dealing or Junior Dealing available to those who make the grade. Whilst the role may be considered entry level, it is a great opportunity to learn not only about the vast array of products at your disposal and where they may be of benefit to clients, but about the financial markets, how to identify areas of improvement in client treasury process and how to manage a full sales and onboarding process. This is an all-consuming role and is more of a life-style and career choice than a stereo-typical 9-5. The role offers uncapped commissions for the lifetime of all successful client relationships – at a market leading rate. Job Requirements: Your key responsibilities include: • Turning up on time every day • Sourcing and identifying leads and key industries/sectors to target • Cold calling to obtain new leads • Managing client onboarding processes • Attending exhibitions and networking events • Arranging and attending both external and internal client meetings • Opening new corporate and private accounts • Preparing and presenting weekly market reports • Conducting analysis on client current providers • Learning Key market moving economic and geo-political data releases • Familiarising yourself with all products and partnership offerings • Understanding the compliance and AML policies/requirements and our counter-parties

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