Treasury Consultant

Job Description: Treasury Consultant (BDM)

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.

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.

• 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