Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Are you someone who thrives on precision, enjoys working with people, and has a strong foundation in private banking? Do you take pride in delivering exceptional service and navigating complex regulatory environments with confidence and care?

We're looking for a Client Services Specialist to join our team—a role that sits at the intersection of client experience, operational excellence, and regulatory integrity. If you're ready to bring your expertise to a collaborative and forward-thinking environment, we'd love to hear from you.

What will your day look like?

You'll be leading the client onboarding journey—from initial due diligence to account opening and beyond. Whether it's managing multi-currency portfolios, advising colleagues on Swiss banking requirements, or ensuring data accuracy across our systems, your work will be essential to building trust and delivering a seamless client experience.

You'll also play a key role in handling client tax documentation (FATCA, CRS, QI), supporting regulatory communications, and processing a variety of client transactions. Are you someone who enjoys variety in your work and thrives in a role where no two days are quite the same?

Core Skills & Knowledge

We're looking for someone who brings a blend of technical expertise and personal qualities that support a high-performing, client-focused environment:

Technical

• Solid experience in private banking, especially in client onboarding and account management for individual, corporate, and trust clients
• Strong understanding of Swiss and international financial regulations
• Proven knowledge of FATCA, CRS/AEOI, QI, and CDB 20 requirements
• Familiarity with AML regulations and related compliance frameworks
• Proficiency in Microsoft Office and banking systems (CRM, onboarding, archiving)
• Interest in systems testing and process improvement

Personal

• Meticulous attention to detail and a structured, organised approach
• Strong communication and interpersonal skills, with a diplomatic and collaborative mindset
• Ability to work independently while contributing to a team
• Comfortable managing multiple priorities and adapting to change
• Fluent in English (spoken and written); German is a plus. Other languages are welcome

Note: CVs and data will be managed, processed, and stored in the UK. By applying, you, as the candidate, agree to this.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

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.

Here is a selection of what we offer;

Wellbeing

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme 

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. 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.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

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 [email protected] who will be happy to assist.