Job description

Location:
Guernsey
Department:
Corporate Client Services (CI)
Division:
Guernsey
Employment Type:
Full time
Salary:
Competitive

Corporate Client Services Officer Fixed Term (11756)

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.

Role: Corporate Client Services Officer

Description of the role and key responsibilities:

The role:

We are looking to recruit an organised individual with a growth mindset to join our Guernsey based team of experienced Client Services staff who are key in supporting the business to achieve its continued delivery of excellent client service to our Financial Intermediary clients with their day-to-day banking requirements.

The successful candidate will be inquisitive, innovative, and keen to learn new skills to expand their existing knowledge base in order to deliver an exceptional client experience in both general Banking and execution only Custody services.

They will also have the ability to challenge processes and procedures then suggest and help implement improvements, whilst maintaining controls.

How to be successful in this role:

As an enthusiastic client service professional in the financial services industry, you will have excellent organisational skills with a can-do attitude and proactive approach to supporting the bank's existing clients and ensuring a high level of client satisfaction.

You'll have a clear focus on providing a client centric and value add service to the bank's clients with a willingness to support the bank's business development team in the acquisition of new business and promoting the bank's services.

You'll be a process-oriented individual who works to safeguard the bank, it's reputation, assets and interests of our stakeholders by identifying and managing potential threats or risks to our ongoing operation.

You'll be bringing a good understanding of payment, foreign exchange, securities and fixed deposit processes, together with the surrounding regulatory environment and compliance landscape. You'll be highly reliable and able to perform under pressure – and it's essential you have the ability to learn fast and pick up new processes quickly.

Core responsibilities include:

Day to day support of the Bank's Financial Intermediary clients including:-

Preparation and approval of custody instructions from Intermediary clients. A full understanding of custody dealing, including equities, bonds and mutual funds/unit trusts is required.
Maintenance of the business's Financial Intermediary Online Users and supporting clients utilising our online banking services.
Preparation and approval of manual, fax and online payments, plus foreign exchange transactions.
Fixed deposit monitoring and action.
Supporting the Business Developers with client engagement and entertainment, as required.
To assist with ongoing service reviews, monitoring output to identify trends, training needs or successes, then feeding information back to the relevant business head to address.
Handling daily telephone and email queries from clients.
Client communication by email, mail and telephone.
Opening of additional sub-accounts for existing clients.
Ensuring client records are kept up to date e.g. addresses for correspondence, authorised signatory lists, change of Trustees and Administrators etc.
To carry out ad hoc tasks and to own related projects as required from time to time, including input and support to any projects initiated by regulatory changes.
Identify trends in relation to flow of deposits from the Financial Intermediaries client base into/out of the Bank and highlight to the relevant member of the business development team.
To continue to drive ideas to be constantly improving the delivery of client services to our clients.

Essential Criteria:

Working with other teams within the Bank:-

Promoting the Bank's online and corporate swift capability to increase usage by clients (payments, view and reporting)
Supporting the roll-out of enhancements and updates
Identifying process or product enhancement opportunities from internal and external client feedback
Providing input on design and testing support for new online banking releases
Assist the Operations teams with relevant queries and provide input and/or support for projects
Inter-team/group referrals – identifying sales opportunities for other areas of the Bank within the IBCI Financial Intermediary client base and passing to the relevant department.

Core Skills and Knowledge:

Core Skills

Highly developed inter-personal and communication skills
Collaboration/Team focus
Gathering information and finding solutions
Planning and organisation skills
Ability to operate independently and escalate appropriately with confidence
Strong influencing skills which result in winning the buy-in of the Leadership Team and colleagues
Solution finder

Knowledge

Knowledge/awareness of the Financial Intermediaries market in Guernsey, Jersey, IOM and Geneva
Excellent knowledge and understanding of Custody
Good understanding of banking and payment systems
Good understanding of the account opening, CDD and risk review/assessment processes

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.