Job description

  • Location:
    London - 30 Gresham Street
  • Department:
    Intermediary Services Team
  • Division:
    IBP Private Client
  • Employment Type:
    Full time
  • Salary:

Credit Consultant - Intermediary Team (6503)

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.

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!

Team Description

At Investec, our clients' aspirations really matter. We are an international banking and wealth management business with a refreshingly human approach. We provide high net worth individuals with financial solutions and expert advice that aim to meet – and exceed – expectations.

Our suite of services includes:

Private Banking

At the heart of our service is our dedicated private bankers, who can collaborate with Investec's network of specialists, to help clients borrow money, move money and save money.

Wealth Management

We can help clients to navigate life's journey, aim to achieve financial freedom faster, unlock more opportunities and give them peace of mind of knowing where their money can take them.


Description of role and key responsibilities

An exciting opportunity to join a dynamic and collaborative team with the responsibility for structuring and pricing lending opportunities for High Net Worth Clients for the Private Client business.

The day to day roles & responsibilities include:

  • Preparation of credit applications, loan and mortgage agreements and fielding existing client queries
  • Acting as “first line of credit” to mitigate credit risk for the bank and to ensure we lend responsibly to our clients.
  • To provide bespoke lending solutions for target market clients aligned to their needs.
  • Consistent and accurate capturing of client information at all touch points.
  • To deliver and exceed on the quantitative and qualitative performance and budget expectations of the role.
  • Delivery of a superior client service that ensures overall TCF (Treating Customers Fairly) principles and that the right client outcomes are achieved.
  • Identify new business opportunities and provide input into the overall development of the Private Client business.
  • Identify referral opportunities and partner with other Investec Group specialisations in delivering solutions to our clients.
  • To ensure that expectations, rules and guidance of the FCA are met within the business.
  • Understanding, buy-in and practise of Investec's culture and values

Core skills and knowledge

  • To act with integrity at all times and embrace the philosophy of treating our customers fairly (compulsory)
  • Regulatory Knowledge as applicable to role (compulsory) – CeMap qualified

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Tumi Setshedi


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance