Job description

  • Location:
  • Department:
    TCSP Jersey
  • Division:
  • Employment Type:
    Full time
  • Salary:

Head of Jersey Financial Intermediaries (9861)

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.

Job description

Role: Head of Jersey Financial Intermediaries

Description of role and responsibilities:

  • Leading the Jersey Financial Intermediary Team in the following areas:-
  • Formulating and driving Team strategy together with delivery of the Team's targets and objectives;
  • Sourcing and developing new business in the financial intermediary sector, in line with IBCI and the Team's strategy and risk appetite;
  • Management of the Team and development thereof.
  • The job holder must have a good understanding of the regulatory environment relevant to the job, and to take into account and follow all applicable internal compliance considerations, including all appropriate processes, policies and procedures.

Key Responsibilities:

  • Overall responsibility to ensure the Team drives and performs against the Team's targets and objectives set in accordance with the IBCI and the Team's agreed strategy.

       This includes:-

  • Self-initiation of business development strategy, including developing ideas for use across the wider Team, and;
  • Supporting the Team in developing a contact strategy with existing intermediary clients with a view to leveraging these relationships further.
  • In accordance with the Team's strategy, targets and objectives, contribute to the IBCI P&L target, by winning new intermediary clients, strengthening relationships with existing clients, identifying new diversified income streams. This includes, inter alia:-  
  • Joint responsibility (by way of partnership with the Lending Team) in promoting IBCI's lending offering and achieving the agreed lending targets, as defined;
  • Joint responsibility (by way of partnership with Treasury) in promoting IBCI's foreign exchange offering and achieving the agreed foreign exchange targets, as defined;
  • Business development focus also needs to be given to promoting other areas of the Investec Group;
  • In collaboration with the wider IBCI business, ensure that the deposit mix of tenures are appropriate with an acceptable balance between liquidity ratios and WACF;
  • Assessment of financial performance and key measures in a timely manner, addressing any shortcomings as and when they arise thus ensuring that the Team is focussed and delivering against its objectives;
  • Delivering outstanding service to our clients by putting them at the centre of everything that we do. 

Core Skills and Knowledge:

Core Skills, Expectations and Key Attributes

  • Team management skills, including coaching, development, and delivery of excellence with individuals;
  • Excellent communication and presentation skills, being able to inform and negotiate both orally and in writing;
  • Evaluation skills to understand the market and sector business and then realising its full potential;
  • Strong interpersonal skills;
  • Strong influencing skills;
  • Personal organisation and planning skills with proven ability to time manage;
  • Experienced in presentation management, delivering formal proposals and writing pitches;
  • Ability to assess target markets and market opportunities;
  • A proven track record in sales and business development;
  • A recognised profile within the jurisdiction with a wide network of contacts;
  • A good understanding of treasury, capital markets and lending;
  • An overview of the investments markets to include bonds, equities, principal protected and structured solutions;
  • Exposure to management of regulatory risk in a large financial institution;
  • Self motivated, driven and goal orientated;
  • Self-initiate follow-up sales activity;
  • A detailed knowledge of the operations of our organisation and the environment (e.g. regulatory, physical) in which it operates;
  • A detailed knowledge of the general tools and techniques of account opening, the banking product suite and service delivery.




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. 

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4th Floor Liberation House, Castle Street, St Helier, Jersey, Channel Islands, JE2 3BT

Meet the recruiter

Margaret Lucas

+44 1481 709879


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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