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.
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!
Do you have experience originating clients through lending, transactional banking, savings and foreign exchange? Do you have excellent client relationship management skills? Are you someone with proven sales, networking, origination and business development skills and expertise? if you answered yes, keep reading!
What are the key responsibilities of this role?
Originate new target market clients through lending, transactional banking, savings and foreign exchange.
Manage and develop existing relationships with the aim of building and maintaining the portfolio, whilst continually identifying further business opportunities aligned to the client's 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 banking business within the Private Bank.
Identify referral opportunities and partner with other Private Bank and 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.
Where undertaking lending activities:
What are we looking for in the successful candidate?
This may be the opportunity that your career deserves. We look forward to hearing from you