Job description

  • Location:
    London - 30 Gresham Street
  • Department:
  • Division:
    Private Bank
  • Employment Type:
    Full time
  • Salary:

Private Banker - Entrepreneur's Team (4234)

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:

  • To originate, assess risk and appropriately price lending opportunities
  • 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. 
  • To ensure lending exposures are managed in accordance with Investec's policy, procedures, credit and deal forum requirements.

What are we looking for in the successful candidate?

  • Experience providing bespoke lending solutions for target market clients aligned to their needs
  • Understanding of all relevant internal processes, procedures, compliance and regulatory requirements e.g. AML, Conduct Risk etc.
  • Specialist financial, market, competitor and banking knowledge
  • Proven sales, networking, origination and business development skills and expertise
  • Relevant banking and financial markets qualifications and experience (CeMap (or equivalent) is compulsory before undertaking regulated mortgage activities)

This may be the opportunity that your career deserves. We look forward to hearing from you

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

Meet the recruiter

Tumi Setshedi

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