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 Overview

This position is responsible for selling the Private Client offering, as well as the broader Investec group offerings, to prospective clients in alignment with our target market and sector criteria.

Key Responsibilities

Client Engagement

• Develop and maintain an active sales plan that is regularly reviewed, ensuring alignment with the needs of our target market and focusing on positive client outcomes.
• Utilize a comprehensive understanding of sales processes, data, and analytics to formulate and drive effective sales plans.
• Identify new opportunities within the sector, seek referrals, acquire new clients, and facilitate introductions to other areas of the group.
• Monitor performance through an in-depth understanding of business insights and management information (MI).
• Stay informed about the macro-economic and geopolitical environment to enhance client interactions.
• Ensure all client outcomes are guided by our consumer duty responsibilities, prioritizing what is right for the client to achieve favorable business results.

Targets

• Identify and engage with prospective clients to understand their requirements and generate opportunities for Private Client services and the wider Investec Group.
• Conduct meetings with prospective clients to build a pipeline of opportunities, ensuring a clear understanding of client needs and objectives with a commercial perspective.
• Manage all CRM data regarding prospective clients and efficiently follow up on all leads.
• Collaborate with Relationship Managers to drive new client acquisition and facilitate timely introductions to prospective clients.

Strategy & Commerciality

• Develop a thorough understanding of Investec's strategic priorities and the role of Private Client services in achieving these goals.
• Build extensive knowledge of our offerings and how they resonate with our target market, including the process of referring clients to the wider group and Rathbones (Wealth Opportunities).

Core Skills and Knowledge

• Regulatory Knowledge: Understanding of regulations applicable to the role (compulsory).
• Integrity: Commitment to acting with integrity at all times and embracing the philosophy of treating customers fairly (compulsory).
• Commercial Acumen: Strong technical banking knowledge and commercial awareness.
• Sales Skills: Proficiency in influencing and closing sales.
• Communication: Excellent verbal and written communication skills.
• Interpersonal Skills: Empathy, emotional intelligence, and the ability to build strong relationships.
• Time Management: Effective planning and time management skills.
• Sales Experience: Proven skills in sales, networking, origination, and business development.

Additional Attributes (Helpful but Not Essential)

• Initiative and proactivity.
• Strong networking abilities.
• Outgoing and confident demeanor.
• Capability to navigate ambiguity.
• Willingness to learn and adapt.
• Resilience and a can-do attitude.
• Innovative approach to lead generation and new business development.
• Team player mentality.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme 

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.