Job description

  • Location:
    London - 30 Gresham Street
  • Department:
    Operations (UK)
  • Division:
    IBP Business Enablement
  • Employment Type:
    Full time
  • Salary:

Private Client Lending Operations- Sales Support (5172)

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!

Team Description

The Private Client Group provides on-shore and off-shore Banking services to HNW private clients in the U.K. We do 4 things every day for our clients. We help them:
· Move their money - TX banking / FX
· Save their money - Cash Deposits, notice accounts and FTD's
· Borrow money - Mortgages and Portfolio loans
· Advise them about their money – IWI (looping in specialist advice services as and when required)

Description of role and key responsibilities

The role involves assisting the Private Client distribution team, acting as a conduit between front line distribution (Bankers & Business Developers) and the support functions including other Group Lending Ops teams, Banking Operations, Onboarding, Marketing, Compliance and other key business stakeholders.
Key tasks include:
• Responding to client enquiries such as updates on applications, requests for statements & requests to service their accounts.
• Maintaining client and product data
• Managing potential leads from Business Developers into the Banking teams
• Supporting Bankers with the operational aspects of certain processes such as submission of deals to credit on lending transactions.

Core skills and knowledge

• Do you have customer service experience in a banking environment?
• Do you have the ability to prioritise and manage workflow across multiple tasks is essential? 
• Are able to demonstrate ability to problem solve, including the ability to proactively resolve client queries and complaints? 
• Conscientiousness and attention to detail is essential
• Ability to engage and build relationships with key stakeholders

Any other attributes that would be helpful, but not essential for the role.

• The ability to create and maintain strong relationships with excellent communication and listening skills
• Strong analytical skills with attention to detail and accuracy
• Planning, prioritisation and organisational skills
• Ability to learn new concepts and product knowledge
• Confident and Outgoing and you thrive in a team environment


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

Meet the recruiter

Boipelo Tabane

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