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.

The Relationship Manager will be responsible for developing sustainable commercial outcomes from a client portfolio, building trusted partner status with clients.

Responsibilities

Clients

• Have a client engagement plan for your client base which will maximise sales opportunities, income and face to face interactions.
  
  
• Ensure your engagement plan is constantly reviewed to understand where opportunities have been missed to engage with, and strengthen, relationships with our clients.
  
  
• Develop strategies that create an exceptional client experience and outcome for your clients, so we are front of mind for any of their financial needs.
  
  
• Ensure that all client outcomes are underpinned by our consumer duty responsibilities - what is right for the client will result in the right business outcomes.

Sales & Engagement

• Have in depth knowledge of Investec's proposition – our Private Client products, how we partner with Rathbones group as well as the wider group offering.
  
  
• Actively work with your team leader to develop and continuously review your client engagement plans to ensure we are meeting as many of our clients as possible.
  
  
• Actively compete in and drive growth of your book through sales campaigns.
  
  
• Collaborate and share best practice with our offshore banking teams (IBCI, IBSAG) and other on-shore core client groups.
  
  
• Have a thorough understanding of the regulatory and risk environment and what responsibilities you have in adhering to the right outcomes for the business, yourself and your clients.

Performance

• Ensure performance outcomes set out in your performance framework are met both on a quantitative and qualitative basis.
  
  
• Constantly review performance to find ways to improve commercial outcomes including contact strategies, pitching, asking for referrals, and converting opportunities into transactions.
  
  
• Continuous learning - work with your team leader to identify skills gaps and co-create development plans to close these.

Data, Analytics and Market Insights

• Data – ownership of your client data and use of CRM is a core aspect of this role. Use business insights to drive performance.
  
  
• Ensure you are up to date with market trends and economic factors that may create opportunities for sales and engagement with your clients.

Required Skills

• Strong communication skills
  
  
• Time management, attention to detail & problem solving abilities
  
  
• Energetic, self-starter motivated by time spent with, and solving problems for, clients
  
  
• Commercial acumen & ability to influence
  
  
• Ability to build rapport with clients
  
  
• Resilience, continuous learning and adaptation
  
  
• Empathy and emotional intelligence
  
  
• Good economic, geo-political and Industry knowledge

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.