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: Relationship Manager, Financial Intermediaries, Switzerland 

Role Definition:

• This is a Relationship management role, designed to complement the Financial Intermediary Team (the ‘Team') and the wider Investec Group and enhance its proposition through a joined-up, team approach. The core areas of responsibility for this role lies within the ownership of
  developing (where appropriate) and enhancing relationships in the Trust and Corporate Service Provider market in Switzerland, including the risk management activities of the client base.

Client Engagement:

• Delivering outstanding service to our clients by putting them at the centre of everything we do.
• Be the key contact person for new accounts and business opportunities.
• Develop relationships at all levels with the promotion of the Group's services.
• Undertake joint meetings with Investec colleagues to promote the full breadth of the Investec proposition to client.
• Travel to Switzerland, several times per year to meet with Investec colleagues, clients and introducers.
• 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.
• Work closely with clients to identify opportunities for lending, cash management, foreign exchange, custody and investments.
• Work with and support the Team's client entertainment program.

Risk Management:

• Ensure both local and relevant Switzerland regulations are followed at all times.
• Undertaking all necessary compliance monitoring activities for the portfolio of clients by following IBCI's compliance monitoring plans, including Transaction Monitoring.
• Understand and evaluate the risk to the bank of new client accounts, where necessary preparing and presenting these cases to the Bank's Business Acceptance Forum.
• The job holder must have a good understanding of the legal and regulatory environment relevant to the job, and take into account and follow all applicable internal compliance considerations, including all appropriate processes, policies and procedures.

Collaboration:

• Work with IBSAG and the Business development resource to create a single client strategy for our Swiss trust market.
• Identify referral opportunities and partner with Investec Group specialists in delivering solutions to our clients.
• Work closely with the client onboarding and compliance teams to ensure all account opening and client risk assessment tasks are carried out to meet AML procedures.

Financial:

• Delivery of personal targets and objectives set in accordance with IBCI and the Team's agreed strategy.
• Where appropriate and in collaboration with the wider IBCI business, ensure that the deposit mix of tenures are appropriate.
• Assessment of financial performance and key measures in a timely manner, addressing any shortcomings as and when they arise thus ensuring delivery against objectives.

 Core Skills and Knowledge:

 Core Skills, Expectations and Key Attributes

• To act with integrity at all times and embrace the philosophy of treating our customers fairly.
• Excellent communication and presentation skills, being able to inform and negotiate both orally and in writing.
• Evaluation skills to fully understand client needs and create solutions.
• Strong interpersonal skills.
• Proactive management of a LinkedIn profile and marketing skills.
• Strong levels of accuracy.
• Personal organisation and planning skills with proven ability to time manage.
• Experience in sales, business development and relationship management.
• A good understanding of treasury, capital markets and lending.
• An overview of the investments markets to include bonds, equities, principal protected and structured solutions.
• Exposure to management of regulatory risk in a large financial institution.
• Self motivated, driven and goal orientated.
• Self-initiate follow-up sales activity.
• A detailed knowledge of the operations of our organisation and the environment (e.g. legal, regulatory, physical) in which it operates.
• A detailed knowledge of the general tools and techniques of account opening, the banking product suite and service delivery.
• Ideally holding an industry relevant qualification or commitment to work towards.

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.