Job description

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

Relationship Manager (6869)

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.

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!

At Investec, our clients' aspirations really matter. We are an international banking and wealth management business with a refreshingly human approach. We provide high net worth individuals with financial solutions and expert advice that aim to meet – and exceed – expectations.

What does our suite of services includes?

Private Banking:

At the heart of our service is our dedicated private bankers, who can collaborate with Investec's network of specialists, to help clients borrow money, move money and save money.

Wealth Management:

We can help clients to navigate life's journey, aim to achieve financial freedom faster, unlock more opportunities and give them peace of mind of knowing where their money can take them.

Description of role and key responsibilities?

An exciting opportunity to join a new dynamic and collaborative team with the responsibility for driving sales to existing and newly acquired High Net Worth Clients in the Property Entrepreneur sector for the Private Client business and wider Investec group. 

Roles & Responsibilities include:

What Sales Management / Client Engagement really entail?

Primary focus to manage and develop a sales management plan for acquiring new clients together with existing relationships with the aim of building and maintaining the portfolio, whilst continually identifying further business opportunities aligned to the client's needs.

Identify referral opportunities and partner with Investec Group specialisations in delivering solutions to our clients.

Deliver a superior client service that ensures overall TCF (Treating Customers Fairly) principles and that the right client outcomes are achieved.

Use of CRM as primary client relationship management system

 Understanding and accurate capturing of MI


How do you build Turnover & Net Book Growth?

 By originating lending opportunities to both existing clients and acquiring new clients for the Property Entrepreneurs Team

To liaise with credit analysts to assess risk and appropriately price lending regulated lending opportunities.

Acting as “first line of credit” to mitigate credit risk for the bank

To relationship manage the regulated lending business for all clients within the Property Entrepreneurs Team.


FX/Transactional Banking

Originate new target market clients through lending, transactional banking, savings and foreign exchange.



Work together with dedicated Investment Manager & Financial Planners to refer & convert AUM opportunities to IW&I


Core skills and knowledge

·        To act with integrity at all times and embrace the philosophy of treating our customers fairly (compulsory)

·        Regulatory Knowledge as applicable to role (compulsory)

·        A proven track record in sales, networking, origination and business development skills and expertise

·        Experience originating clients through lending, FX, AUM, Transactional banking & Savings

·        Experience providing bespoke lending solutions for target market clients aligned to their needs

·        Client relationship management skills

·        Understanding of all relevant internal processes, procedures, compliance and regulatory requirements e.g. AML, Conduct Risk etc.

·        Specialist financial, market, competitor and banking knowledge

Relevant banking and financial markets qualifications and experience (CeMap (or equivalent) is compulsory before undertaking regulated mortgage 


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

Meet the recruiter

Tumi Setshedi


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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