Description of the role :

Selling to clients from the Mortgage Origination (MO) channel, specific to Investec target market to grow the client 
base through a targeted acquisition focus and generate new lending turnover for the banking business. Build on 
current MO relationships & network with specific MOs within your region to drive more volumes from the MO's.

Skill and Experience:
• BCom Degree preferred
• Private Banking or financial services experience advantageous (2/3 years Private Banker experience)
• Strong Financial Skills – understanding, analysing, and interpreting financial statements
• Sales Experience and passion for sales
• Ability to acquire new clients through the MO channel and to introduce the full Investec client value proposition
• Above-average negotiation skills, with the ability to close deals quickly.
• Strong presentation and communication skills
• People skills with a passion for socializing and networking
• Ability to identify opportunities through analysis of MO data
• Ability to compile credit minutes and present to credit within quick time frames

The Result

This role will have a dual focus as a Paarl acquirer, building out an acquisition strategy within the HIB space as well as a MO focus to build relationships via mortgage origination, build brand awareness and grow the Paarl client base.

• Acquisition of HIB TM clients based in Paarl and Surrounds
• Sourcing new business through specific networking & building key relationships within the Mortgage Origination businesses as well as Paarl stakeholders.
• Constantly keep MOs updated on transaction status.
• Meeting specified budget and targets per activity
• Delivering a quality CRM service to clients & MO's
• Presentation of products and services to clients
• Identifying business opportunities and successfully introducing leads to other areas of the business ie. IWI, IFB etc.

Investec Culture 

At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity. We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment. 

We are committed to diversity and inclusion when recruiting internally and externally.