We are committed to diversity and inclusion when recruiting internally and externally. Preference will be given to employment equity candidates

Description of the role 

To retain and maintain strong relationships with an existing base of clients that fall within the Medical space. The role will also entail pro-actively cross selling the full Private Bank offering to these clients as well as positioning the Investec Group.

Skills, Experience and Education 

•    Min 3 – 4 years financial services experience
•    Proven client service/sales track record
•    B Com (Accounting II)/ B com HONS

The Result

Sales Management

•    Marketing and sales of all Private Banking products as per budget, requires in-depth knowledge and understanding of the functioning of Banking products
•    Deal sourcing across all Product houses as per business strategy (including the analysis of client spend behaviors using Primary Account Usage for Private Bank Account)
•    Meeting specified targets per activity (including Lending, Treasury, Forex, etc)
•    Presentation of products and services to clients
•    Identifying clients' needs
•    Applying first line of credit (target market and serviceability for vanilla transactional Banking products)
•    Analysis of financial statements
•    Deal structuring
•    Input and drive strategic direction of their business to enhance High Net Worth client experience
•    Driving proactive client contact and managing client expectation

Client Management and Experience

•    Provide high sense of client service and operate professionally and efficiently with external and internal stakeholders
•    Driving proactive client contact and managing client's expectation
•    Client retention, including service and feedback to entire existing base of clients
•    Being a connector and an “enabler” for the clients' needs into the other divisions of the Investec Group, e.g. Investec Capital Markets, Investec Asset Management, Investec Wealth & Investment, where and when appropriate 
•    Compiling and presenting deals to the Credit forum

Risk Management

•    Mitigating credit risk for the bank by being the “first line of credit”
•    Awareness and management of compliance and regulatory frameworks in all dealings with clients
•    Awareness of and adherence to confidentiality at all times 

Investec Culture 

At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking.

We value individuals who in turn value our culture that is, a can-do attitude while challenging convention.

Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.