Description

• Interacting with high-net-worth private clients
• Good interpersonal skills to maintain client relationships
• Ensure all business rules and compliance regulations are carried out
• Collating of information for ad-hoc projects
• Provide an exceptionally high level of service
• Ability to understand and manage complex transactions
• Negotiating with internal and external stakeholders regarding the closing of deals which includes:
  • Credit
  • Legal Risk and Records Management
  • Legal and Technical
  • Property Risk
  • Accounts and Finance Admin
  • Panel Attorneys
• Implementation of offshore foreign currency transactions which requires collaboration with stakeholders in other branches i.e. Johannesburg and the United Kingdom

Key Responsibilities

• Proven track record of strong administrative skills
• Computer literacy, Proven client service exposure
• Excellent communication skills, Attention to detail
• Self-starter, pro-active and self-management
• Implementation of commercial, non-standard, secured and unsecured loans for the Structured Property Finance business which includes the following:
  • Onboarding of new clients – FICA and Company info collation
  • Manage deal from credit approval to implementation
  • Instruction of property valuations and obtaining all supporting documents from client
  • Reviewing of loan documents and liaising with Legal & Tech and external counsel
  • Facilitating signature of loan agreements
  • Liaise with external legal counsel and internal stakeholders on Property Release and Cancellation process
  • Covenant monitoring including communication of Margin Call breaches to client
  • Credit signoffs for change in collateral/security
• Overall client book management on Periscope

Qualifications, Experience and Skills

• B-Com OR property qualification or +8 years banking experience
• At least four-year experience in banking / financial services
• Proficiency in using AI-enabled productivity tools, such as Copilot, to improve efficiency, generate insight and support decision-making. Applies critical thinking and sound judgement when interpreting outputs, remains accountable for the quality and accuracy of their work

What We Value

At Investec we seek creative, talented people with passion, energy and stamina, who collaborate unselfishly.

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