Description

The Internal Consultant will be responsible for the facilitation and administration of client deals through partnership with the Account Executive, Sales Consultants, Legal and Credit teams.

Key Responsibilities

•    Assist Relationship Manager (RM)/Sales Consultant with maintaining of the primary client records as well as related parties, ensure maintenance tasks are logged via the onboarding team 
•    Assist the RM in obtaining all financial and FICA information from existing clients, where FICA is older than a year 
•    Collate and create electronic client/deal file 
•    Build good relationship with sales teams 
•    Assist Compliance on any statutory requirements 
•    Liaise with clients, insurance companies, and equipment/vehicle suppliers to obtain the relevant documents to facilitate a transaction 
•    Understand and calculate financial payment plans 
•    Generate standard agreements and supporting documents specific to transactions 
•    Prepare general correspondence required i.e. Release notes etc. including the follow through with client/supplier 
•    Assist clients with all enquiries post approval of facility 
•    Ensure all outstanding documents are received timeously 
•    Provide a high sense of client service and operate professional and efficiently with external and internal stakeholders 
•    Review of record of securities 
•    Follow up on outstanding documents post payout

Qualifications, Experience and Skills

Technical: 
•    Asset Finance experience is a prerequisite
•    Related qualification
•    Risk consciousness 
•    Proficiency in MS Office applications 
•    Strong verbal and written communication 

Personal: 
•    Ability to understand when to escalate queries. Provide excellent client service 
•    Sense of urgency and proactive and task oriented 
•    Attention to detail
•    Accountability 
•    Information seeking 
•    Team player – valuing and understanding the contribution of others and the business

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.