Description of the role 

This role offers an opportunity to build a financial advisory career dealing with our current or newly acquired private clients as part of a broader offering across our leading Private Bank and Wealth and Investment businesses.  

The purpose of this role is to deliver tailored professional financial advice, planning, and products that align with the unique needs of both new and existing clients, reflecting Investec's commitment to personalisation and excellence. You will be responsible for cultivating sustainable, high-quality business in line with our strategic objectives. The aim is to build and maintain long-term relationships with clients, as this entrenches the Investec value proposition and offers ongoing opportunities for advice and sales. Your efforts will contribute to clients receiving advice throughout their financial journey including estate planning, retirement and investment planning. 

You will be enabled by our culture, strong brand, value proposition and product offerings. 

Key responsibilities 

The role is responsible for providing financial advice to private clients in accordance with FAIS legislation and according to Investec's professional financial advice guidelines. The overarching objective is to offer holistic financial planning, which includes analysis of the client's financial affairs (including a risk analysis, pre and post-retirement planning and intergenerational wealth planning); development of a financial plan for the client; solutioning for the client using Investec's life insurance and investment products; and ensuring that proper record keeping of advice is maintained.

Useful detail
•    Build and manage your financial advisory practice:
      - Regularly engage with your clients as they build their wealth and as their needs change
      - Showcase the Investec investment and life insurance offering to new and existing clients as part of the holistic Investec private client value proposition
      - Build and maintain close relationships with Private Bankers, to provide a consistent and coordinated client experience
      - Perform annual financial reviews with clients
•    Play a strategic role in the development and delivery of our private client initiatives across the various regions in which Investec operates
•    Support the development of junior advisers working directly with you, as well as part of the broader advisory team
•    Ensure credibility, within Investec and with clients, through professionalism and demonstration of expertise
•    Always operate within the Private Bank business strategies and Investec's brand guidelines

Experience, skill and capability

•    Relevant tertiary qualification and CFP would be preferred 
•    Five to seven years experience in financial services, preferably in financial advice or legal advice positions 
•    Understanding of long-term insurance business and markets 
•    Knowledge and understanding of the relevant income tax and estate duty legislation 
•    Sound experience with financial planning processes 
•    Ensure that the core financial planning competencies are maintained through continuous training and development 
•    Client service orientated 
•    Excellent interpersonal skills 
•    Relationship building and networking 
•    Ability to organise, prioritise and work under pressure 
•    Team player 
•    Self-starter 
•    Ability to close a deal

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.

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