Description

The Service and Entrenchment Banker is responsible for day-to-day servicing, client relationship management, and proactive entrenchment within the existing base of Affluent clients. The role ensures seamless client experience, deepening product penetration, cross-selling opportunities, and driving operational excellence across all service touch-points.

Key Responsibilities

Sales Management

• Marketing and sales of all Private Banking products as per budget, requires in-depth knowledge and understanding of the Banking products and broader Private Bank Client Value proposition.
• Meeting specified targets per activity (including Lending, Treasury, Forex, etc)
• Driving proactive client contact and managing client expectations.

Client Service & Relationship Management

• Serve as the central point of contact for all existing client needs and service requests.
• Provide high-quality, responsive, and professional service across all touch-points.
• Proactively contact clients to understand needs, resolve issues, and drive entrenchment.
• Drive high Client Experience Measures and first-contact resolution metrics.
• Retain clients by delivering exceptional service and reducing account closures.
• Maintain updated client information (personal details, passion points, employer, marital status, beneficiaries, etc.).

Entrenchment & Cross-Selling

• Cross-sell the full Investec Private Banking product offering to deepen relationships.
• Increase product-per-client ratios and contribute to Rewards tier uplift (PAU, Rewards levels movement).
• Identify and act on wallet-share opportunities by mining existing client data.
• Partner with Financial Advisory teams (Insure & Invest) for relevant client opportunities.
• Drive digital adoption (App & Online Banking).

Operational Excellence & Administration

• Execute all product applications and service tasks with accuracy and within SLA.
• Ensure clean, accurate data quality on all systems (KYC/AML, client information, Basel ratings).
• Manage task turnaround times (STP, rejected tasks, processing accuracy).
• Draft and process documentation where required (loan agreements, guarantees, new product onboarding).
• Participate in UAT, forums, and operational improvement projects.

Stakeholder & Cross-Functional Engagement

• Collaborate with BET teams, Credit, Treasury, Wealth & Investment, Capital Markets and other internal teams.
• Act as an enabler by coordinating solutions for clients across the Investec Group.
• Support Sales & Growth Bankers during client handovers or onboarding transitions.

Qualifications, Experience and Skills

• 3+ years financial services experience, preferably in client service, operations, or banking.
• Strong operational understanding, including deal implementation processes.
• High service orientation with ability to manage complex client needs.
• Strong analytics skills and ability to interpret client data for entrenchment opportunities.
• Excellent communication, relationship building, and problem-solving skills.
• BCom Degree preferred (Accounting I/II or BCom Law).
• High attention to detail and strong administrative discipline.
• Passion for client service with a “can-do” mindset.
• Comfortable in a fast-paced, high-volume environment.
• Tenacious, curious, entrepreneurial thinker.

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.