Investec Banking Jobs in Cape Town
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Description of the role
To retain and maintain strong relationships with an existing base of clients that fall within the Commerce 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.
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
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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
Skills, Experience and Education
- Min 3 – 4 years of financial services experience
- Proven client service/sales track record
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