Relationship Manager - Professionals Team

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Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Drive Growth. Build Relationships. Shape the Future.

Join us as a Private Client Sales & Relationship Manager and play a key role in the next stage of our growth journey. With ambitious targets to exponentially grow our
UK Private Clients business
over the next five years we are looking for exceptional people to help make it happen.

In this role, you will:

• Win new business and build a portfolio of high-net worth clients.
• Partner with clients to deliver solutions that meet their complex and evolving financial needs.
• Shape our proposition and influence how we serve the next generation of private clients.

We're in growth mode - and are looking for driven, commercially minded professionals with a proven record of developing relationships and generating new business. You don't need to come from financial services; what matters most is your ability to connect, influence and deliver results.

• Develop a client engagement plan for your portfolio that maximizes sales opportunities, income, and face-to-face interactions.
• Regularly review your engagement plan to identify missed opportunities for engagement and to strengthen client relationships.
• Create strategies that deliver an exceptional client experience, ensuring that Investec remains top-of-mind for any of their financial needs.
• Ensure all client outcomes are underpinned by our consumer duty responsibilities-what is right for the client will result in the right business outcomes.

• Maintain in-depth knowledge of Investec's proposition, including our Private Client products and our partnership with Rathbones Group, as well as the broader group offerings.
• Actively collaborate with your team leader to continually refine your client engagement plans to ensure maximum outreach to clients.
• Drive growth of your client portfolio through targeted sales campaigns.
• Collaborate with offshore banking teams (IBCI, IBSAG) and other onshore core client groups to share best practices.
• Understand the regulatory and risk environment, ensuring adherence to responsibilities for the business, yourself, and your clients.

• Meet the performance outcomes set out in your performance framework on both a quantitative and qualitative basis.
• Continuously assess and enhance performance to improve commercial outcomes, including contact strategies, pitching, asking for referrals, and converting opportunities into transactions.
• Engage in ongoing learning by working with your team leader to identify skills gaps and co-create development plans to address these.

• Take ownership of your client data and utilise CRM tools as a core aspect of your role. Use business insights to drive performance.
• Stay current with market trends and economic factors that may create sales opportunities and enhance client engagement.

• Strong communication skills
• Excellent time management, attention to detail, and problem-solving abilities
• Energetic self-starter motivated by interaction with and problem-solving for clients
• Commercial acumen and the ability to influence
• Ability to build rapport with clients
• Resilience and a commitment to continuous learning and adaptation
• Empathy and emotional intelligence
• A good understanding of economic, geopolitical, and industry knowledge

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing Subsidy,…