External Banker
2 weeks ago
We are deeply committed to fostering diversity and embracing inclusion both in our internal team and when attracting new talents. Special preference will be given to candidates who align with our employment equity initiatives.
Description of the role
To nurture and strengthen relationships with our current client base in the Commerce sector. This position also involves actively promoting the complete range of services offered by our Private Bank to these clients, while also showcasing the Investec Group.
Skills, Experience and Education
- Min 3 – 4 years of experience in financial services
- Demonstrated track record in client service and sales
- B Com (Accounting II)/ B com HONS
The Result
Sales Management
Client Management and Experience
- Provide exceptional client service and maintain professional and efficient interactions with both external and internal stakeholders
- Initiate proactive client communication and manage client expectations
- Focus on client retention, including delivering service and gathering feedback from our entire client base
- Act as a link and facilitator for clients' needs within different divisions of the Investec Group such as Investec Capital Markets, Investec Asset Management, and Investec Wealth & Investment
- Prepare and present deals to the Credit forum
Risk Management
- Manage credit risk effectively, serving as the initial point of contact for credit-related matters
- Stay informed about and adhere to compliance and regulatory frameworks in all client interactions
- Maintain awareness of and strictly follow confidentiality protocols at all times
Investec Culture
At Investec, we seek vibrant and driven individuals who embody tenacity, integrity, and innovative thinking. We highly esteem individuals who embrace a proactive approach and challenge the status quo.
We celebrate diversity, competence, and adaptable leadership in our continuous pursuit of business expansion.
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