Relationship Banker

6 days ago

Durban South, South Africa Investec Full time

We are committed to diversity and inclusion when recruiting internally and externally. Preference will be given to employment equity candidates

Role Description


The primary focus of this role is to establish strong relationships with existing clients in the medical public sector, while also acquiring new clients. Additionally, the role involves proactively cross-selling the full range of services offered by the Private Bank, as well as positioning the Investec Group.

Skills, Experience and Education 

Minimum 2 – 3 years financial services experience Proven client service/sales track record Com / Honours or other financial related qualification Good understanding of the medical industry, including the unique financial challenges and opportunities faced by medical professionals Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships Proactive and results-oriented mindset, with a track record of achieving business targets and driving revenue growth High level of integrity and professionalism Highly motivated and dedicated to delivering exceptional client service

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 behaviours 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 clients monthly income and expenditure to determine serviceability
• Deal structuring

Client Management and Experience

Provide a high sense of client service and operate professionally and efficiently with external and internal stakeholders Being available to clients afterhours within reason.
• 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, Investec Life, My Investments etc. where and when appropriate 
• Compiling and presenting deals to the Credit committee .

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 time

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 that is, a can-do attitude while challenging convention.

Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.


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