Internal Consultant (14127) at Investec

Description

• Interacting with high-net-worth private clients
• Good interpersonal skills to maintain client relationships
• Ensure all business rules and compliance regulations are carried out
• Collating of information for ad-hoc projects
• Provide an exceptionally high level of service
• Ability to understand and manage complex transactions

Negotiating with internal and external stakeholders regarding the closing of deals which includes:

• Credit
• Legal Risk and Records Management
• Legal and Technical
• Property Risk
• Accounts and Finance Admin
• Panel Attorneys
• Implementation of offshore foreign currency transactions which requires collaboration with stakeholders in other branches i.e. Johannesburg and the United Kingdom

Key Responsibilities

• Proven track record of strong administrative skills
• Computer literacy, Proven client service exposure
• Excellent communication skills, Attention to detail
• Self-starter, pro-active and self-management

Implementation of commercial, non-standard, secured and unsecured loans for the Structured Property Finance business which includes the following:

• Onboarding of new clients – FICA and Company info collation
• Manage deal from credit approval to implementation
• Instruction of property valuations and obtaining all supporting documents from client
• Reviewing of loan documents and liaising with Legal & Tech and external counsel
• Facilitating signature of loan agreements
• Liaise with external legal counsel and internal stakeholders on Property Release and Cancellation process
• Covenant monitoring including communication of Margin Call breaches to client
• Credit signoffs for change in collateral/security
• Overall client book management on Periscope

Qualifications, Experience and Skills

• B-Com OR property qualification or +8 years banking experience
• At least four-year experience in banking / financial services
• Proficiency in using AI-enabled productivity tools, such as Copilot, to improve efficiency, generate insight and support decision-making. Applies critical thinking and sound judgement when interpreting outputs, remains accountable for the quality and accuracy of their work