Sales/Growth Banker at Investec

Description

• Sales/Growth Banker (New Client Acquisition – Origination, Conversion, Onboarding)
• The Sales/Growth Banker is responsible for origination, building new client relationships, and converting leads to onboarded Private Bank clients within the Private Suite Affluent segment. This role drives growth by identifying opportunities, presenting the Investec value proposition, and ensuring high-quality onboarding with embedded entrenchment from day one. This banker is the primary owner of new and prospective clients.

Working hours:

• You will be required to work a maximum of 5 days a week (Monday – Sunday) which includes weekends and public holidays. 
• Working hours are applicable to the business and shifts will be allocated in accordance with a roster (which is subject to change from time to time).

Key Responsibilities

New Client Acquisition & Origination:

• Proactively acquire new Affluent clients in line with strategic growth targets
• Present the full Private Banking offering to prospective clients.
• Conduct needs analysis and align solutions to client goals and lifestyle.
• Own end-to-end lead-to-onboard conversion pipeline, ensuring all leads actioned by sunset daily.
• Drive lending growth through first-line credit assessment and structuring of deals.
• Build market presence through networking, strategic origination, and professional partnerships

Onboarding & Initial Entrenchment

• Manage high-quality onboarding for every new client, all required digital adoption steps completed.
• Capture complete and accurate client information at onboarding (passion points, dependents, employer, region, segment details).
• Cross-sell relevant products at point of onboarding.
• Ensure smooth handover to Service & Entrenchment Banker for ongoing relationship management.

Deal Structuring & Credit Engagement

• Apply first-line credit (target market, affordability, deal quality).
• Analyse financial statements, structure lending deals, and prepare credit submissions.
• Present and motivate lending proposals to Credit Forums when required.
• Partner with Treasury, Forex, and other product houses to deliver holistic client solutions.

Stakeholder Relationships

• Work closely with Service and Entrenchment Bankers for seamless transition post-onboarding.
• Partner with Financial Advisory, Treasury, and other Investec divisions to maximise value for clients.
• Maintain a strong CRM discipline and track all pipeline activity.

Qualifications, Experience and Skills

• 3 - 4+ years financial services experience with strong sales and origination track record.
• Demonstrated ability to meet acquisition and revenue targets.
• Proficiency in analysing financial statements and structuring lending solutions.
• Deep understanding of Private Banking products and client needs.
• Strong interpersonal and presentation skills.
• Entrepreneurial and strategic thinker.
• Bachelor's degree preferred.