Job Openings at Investec

Main responsibilities:

• Executing all administrative duties relating to investments, including, but not limited to: client onboarding & account opening, investments, additions, payments, repurchases, switches and transfers, assisting with and effective resolution of all client queries
• Educating clients on technology and platforms available to them to improve their investment administration experience
• Gathering client information – internally and externally
• Working with external vendors/product providers and LISPs
• Researching products and competitors
• Completing of ad-hoc projects and attendance of relevant training courses and client meetings where required
• Preparing, printing & binding proposals and reviews 
• Pre-completing and formatting various documents
• Providing timely feedback within a compliance context on investment reviews, client remediation and client debtors book, and maintain meticulous client records 
• Initiating, facilitating & completing of platform transfer requests incl. Section 14, Section 37 & Section 42 transfers both in and out 
• Building and maintaining strong internal and external stakeholder relationships
• Problem-solving & troubleshooting to enhance clients' experience
• Efficient multi-tasking in terms of managing multiple transactions with different cut-off times and dates

Qualifications & Experience

• Relevant tertiary qualification is essential (Financial Planning/Investment Planning/B.Com) 
• Basic knowledge of tax and ability to analyse tax statements (upskill on the job if necessary)
• Basic knowledge of investment products, asset allocation and risk profiles (upskill on the job if necessary)
• 2-3 years financial planning or wealth management experience advantageous
• MS Office Suite, Advanced Excel would be advantageous

Personal attributes and other requirements:

• Ultra-high net worth client service orientation
• Excellent verbal and written communication skills 
• Entrepreneurial mindset, self-starter, independent thinker
• Ability to work independently as well as within a team
• Open to learning and challenging, sharing best practices and knowledge with team
• Effective time-management, planning & organisational skills, ability to prioritise & multi-task
• Work beyond traditional work hours if required
• Ability to work effectively under pressure, tenacious temperament
• High attention to detail 
• Well-presented and confident
• Strong work ethic & pride in work, honesty & integrity
• Can-do problem solving attitude
• Solution-driven as opposed to task-driven
• Break China for clients & demonstrate cast-iron integrity, resulting in doing right by clients at every opportunity
• Insights, interpersonal skills & meticulous planning to maintain the standard expected by Investec's ultra-high net worth clients
• Commitment to teamwork & positive influence on the team whilst fostering a culture of diversity & inclusion

go to method of application »

Main responsibilities:

• Executing all administrative duties relating to investments, including, but not limited to: client onboarding & account opening, investments, additions, payments, repurchases, switches and transfers, assisting with and effective resolution of all client queries
• Educating clients on technology and platforms available to them to improve their investment administration experience
• Gathering client information – internally and externally
• Working with external vendors/product providers and LISPs
• Researching products and competitors
• Completing of ad-hoc projects and attendance of relevant training courses and client meetings where required
• Preparing, printing & binding proposals and reviews 
• Pre-completing and formatting various documents
• Providing timely feedback within a compliance context on investment reviews, client remediation and client debtors book, and maintain meticulous client records 
• Initiating, facilitating & completing of platform transfer requests incl. Section 14, Section 37 & Section 42 transfers both in and out 
• Building and maintaining strong internal and external stakeholder relationships
• Problem-solving & troubleshooting to enhance clients' experience
• Efficient multi-tasking in terms of managing multiple transactions with different cut-off times and dates

Qualifications & Experience

• Relevant tertiary qualification is essential (Financial Planning/Investment Planning/B.Com) 
• Basic knowledge of tax and ability to analyse tax statements (upskill on the job if necessary)
• Basic knowledge of investment products, asset allocation and risk profiles (upskill on the job if necessary)
• 2-3 years financial planning or wealth management experience advantageous
• MS Office Suite, Advanced Excel would be advantageous

Personal attributes and other requirements:

• Ultra-high net worth client service orientation
• Excellent verbal and written communication skills 
• Entrepreneurial mindset, self-starter, independent thinker
• Ability to work independently as well as within a team
• Open to learning and challenging, sharing best practices and knowledge with team
• Effective time-management, planning & organisational skills, ability to prioritise & multi-task
• Work beyond traditional work hours if required
• Ability to work effectively under pressure, tenacious temperament
• High attention to detail 
• Well-presented and confident
• Strong work ethic & pride in work, honesty & integrity
• Can-do problem solving attitude
• Solution-driven as opposed to task-driven
• Break China for clients & demonstrate cast-iron integrity, resulting in doing right by clients at every opportunity
• Insights, interpersonal skills & meticulous planning to maintain the standard expected by Investec's ultra-high net worth clients
• Commitment to teamwork & positive influence on the team whilst fostering a culture of diversity & inclusion

go to method of application »

Description

• The Corporate Banking Digital (CBD) team is dedicated to enhancing the digital client experience for our corporate clients across all channels, including web, mobile, and client servicing. We leverage our expertise in foreign exchange, deposits, and transactional banking to develop and manage innovative solutions that meet the unique needs of private companies. Our focus is on delivering seamless, efficient, and tailored services that empower our clients to thrive in a competitive landscape. As one of the Product Owners for the CBD team you will serve as a voice of the product vision, acting as the daily decision-maker for the team. Your primary responsibility will be to maximize the value produced by the team, ensuring that product stories align with business needs and supporting the team as a proxy for requirements

Key Responsibilities

Strategy and Business:

• Develop and own the product roadmap in collaboration with stakeholders, ensuring alignment with the overall business strategy.
• Shape the product vision and become a business expert with deep knowledge of the domain, enabling you to clearly articulate business priorities to the team. 
• Understand commercial objectives and contribute towards achieving business outcomes 

 Execution:

• Lead the delivery and execution of initiatives across cross-functional teams · Translate product roadmap initiatives into well-defined product requirements, including features, user stories, and acceptance test criteria. 
• Manage the prioritization of the backlog, balancing features and technical debt 
• Engage with objectives such as OKRs, applying governance understanding and documentation to ensure compliance and quality.

Market Awareness:

• Conduct light market research to understand the competitive landscape, including competitors, industry trends, and regulatory impacts on the product. 

People:

• Foster alignment with stakeholders and cross-functional teams, adapting communication styles to suit different audiences. · Collaborate closely with the technology team, demonstrating leadership by setting context and culture while managing through coaching and mentoring.
• Build and maintain strong relationships with internal stakeholders and partners across the business

Commerciality & Viability:

• Ensure that launched products/features are commercially viable and align with the defined objectives.
• Continuously assess platform performance to inform future product decisions and investments

Data Analytics & Client Insights:

• Utilize product analytics and data analysis tools (e.g., funnel analysis, heatmaps) to gauge the development and success of features/products.
• Establish baseline metrics and KPIs for measuring outcomes and objectives, incorporating holistic client feedback for continuous product optimization.

Product Discovery:

• Engage in prototyping, usability testing, and competitor research in collaboration with the design team to inform product development

Product Marketing:

• Collaborate on go-to-market and launch strategies together with key stakeholders

Qualifications, Experience and Skills

Experience: 

• Strong product mindset
• Strong knowledge of Agile methodologies and experience with issue tracking tools (e.g., Azure DevOps)
• Experience in the financial services industry is preferred
• Competence in MS Office

Skills/Knowledge: 

• Strong organizational skills with the ability to manage multiple priorities under pressure
• Entrepreneurial mindset with innovative, persistent, and determined attributes
• Creative problem-solver who is collaborative and curious
• Evidence of strategic and commercial thinking, alongside excellent critical thinking and problem-solving skills
• Strong interpersonal skills with the ability to build effective working relationships and communicate complex concepts clearly.

Personal Attributes:

• Self-motivated, able to prioritize and manage workload effectively, and meet critical deadlines
• Excellent verbal and written communication skills, capable of influencing and negotiating with varied stakeholders.