Latest Jobs at Investec

Description of the role 

• To retain and maintain strong relationships with an existing base of clients that fall within the Commerce space. The role will also entail pro-actively cross selling the full Private Bank offering to these clients as well as positioning the Investec Group.

Skills, Experience and Education 

• Min 3 – 4 years financial services experience
• Proven client service/sales track record

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 behaviors 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 financial statements
• Deal structuring
• Input and drive strategic direction of their business to enhance High Net Worth client experience
• Driving proactive client contact and managing client expectation

Client Management and Experience

• Provide high sense of client service and operate professionally and efficiently with external and internal stakeholders
• 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, e.g. Investec Capital Markets, Investec Asset Management, Investec Wealth & Investment, where and when appropriate 
• Compiling and presenting deals to the Credit forum

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 times 

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Description of the role 

• To retain and maintain strong relationships with an existing base of clients that fall within the Commerce space. The role will also entail pro-actively cross selling the full Private Bank offering to these clients as well as positioning the Investec Group.

Skills, Experience and Education 

• Min 3 – 4 years financial services experience
• Proven client service/sales track record

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 behaviors 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 financial statements
• Deal structuring
• Input and drive strategic direction of their business to enhance High Net Worth client experience
• Driving proactive client contact and managing client expectation

Client Management and Experience

• Provide high sense of client service and operate professionally and efficiently with external and internal stakeholders
• 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, e.g. Investec Capital Markets, Investec Asset Management, Investec Wealth & Investment, where and when appropriate 
• Compiling and presenting deals to the Credit forum

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 times 

go to method of application »

Description

• Investec is looking for a Senior Programme / Project Manager to plan, manage and lead the delivery of multiple Core Banking Modernisation initiatives from initiation to completion, working with the Business Programme lead.
• The Programme / Project Manager will be responsible for regular progress and status reporting on all assigned change delivery activities, as well as proactively identifying, reporting and managing all risks, issues and changes that may impact the initiatives outcomes.

Experience and Qualification Requirements:

• Min 10yrs experience managing projects, including cross-functional delivery teams.
• Experience with SDLC and Project Lifecycle Management 
• Knowledge and experience with structure, agile and/or lean project management methodologies
• Project management certification and experience essential (PMI or alternate qualification)
• Demonstrate strong verbal and written communication skills, with an ability to effectively communicate an adoption strategy that you aid in defining and identifying dependencies within.
• Strong organizational skills, the ability to perform under pressure and management of multiple priorities with competing demands for resources.
• Manage stakeholder relationships across business, technical teams, multiple business units and jurisdictions
• Ability to manage external vendor delivery and dependencies.
• Strong leadership skills to aid teams to navigate a complex environment and find optimal solutions to achieve business outcomes

Optional (Advantageous) Requirements:

• Tertiary qualification in Project management, Business, IT, Computer Science or related field.
• Agile certification
• Banking and Financial Services experience advantageous.
• PMI / Prince2 Project management certification.