Latest Jobs at Investec

Description

• Investec is looking for a Team Lead who will be responsible for managing the development, maintenance, and support of information technology solutions, that are required to meet the current and future technological needs of the business. The role is primarily focused on looking after the Investec Digital Onboarding team.

Key Responsibilities

• Drive the architectural roadmap and application lifecycle management for the set of applications in your portfolio
• Refine and decouple application capabilities aligned with group Technical Functional Capabilities, including roadmap for the future state of those capabilities in line with the business strategy
• Lead, mentor, coach and grow a high-performing team of developers, testers, support analysts and business analysts in a dynamic, fast-paced environment
• End to end accountability for all aspects of the application lifecycle, target architecture, solution design, build and operations (includes support and maintenance) of the applications in the portfolio
• Instill a culture of ownership, continuous improvement, and quality in the team
• Ensure that the architectural roadmap aligns with the broader Investec technical strategies and ownership of the Client Tech capability roadmap
• Build trusted relationships with the Client Tech leadership, tech partners, business partners and stakeholders
• Responsible for the management of all vendors providing applications / services to this portfolio
• Responsible for end-to-end delivery of initiatives
• Overall cost management of the applications and vendor commercials including the creating and maintain of budgets
• Responsible to ensure that capacity planning is adequately allocated
• Responsible for the end-to-end procurement of new off-the-shelf products into Investec where necessary
• Responsible for the delivery and the leading of a high-performing team which includes performance management

Experience, skills and capability

• IT Degree or Diploma
• A self-starter with an entrepreneurial spirit
• 7+ years of experience in the IT field
• 2+ years of experience leading a team
• A natural communicator who can engage with both engineers and business partners
• Strong stakeholder and vendor management
• 2 years or more experience in a similar role with an in-depth understanding of the IT SDLC life cycle and project methodologies
• Technical experience and familiarity with web and app development and technologies such as DotNet, Kubernetes, Angular, GitLab, Microsoft Azure, Dynatrace etc.

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Description

• The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International. 
• The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.
• The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.
• The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.
• This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.
• If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key responsibilities

• As a Cross-Border Tax Advisor, you will deliver high-quality tax advice across both South African and international contexts. You will play a leadership role in structuring engagements, contributing to internal technical development, and maintaining the highest standard of tax output.

Your responsibilities will include:

• Delivering domestic and cross-border tax advice to high-net-worth individuals, families, and business owners.
• Preparing and signing technical memoranda, planning reports, and tax opinions.
• Liaising with clients, family offices, legal advisors, and external tax experts.
• Providing technical mentorship.
• Leading client engagements with HNW and UHNW individuals, families, family offices, and corporates.
• Contributing to the team's thought leadership through training, technical updates, and written insights.
• Liaising with the Technical Committee and contributing to internal technical training, toolkits, articles and newsletters.
• Identifying structuring opportunities aligned with Investec's broader client strategy, including entrenching the client and relationship deepening.

Experience, skills and capability

• LLB, BAcc, BCom Law, Chartered Accountant or equivalent qualification.
• Postgraduate diploma in tax or international tax law is essential.
• Experience in corporate tax or restructuring is advantageous but not essential.
• Minimum 10 years' experience in tax advisory with demonstrable exposure to international private client work.
• Proven ability to sign off complex tax advice and assume technical responsibility for structuring output.
• Strong working knowledge of SA tax, global tax frameworks and double taxation agreements.
• Experience working with high-net-worth individuals, multi-jurisdictional families, and/or family office structures.
• Excellent drafting, research, and analytical skills.
• Client-focused, with the ability to balance precision with practical execution.
• Confident presenter and advisor, comfortable engaging with both clients and peers.
• Comfortable operating in a high-accountability, relationship-driven environment.

go to method of application »

Description

• The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International. 
• The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.
• The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.
• The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.
• This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.
• If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key responsibilities

• As a Cross-Border Tax & Fiduciary Advisor, you will work under the guidance of senior advisors, supporting the delivery of high-quality tax, estate, and fiduciary solutions to Investec's high-net-worth and ultra-high-net-worth clients. This is a development-focused role, offering meaningful exposure to complex, cross-border matters and the opportunity to grow into a full advisory capacity over time.

Your responsibilities will include:

• Assisting senior advisors in preparing client-facing proposals, reports, and structuring memorandums.
• Conducting technical research on South African and international tax laws, exchange control regulations, and fiduciary planning structures.
• Supporting the drafting and review of estate planning documents including wills, trust deeds, loan agreements, and related legal instruments.
• Preparing first-draft exchange control applications and assisting with submissions.
• Coordinating implementation tasks under the supervision of senior team members, including facilitation with external advisors.
• Attending client meetings, capturing meeting notes, and managing follow-up actions.
• Liaising with internal support areas and Investec product houses (e.g., Private Bank, Life, Wealth, Exchange Control) to facilitate client deliverables.
• Tracking legislative and regulatory updates and contributing summaries for internal knowledge sharing.
• Assisting in the drafting of internal newsletters, thought pieces, or technical content under guidance.
• Helping maintain internal technical toolkits and client file systems.
• Providing logistical and technical support for internal training sessions and presentations.
• Building relationships with internal stakeholders to support client delivery and collaboration.

This is a development-focused role, offering meaningful exposure to complex cross-border matters, with a clear pathway to    growing into a full advisory capacity:

• Identify structuring opportunities that support client acquisition, retention, and cross-sell strategies.
• Understand and apply current tax and trust legislation, both domestic and offshore.
• Build confidence in navigating global tax trends and their relevance to private clients.

Experience, skills and capability

• Bachelor's degree (LLB, BCom Law, BCom Accounting or equivalent) with tax-related subjects.
• Postgraduate diploma in tax or CFP® designation is an advantage (not mandatory). 
• 0–5 years of relevant experience in tax, legal, accounting, or fiduciary environments (including articles or internships).
• Accounting graduates or junior CAs(SA) with an interest in private client advisory are welcome to apply.
• Law graduates or admitted attorneys with an interest in tax, estate planning, and structuring are equally encouraged to apply.
• Proactive and intellectually curious, with a strong willingness to learn and grow into a full advisory role.
• Sound legal and/or tax research and analytical skills.
• Clear, concise writing and drafting ability.
• Excellent time management; comfortable managing multiple deadlines under pressure.
• Collaborative, solutions-oriented team player with high attention to detail.
• Passionate about private client work, with a desire to develop deep expertise in tax, estate, and fiduciary planning.

go to method of application »

Description

• The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International. 
• The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.
• The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.
• The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.
• This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.
• If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key responsibilities

• As a Cross-Border Tax & Fiduciary Advisor, you will be responsible for drafting and delivering complex structuring mandates involving international tax, exchange control, and estate planning matters. You will play a key role in driving advisory outcomes, mentoring colleagues and ensuring high technical standards across the team's output.

Your responsibilities will include:

• Delivering bespoke, high-quality structuring advice involving domestic and cross-border tax, global estate planning, situs and probate, and exchange control considerations.
• Preparing detailed advisory memorandums, tax opinions, and structuring proposals.
• Overseeing the implementation of recommendations, including coordination with legal, fiduciary, and banking partners.
• Providing technical mentorship and review support for team members.
• Leading client engagements with HNW and UHNW individuals, families, family offices, and corporates.
• Drafting and reviewing complex exchange control applications and liaising with SARB (via Authorised Dealers).
• Liaising with the Technical Committee and contributing to internal technical training, toolkits, articles and newsletters.
• Identifying structuring opportunities aligned with Investec's broader client strategy, including entrenching the client and relationship deepening.

Experience, skills and capability

• LLB, BAcc, BCom Law, Chartered Accountant or equivalent qualification.
• Postgraduate diploma in tax or international tax law is essential. CFP® or STEP designation is advantageous.
• Minimum 7 years' experience in tax advisory with demonstrable exposure to international private client work.
• Proven ability to sign off complex tax advice and assume technical responsibility for structuring output.
• Strong working knowledge of SA tax, global tax frameworks, exchange control, and fiduciary instruments.
• Experience working with high-net-worth individuals, multi-jurisdictional families, and/or family office structures.
• Excellent drafting, research, and analytical skills.
• Client-focused, with the ability to balance precision with practical execution.
• Confident presenter and advisor, comfortable engaging with both clients and peers.

go to method of application »

Description

• The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International. 
• The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.
• The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.
• The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.
• This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.
• If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key responsibilities

• As a Cross-Border Tax & Fiduciary Advisor, you will be responsible for drafting and delivering complex structuring mandates involving international tax, exchange control, and estate planning matters. You will play a key role in driving advisory outcomes, mentoring colleagues and ensuring high technical standards across the team's output.

Your responsibilities will include:

• Delivering bespoke, high-quality structuring advice involving domestic and cross-border tax, global estate planning, situs and probate, and exchange control considerations.
• Preparing detailed advisory memorandums, tax opinions, and structuring proposals.
• Overseeing the implementation of recommendations, including coordination with legal, fiduciary, and banking partners.
• Providing technical mentorship and review support for team members.
• Leading client engagements with HNW and UHNW individuals, families, family offices, and corporates.
• Drafting and reviewing complex exchange control applications and liaising with SARB (via Authorised Dealers).
• Liaising with the Technical Committee and contributing to internal technical training, toolkits, articles and newsletters.
• Identifying structuring opportunities aligned with Investec's broader client strategy, including entrenching the client and relationship deepening.

Experience, skills and capability

• LLB, BAcc, BCom Law, Chartered Accountant or equivalent qualification.
• Postgraduate diploma in tax or international tax law is essential. CFP® or STEP designation is advantageous.
• Minimum 7 years' experience in tax advisory with demonstrable exposure to international private client work.
• Proven ability to sign off complex tax advice and assume technical responsibility for structuring output.
• Strong working knowledge of SA tax, global tax frameworks, exchange control, and fiduciary instruments.
• Experience working with high-net-worth individuals, multi-jurisdictional families, and/or family office structures.
• Excellent drafting, research, and analytical skills.
• Client-focused, with the ability to balance precision with practical execution.
• Confident presenter and advisor, comfortable engaging with both clients and peers.

go to method of application »

Description

• The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International. 
• The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.
• The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.
• The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.
• This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.
• If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key responsibilities

• As a Cross-Border Tax & Fiduciary Advisor, you will work under the guidance of senior advisors, supporting the delivery of high-quality tax, estate, and fiduciary solutions to Investec's high-net-worth and ultra-high-net-worth clients. This is a development-focused role, offering meaningful exposure to complex, cross-border matters and the opportunity to grow into a full advisory capacity over time.

Your responsibilities will include:

• Assisting senior advisors in preparing client-facing proposals, reports, and structuring memorandums.
• Conducting technical research on South African and international tax laws, exchange control regulations, and fiduciary planning structures.
• Supporting the drafting and review of estate planning documents including wills, trust deeds, loan agreements, and related legal instruments.
• Preparing first-draft exchange control applications and assisting with submissions.
• Coordinating implementation tasks under the supervision of senior team members, including facilitation with external advisors.
• Attending client meetings, capturing meeting notes, and managing follow-up actions.
• Liaising with internal support areas and Investec product houses (e.g., Private Bank, Life, Wealth, Exchange Control) to facilitate client deliverables.
• Tracking legislative and regulatory updates and contributing summaries for internal knowledge sharing.
• Assisting in the drafting of internal newsletters, thought pieces, or technical content under guidance.
• Helping maintain internal technical toolkits and client file systems.
• Providing logistical and technical support for internal training sessions and presentations.
• Building relationships with internal stakeholders to support client delivery and collaboration.

This is a development-focused role, offering meaningful exposure to complex cross-border matters, with a clear pathway to    growing into a full advisory capacity:

• Identify structuring opportunities that support client acquisition, retention, and cross-sell strategies.
• Understand and apply current tax and trust legislation, both domestic and offshore.
• Build confidence in navigating global tax trends and their relevance to private clients.

Experience, skills and capability

• Bachelor's degree (LLB, BCom Law, BCom Accounting or equivalent) with tax-related subjects.
• Postgraduate diploma in tax or CFP® designation is an advantage (not mandatory). 
• 0–5 years of relevant experience in tax, legal, accounting, or fiduciary environments (including articles or internships).
• Accounting graduates or junior CAs(SA) with an interest in private client advisory are welcome to apply.
• Law graduates or admitted attorneys with an interest in tax, estate planning, and structuring are equally encouraged to apply.
• Proactive and intellectually curious, with a strong willingness to learn and grow into a full advisory role.
• Sound legal and/or tax research and analytical skills.
• Clear, concise writing and drafting ability.
• Excellent time management; comfortable managing multiple deadlines under pressure.
• Collaborative, solutions-oriented team player with high attention to detail.
• Passionate about private client work, with a desire to develop deep expertise in tax, estate, and fiduciary planning.
•