Openings at Investec

Description

• We are seeking a dynamic and visionary Banking Team Leader to lead and expand our banking operations across the broader Gauteng area. This is a strategic leadership role for a seasoned business builder who thrives in fast-paced environments and is passionate about driving accelerated growth. This role requires a self-motivated individual dedicated to establishing and expanding a new client network under the Investec brand and being a business builder with willingness to travel.
• The role will include the development of a strategy aligned with the national banking strategy. The successful individual will operate within a unique regional context, implementing plans within the regional context to grow the business. Leadership experience with a focus on delegation and self-management would be advantageous.

Key responsibilities

• Strategic Leadership: Define and execute regional banking strategies aligned with national objectives, with a strong focus on growth and innovation.
• Market Expansion: Spearhead initiatives to capture market share in Gauteng, identifying new opportunities and unlocking untapped potential.
• Business Development: Build and scale banking operations, products, and services to meet evolving client needs and competitive pressures.
• Data-Driven Strategy: Leverage data and analytics to inform strategic decisions, optimize performance, and identify growth levers.
• Complexity Navigation: Lead through ambiguity and complexity, making informed decisions in uncertain environments. This would require being motivated to navigate the change and the unknown. 
• Relationship Management: Cultivate and maintain strong relationships with key stakeholders, clients, and partners to enhance business outcomes.
• Team Leadership: Inspire and manage high-performing teams, fostering a culture of accountability, collaboration, and excellence. 
• Risk Management: Understanding of FSCA and FAIS regulations and a keen eye for ethical conduct.  
• Product Uptake: Knowledge and promotion of full suite of Investec products and understanding of product mix to serve client's needs.

Experience, skills and capability

• Relevant tertiary qualification required
• Experience in leading and managing teams
• Experience in Private Banking
• Proven track record of applying a strategic mindset to business development concerns
• Skilled in developing deep, people-centred and long-term relationships with clients
• Comfortability in a role requiring high-mobility and travel through urban centres in Gauteng
• Growth and sales mindset in support of developing the base for a new business

go to method of application »

Description 

• We are looking for an External Sales Consultant to grow and retain clients for our Corporate Cash Management (CCM) team within the Investec for Intermediaries (IFI) division in Kwa-Zulu Natal. The successful candidate will act as the primary point of contact for IFI clients, optimising our product offerings and enhancing client relationships.

Key Responsibilities

• Act as the main liaison for IFI clients, fostering strong and trusted relationships.
• Deliver exceptional service and proactive feedback to ensure high client retention.
• Drive growth in market share and top-line revenue through strategic client acquisition and retention.
• Customise and communicate the value proposition of CCM products to meet client needs.
• Promote core offerings including Cash and Forex products, while collaborating with Life, Structured Products, and Bespoke Investments teams.
• Develop and execute strategic client engagement plans and marketing initiatives.
• Identify and pursue new business opportunities with both existing and prospective clients.
• Collaborate across the Investec Group to unlock cross-divisional opportunities.
• Represent Investec at client and industry events to build visibility and deepen relationships.
• Track and report on sales performance using CRM tools and analytics.
• Identify upselling and cross-selling opportunities within the existing client base.
• Participate in team meetings and knowledge-sharing sessions to continuously enhance expertise.

Qualifications, Experience and Skills

• Relevant tertiary qualification.
• Minimum of 7+ years' experience in financial services, ideally within the investment sector.
• Strong understanding of the financial advisory landscape, treasury, and Forex.
• Familiarity with structured products and life risk is advantageous.
• Proven track record in client service, relationship management, and sales.
• Solid grasp of currency and interest rate dynamics.
• Ability to interpret financial statements and conduct basic financial analysis.
• Awareness of global markets and the socio-economic and political environment, both locally and internationally.
• Deep knowledge of cash investment products, Forex, and structured products.
• Understanding of regulatory frameworks impacting banking and financial advisory services.
• Ability to engage with stakeholders across various levels—from business principals and directors to advisors, traders, administrators, and compliance officers.
• Self-starter with a collaborative mindset and the ability to drive key business initiatives within a team environment.

go to method of application »

• We are seeking an experienced Technical Digital Analytics Specialist to join the Channel Data & Insights team. Purpose of role Drive data-informed decision-making across Investec's digital estate by optimising, implementing, governing and elevating Adobe's Experience Cloud stack (Adobe Analytics, Launch, Target, AEM and Experience Platform) in combination with the Digital Analytics Platform eco-system. The role blends hands-on technical execution with analytical insight and experimentation leadership to unlock personalised, high-impact experiences for Investec clients 

Experience, skill and capability

Technical Implementation - Data Collection & Insight Generation

• Architect, configure and administer Adobe Target & Analytics (web, mobile app, server-side or applicable SDK). 
• Integrate with AEM, Adobe Analytics (A4T), CDPs, REST APIs, Backend services; ensure robust data layers, mbox/at.js or Web / App SDK implementations, and oversee tagging via Launch o Drive, Optimise and Own end-to-end Analytics implementation via   Adobe Launch, including rule creation, data-layer design, and custom JavaScript for tracking. 
• Configure eVars, props, events and classifications; develop Workspace dashboards and ad-hoc analyses that surface actionable insight. 
• Troubleshoot tracking issues using developer tools. 

Experience Design & Personalisation 

• Build and manage A/B, multivariate, Auto-Allocate and Experience Targeting activities using VEC or code editors. 
• Define audiences, offers and targeting rules, ensuring conflict-free delivery across web and app touch-points. 
• Integrate Target with Adobe Analytics (A4T) to measure uplift, interpret confidence levels and recommend winning variants. 
• Champion a hypothesis-driven testing roadmap and coach product squads on best practice. 

Analysis & Insight Generation 

• Conduct data analysis to identify client behavioural trends, patterns, and insights that support business objectives 
• Design, automate and provide input to data models, KPI dashboards and insight packs that provide timely, accurate performance visibility.
• Craft clear narratives, business cases and optimisation proposals from complex analytics, delivering them to business, technology and leadership stakeholders. 
• Monitor digital initiatives and user engagement, evaluate effectiveness and recommend iterative enhancements based on evidence. 

Optimisation Strategy & Hypothesis driven testing 

• Translate business goals into test hypotheses, prioritising them by potential impact and effort. 
• Define KPIs, sample-size and run-time, then analyse lift and confidence to recommend winners or next iterations 

Content & Data Integration

• Partner with AEM developers to embed Target and Analytics within components, templates and client libraries (HTL/Sightly, Sling, Java). 
• Ensure data-layer consistency across AEM Sites & Assets, workflows and content fragments. 
• Exposure and familiarity with Azure Data 

CDP Enablement 

• Model schemas in XDM, orchestrate data ingestion and configure Real-Time Customer Profiles and  segments for activation in Target and respective Journey optimizer applications. 
• Leverage Query Service / Data Science Workspace for advanced audience and propensity modelling. 

Governance, Compliance & Enablement 

• Audit existing setups, remediate issues, and enforce data-privacy / security standards 
• Enforce data-privacy (GDPR, POPIA, CCPA) and security standards across tagging and personalisation.
• Document implementation solutions, run enablement sessions and evangelise data-driven experimentation culture across Investec. 

Collaboration & Stakeholder Engagement 

• Partner with business users and analysts to configure the fit for purpose technical solution in the context of the Channel Data Analytics eco-system
• Partner with Analysts and Engineers to translate data requirements into experience driven technical solutions 
• Work with Architecture and Application teams to implement scalable, robust solutions

Core Technical Competencies 

• Adobe Experience Cloud ecosystem – A4T reporting, Adobe Analytics segments/metrics, Adobe Launch data layers, AEP audiences
• Experience in FSI recommended
• Adobe Target mastery (VEC/code mode, audience library, Audience Management, Recommendations, Auto-Target/Auto-Allocate, server-side APIs). 
• Front-end proficiency (HTML, CSS, JavaScript/JSON) 
• REST API integration & debugging tools 
• Measurement & statistics – understanding confidence levels, power analysis, attribution and incrementality.
• Solid grasp of web & digital analytics concepts 
• Soft skills – analytical curiosity, storytelling, stakeholder facilitation, and agile project management. 

Preferred skills

• C# / .NET Core / .NET Framework · JavaScript frameworks: ReactJS, Angular · Microservices architecture and event-driven design · Mobile development (React Native, Swift, Android Java)
• AI tools and technologies Personal Attributes 
• Analytical thinker with a passion for data, experimentation and optimisation.
• Clear communicator who translates technical insight into business value.
• Proactive collaborator comfortable working with cross-functional squads (Data, Product, UX, Engineering, Marketing & Compliance). 
• Continuous learner who keeps pace with Experience design and optimization
• Exposure and working experience with AI technologies, toolsets (Advantageous)

go to method of application »

• The solutions architect will need to have a deep understanding of business goals, objectives and business outcomes, business capabilities and business processes. The solution architect must be able to provide the necessary leadership, analysis and design tasks related to support the development of technology solutions to ensure that solutions meet business needs and align with architectural governance and standards. The solutions architect must be able to create deliverables for managing the organization's portfolio of "as is" and "to be" solutions — including systems (applications, processes, and information), shared application services and components to enable and drive targeted business outcomes.

Experience, skills and capability

• Capable of designing and coaching engineering team to build for both high availability and scalability, architecting for failure, working across a broad group of architects to ensure solutions are well designed and alignment to group strategy and technology governance. 
• An excellent knowledge of application integration patterns across a diverse ecosystem of on-prem built applications, COTS and SaaS systems. 
• Either hands on experience of, or a proven fast learner for, architecting applications for the cloud (Azure). 
• Enable others with a focus on knowledge sharing, pairing, presentation and mentoring. 
• Proofed track record working with business stakeholder in help shape business requirements and create awareness of any technical debt
• Proven track record in managing virtual teams
• Experience in leveraging some of the following Enterprise Architecture frameworks i.e. TOGAF, BIZBOK, DM-BOK, BIAN and Azure Well-Architected Framework
• Assisting with the adoption of a lean / agile development mind-set. 
• Working knowledge of some or all of: C#, Java, .Net 4.6 / .Net Core, Angular / React, NodeJS; strong database knowledge (Relational & NoSQL); Cloud; Infrastructure as code 

go to method of application »

Description

• Partnering with, and Providing operational and administrative support to the Wealth Manager

The Result 

• Manage and streamline all administrative processes for the wealth manager.
• Client assistance with; onboarding and account opening, additions and repurchases, adhoc and regular payments from their investment portfolio, loading and processing of payments.
• Manage ad hoc client queries, reporting and administrative matters.
• Note and record client instructions, e.g. investment restrictions, income requirements etc.
• Worked and engage with outside product providers and LISPs. 
• Assist investment manager with client query management and resolution.
• Assist in maintaining internal stakeholder relationships. 
• Attend training seminars – internal and external to ensure that there is continuous professional development.
• Fundamental understanding of asset allocation and the importance of it.
• Understanding of tax planning, Situs Tax, CGT and Income tax knowledge preferable.
• Product and competitor knowledge, proposal preparation

Experience, Skill and Capability 

• Relevant tertiary qualification, and financial planning/investment planning qualification preferable 
• 3+ Years in experience in financial services industry  
• Worked and engaged with outside product providers and LISPs
• Strong communicator with impeccable time management skills  
• Functions effectively under pressure