Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Description of Role and Key Responsibilities

The primary responsibility of the role is is to maintain strong relationships with existing clients and support the onboarding of new clients acquired by Wealth Managers. This role focuses on servicing, retention, and growth of the Bank's client base, ultimately contributing to increased Assets Under Management (AUM) and related revenues. Additionally, the role encompasses the administrative aspects of the new Direct Client Business team onboarding, with specific responsibilities as outlined below.

General Responsibilities

• Maintain high-quality relationships with existing clients and Wealth Managers, ensuring they receive the highest levels of proactive service.
• Accurately and efficiently carry out all ongoing administrative tasks associated with account relationships, including remediation exercises where applicable.
• Process client buy/sell instructions across all asset classes, including FX and cash deposits.
• Assist in cash management and liquidity requirements, supporting client lending administration.
• Manage all due diligence and onboarding procedures for new clients, ensuring accurate and up-to-date client records, documentation, and reports in accordance with the Bank's policies.
• Collaborate with Wealth Managers on ongoing KYC exercises and account reviews, ensuring compliance with regulatory requirements.
• Support Wealth Managers in the preparation of NBFs for final sign-off.

Accountabilities

• Ensure all business is conducted in accordance with the rules, guidelines, and expectations of the Swiss Financial Market Supervisory Authority (FINMA) and Investec's compliance guidelines.
• Align business practices with Investec values, including collaboration, integrity, and a commitment to treating customers fairly.
• Participate in annual client portfolio performance reviews alongside the Discretionary Management team and Group Relationship Manager.
• Oversee queries related to client accounts on operational topics, ensuring appropriate service levels for payments, securities transfers, trade settlements, corporate actions, and client reporting.
• Refer client relationships to other Investec Group members to enhance client relevance and deepen Investec's presence in client relations.

Core Skills and Knowledge

• Service-oriented and client-centric individual.
• Comprehensive understanding of the products and services offered by the International Wealth & Investment Management business.
• Detail-oriented with strong analytical and time management skills.
• Ability to thrive in high-pressure, deadline-driven environments, demonstrating excellent organisational skills and resilience.
• Capacity to work collaboratively in a challenging environment, prioritising workloads and leading by example.
• Active learning mindset, with an understanding of the implications of new information.
• Degree-educated and/or possessing relevant industry experience.
• CWMA Certificate preferred.

Core Competencies

• Understand and adhere to all relevant compliance considerations, including the regulatory environment and associated processes.
• Implement Investec Investment team and business procedures, contributing to internal forums and issue escalation as necessary.
• Identify and assess relevant material business risks.

Note: CVs and data will be managed, processed, and stored in the UK. By applying, you, as the candidate, agree to this.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.