Overview

External Banker; High Net Worth Jobs in Stellenbosch, South Africa at Investec

Position: External Banker (High Net Worth)

We are committed to diversity and inclusion when recruiting internally and externally. Preference will be given to employment equity candidates

Description of the role

The banker role is within the HNW International Team based in Winelands (Stellenbosch and Paarl ). The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell the Investec Bank Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet/business structures/family structures) and the ability to identify opportunities is a key competency required in this role.

Description of your skills required and experience

  • Relevant Tertiary Degree (Preferably B Acc/ CA (SA), MBA, CFA, CIMA)
  • Min 5 – 6 years financial services experience
  • Ability to network within the organization (Investec Wealth and Investment as well as the Specialist Bank functions in South Africa)
  • Engaging and interacting with International geographies of Investec Bank, as networking and connecting clients is critical for this role.
  • Experience in Wealth Management and Structured Property Finance will be advantageous.
  • Awareness and management of compliance and regulatory frameworks in all dealings with clients
  • People skills, with a specific passion for socializing and networking.
  • Strong written and verbal communication skills
  • Ability to work well under pressure and within a team environment.
  • Excellent analytical and quantitative skills

    • The Result

    Investec is looking for an individual who is commercially minded, passionate about client service and growth who will support Investec’s business strategy through an out of the ordinary Private Banking service offering.

    An individual who is mature and entrepreneurial. An analytical thinker who is client-centric and solution driven.

  • Sourcing new clients, extracting value from an existing client base, and building a sustainable business network for referrals.
  • Meeting specified budgets and targets per the Investec Bank product offering.
  • Delivering a quality client service to existing clients.
  • Articulating the International Investec Private Bank Value Proposition (Bank, Save, Borrow, Invest, Protect)
  • Being a connector and a coverage role for the clients’ needs into the other divisions of the Investec Group, Investec Corporate and Investment Bank, Investec Wealth & Investment, as well as frequent engagement with International geographies is also a requirement to achieve successful outcomes.

    • Investec Culture

    At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking.

    We value individuals who in turn value our that is, a can-do attitude while challenging convention.

    Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.

    Title: External Banker; High Net Worth

    Company: Investec

    Location: Stellenbosch, South Africa

    Category:

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