Relationship Manager - City Professionals Team (12403)

Investec; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading specialist bank in the UK seeks a Private Client Sales & Relationship Manager to drive growth in their Private Clients business. The successful candidate will manage high-net-worth clients, deliver tailored financial solutions, and be part of a collaborative and entrepreneurial environment. This role involves developing strategies for client engagement and maximizing sales opportunities while maintaining a strong focus on client experience and regulatory compliance.

Benefits

Wellbeing Subsidy

Corporate Gym Membership

Non-contributory Pension

Discretionary Bonus

Life Assurance

Season Ticket Loan

Qualifications

• Energetic self-starter motivated by interaction with clients.
• Commitment to continuous learning and adaptation.
• Good understanding of economic and industry knowledge.

Responsibilities

• Win new business and build a portfolio of high-net-worth clients.
• Partner with clients to deliver tailored financial solutions.
• Develop a client engagement plan to maximize sales opportunities.

Skills

Strong communication skills

Excellent time management

Commercial acumen

Ability to build rapport with clients

Resilience

Empathy

Job description

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

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.

Drive Growth. Build Relationships. Shape the Future.

Join us as a Private Client Sales & Relationship Manager and play a key role in the next stage of our growth journey. With ambitious targets to exponentially grow our UK Private Clients business over the next five years we are looking for exceptional people to help make it happen.

In this role, you will:

• Win new business and build a portfolio of high-net worth clients.
• Partner with clients to deliver solutions that meet their complex and evolving financial needs.
• Shape our proposition and influence how we serve the next generation of private clients.

We're in growth mode - and are looking for driven, commercially minded professionals with a proven record of developing relationships and generating new business. You don't need to come from financial services; what matters most is your ability to connect, influence and deliver results.

Responsibilities

Clients:

• Develop a client engagement plan for your portfolio that maximizes sales opportunities, income, and face-to-face interactions.
• Regularly review your engagement plan to identify missed opportunities for engagement and to strengthen client relationships.
• Create strategies that deliver an exceptional client experience, ensuring that Investec remains top-of-mind for any of their financial needs.
• Ensure all client outcomes are underpinned by our consumer duty responsibilities-what is right for the client will result in the right business outcomes.

Sales & Engagement:

• Maintain in-depth knowledge of Investec's proposition, including our Private Client products and our partnership with Rathbones Group, as well as the broader group offerings.
• Actively collaborate with your team leader to continually refine your client engagement plans to ensure maximum outreach to clients.
• Drive growth of your client portfolio through targeted sales campaigns.
• Collaborate with offshore banking teams (IBCI, IBSAG) and other onshore core client groups to share best practices.
• Understand the regulatory and risk environment, ensuring adherence to responsibilities for the business, yourself, and your clients.

Performance:

• Meet the performance outcomes set out in your performance framework on both a quantitative and qualitative basis.
• Continuously assess and enhance performance to improve commercial outcomes, including contact strategies, pitching, asking for referrals, and converting opportunities into transactions.
• Engage in ongoing learning by working with your team leader to identify skills gaps and co-create development plans to address these.

Data, Analytics, and Market Insights:

• Take ownership of your client data and utilise CRM tools as a core aspect of your role. Use business insights to drive performance.
• Stay current with market trends and economic factors that may create sales opportunities and enhance client engagement.

Required Skills

• Strong communication skills
• Excellent time management, attention to detail, and problem-solving abilities
• Energetic self-starter motivated by interaction with and problem-solving for clients
• Commercial acumen and the ability to influence
• Ability to build rapport with clients
• Resilience and a commitment to continuous learning and adaptation
• Empathy and emotional intelligence
• A good understanding of economic, geopolitical, and industry knowledge

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.