External Banker - Acquisitions

Travelbyinvestec; Bloemfontein; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Travelbyinvestec in Bloemfontein is seeking a dynamic sales and client-acquisition professional to grow the client base within Investec's target market. You will source new business via cold calling, referrals, and networking, while delivering tailored financial guidance and CRM service to existing clients.

Role requires a high-energy, self-starting mindset with strong business acumen and experience in banking/financial services; tertiary qualification preferred.

Qualifications

• Strong marketing and sales ability.
• High energy, self-starter, disciplined, sales orientated.
• Tertiary qualification preferrable.
• Strong business/financial acumen.
• Client facing experience in Banking/Financial services advantageous.

Responsibilities

• Sourcing new business through cold calling, referrals, networking.
• Meeting specified budgets and targets per activity.
• Delivering a quality CRM service to existing clients.
• Presentation of products and services to clients.
• Providing financial advice on lending, property, secured loans, and treasury/forex.

Skills

Marketing

Sales

Self-starter

Disciplined

Business acumen

Client facing

Education

Tertiary qualification

Tools

Copilot

Job description

Description

Selling to and networking within a specific Investec target market to grow the client base and generate new business through a strong acquisitions focus.

Key Responsibilities

• Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals.
• Meeting specified budget and targets per activity
• Delivering a quality CRM service to existing clients
• Presentation of products and services to clients
• Providing financial advice to clients on:
  • Lending products: including Residential, Commercial Property, Secured loans
  • Local and international banking requirements
  • Treasury and forex
  • Being a connector and an "enabler" for the clients' needs into the other divisions of the Investec Group, eg. Investec Capital Markets, Investec Wealth & Investment, where and when appropriate

Qualifications, Experience and Skills

• Strong marketing and sales ability
• High energy, self-starter, disciplined, sales orientated, structured and focused individual
• Tertiary qualification preferrable
• Strong business/ financial acumen
• Client facing experience in Banking/Financial services advantageous

Proficiency in using AI-enabled productivity tools, such as Copilot, to improve efficiency, generate insight and support decision-making. Applies critical thinking and sound judgement when interpreting outputs, remains accountable for the quality and accuracy of their work

What We Value

At Investec we seek creative, talented people with passion, energy and stamina, who collaborate unselfishly.