External Banker (Medical)

Investec; Durban; On-site; ZAR 500,000 - 800,000; Full time

Job summary

Investec seeks a professional with strong financial services background to maintain client relationships and drive Private Banking product sales. The role requires expertise in client management, compliance, and market analysis, targeting high net worth clients in the Medical space. This position offers an opportunity to enhance client experiences while contributing to achieving financial targets.

Qualifications

• Minimum 3-4 years of financial services experience.
• Relevant accounting qualifications (B Com).

Responsibilities

• Retain and maintain strong client relationships in the Medical space.
• Market and sell Private Banking products according to budget.
• Analyze financial statements and structure deals.

Skills

Financial services experience

Client management

Cross-selling

Analytical skills

Education

B Com (Accounting II)

B Com HONS

Job description

Job Location : KwaZulu-Natal, Durban Deadline : August 09, 2025

Description of the role

• Retain and maintain strong relationships with existing clients in the Medical space.
• Proactively cross-sell the full Private Bank offerings and position the Investec Group.

Skills, Experience, and Education

• Minimum 3–4 years of financial services experience.
• B Com (Accounting II) / B Com HONS.

The Result

• Market and sell all Private Banking products according to budget, with in-depth knowledge of banking products.
• Source deals across all Product houses aligned with business strategy, including analysis of client spend behaviors.
• Meet targets for activities such as Lending, Treasury, Forex, etc.
• Present products and services to clients.
• Identify clients' needs.
• Apply first line of credit considering target market and serviceability for transactional banking products.
• Analyze financial statements and structure deals.
• Input and influence strategic direction to enhance High Net Worth client experience.
• Drive proactive client contact and manage expectations.

Client Management and Experience

• Provide high-quality client service professionally and efficiently.
• Maintain proactive client contact and manage expectations.
• Retain clients through excellent service and feedback.
• Act as a connector and enabler for clients' needs within other divisions of the Investec Group.
• Prepare and present deals to the Credit forum.
• Mitigate credit risk by acting as the first line of credit.
• Ensure compliance and regulatory adherence in all dealings.
• Maintain confidentiality at all times.