New Business Developer- BCB- PTA

Investec Travel; Pretoria; On-site; ZAR 900,000 - 1,800,000; Full time

Job summary

Travelbyinvestec in South Africa seeks a New Business Developer within Investec Business & Commercial Banking to originate and convert new clients through a disciplined acquisitions approach, focusing on mid-market opportunities and multi-product solutions.

You will build a high-quality pipeline, conduct structured client discovery, analyze financial statements, and collaborate with risk, credit, and specialist teams to deliver CVP proposals.

Qualifications

• B.Com degree or relevant finance qualification.
• FAIS accreditation required to operate as a licensed representative.
• Proven mid-market business development experience (R30m – R500m+ turnover).
• Strong understanding of commercial banking and credit principles.
• Experience with Trade Finance, Asset Finance, and transactional banking products is advantageous.
• Established professional network within defined industry sectors.

Responsibilities

• Originate and maintain a structured mid-market pipeline.
• Source new clients via outreach, referrals, and industry engagement.
• Present opportunities at forums with clear business model and mitigants.
• Assess profitability, cash flow, and debt serviceability.
• Collaborate with Credit and specialist teams.
• Drive cross-divisional ecosystem banking and multi-product engagement.

Skills

B.Com degree

FAIS accreditation

Mid-market business development

Financial statement analysis

Credit structuring

Stakeholder engagement

Cross-functional collaboration

Education

B.Com degree

FAIS accreditation

Job description

Role description

The New Business Developer is responsible for originating and converting new business clients for Investec Business & Commercial Banking through a disciplined, solution-led acquisitions approach.

The role focuses on building a high-quality pipeline of mid-market clients, identifying transactional, lending, investments and insurance opportunities, and positioning Investec as a differentiated banking partner through deep client understanding, strategic solutioning, and cross-divisional collaboration.

This is not a product-push role. The incumbent must demonstrate the ability to diagnose client needs, structure appropriate solutions, and convert opportunities into long-term, multi-product relationships within the Investec Group.

Responsibilities

• New Business Origination & Pipeline Management
  • Develop and execute a structured acquisition strategy within a defined mid-market target segment.
  • Build and maintain a continuous, qualified pipeline aligned to Investec's risk appetite.
  • Source new clients through direct outreach, networking, referrals, and industry engagement.
  • Present opportunities at New Business Forum and Deal Forum with clear articulation of business model, risks and mitigants.
  • Drive signed Letters of Intent (where applicable)
• Client Engagement & Solutioning
  • Conduct structured client discovery to identify full banking requirements and opportunities.
  • Analyse financial statements and cash flow drivers before recommending solutions.
  • Position Investec as a strategic partner.
  • Engage specialist teams as required.
• Commercial & Credit Discipline
  • Assess profitability, cash flow sustainability and debt serviceability.
  • Apply first-line credit judgment aligned to target market criteria.
  • Partner with Credit teams to structure bankable, risk-appropriate facilities.
  • Present full CVP proposals including appropriate pricing structures for a sustainable return on capital.
• Collaboration & Cross-Sell Enablement
  • Act as a connector across the Investec Group.
  • Drive ecosystem banking and multi-product engagement.
  • Demonstrate measurable cross-divisional collaboration.

Qualifications, Experience and Skills

• B.Com degree or relevant finance qualification (advantageous).
• FAIS accreditation (required to operate as a licensed representative for intermediary services across long‑and short‑term deposits).
• Proven business development experience within the mid‑market segment (R30m – R500m+ turnover), with a strong track record in originating, structuring and closing transactions.
• Solid understanding of commercial banking solutions, including transactional capabilities, working capital, asset‑backed lending, debt structuring and related credit principles.
• Strong financial acumen with the ability to interpret and analyse financial statements.
• Exposure to Trade Finance, Import Solutions, Asset Finance, and transactional banking products such as merchant acquiring, debit order collections, corporate credit cards, overdrafts and system integrations (advantageous).
• Experience working with high‑growth entrepreneurial businesses and an established professional network within defined industry sectors (advantageous).
• Demonstrated negotiation capability and confidence engaging with multiple internal and external stakeholders.
• Ability to operate independently while contributing effectively within a collaborative, high‑performance team environment.

Key Competencies

• New Business Development & Sales
• Commercial Acumen
• Structured Thinking
• Relationship Building & Depth
• Collaboration
• Resilience & Drive
• Adaptability

What We Value

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