Overview

As a Relationship Manager at Investec, you will play a pivotal role in driving sales and fostering sustainable commercial outcomes from your client portfolio.Responsibilities

Develop and implement a proactive client engagement plan designed to maximise sales opportunities and increase income through face-to-face interactions.Regularly review and refine your engagement plan to identify missed opportunities for strengthening client relationships and driving sales.Create strategies that deliver exceptional client experiences, ensuring Investec remains top-of-mind for all their financial needs.Gain in-depth knowledge of Investec\''s product offerings, including Private Client products and our partnership with Rathbones Group, to effectively position solutions that meet client needs.Collaborate with your team leader to continuously develop and enhance your client engagement strategies, ensuring you connect with as many clients as possible.Drive growth in your client portfolio through targeted sales campaigns and initiatives.Work closely with offshore banking teams (IBCI, IBSAG) and other onshore client groups to share best practices and enhance sales effectiveness.Meet and exceed performance outcomes outlined in your performance framework, focusing on both quantitative sales targets and qualitative relationship-building metrics.Continuously assess your performance and identify areas for improvement, including contact strategies, pitching techniques, referral generation, and converting leads into transactions.Commit to ongoing learning and development by collaborating with your team leader to identify skills gaps and co-create plans to address them.Take ownership of your client data and leverage CRM tools to drive sales performance and client engagement.Stay informed about market trends and economic factors that may create new sales opportunities, ensuring you can effectively engage with clients.Required Skills

Exceptional Communication Skills: Ability to articulate ideas clearly and persuasively to clients.Time Management and Attention to Detail: Strong organisational skills to manage multiple client relationships effectively.Energetic Self-Starter: Motivated by direct client interactions and passionate about solving their financial challenges.Commercial Acumen: Ability to influence client decisions and drive sales outcomes.Rapport Building: Skilled at establishing trust and rapport with clients to foster long-term relationships.Resilience and Adaptability: Committed to continuous learning and adapting to changing market conditions.Empathy and Emotional Intelligence: Understanding client needs and responding appropriately.Market Knowledge: Good awareness of economic, geopolitical, and industry trends that impact clients.Seniority level

Mid-Senior levelEmployment type

Full-time

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