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Private Client Business Developer (12958)
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.
About the team
This Private Client team is responsible for originating and winning new relationships for Investec's Private Client offering — and the wider Investec Group proposition — with high‑net‑worth (HNW) clients. This role sits within the Entrepreneurs team, with a specific focus on UK‑based HNW entrepreneurs and business owners whose needs often fall outside standard retail or corporate banking models. This role will focus on entrepreneurs, business owners and individuals that align with our target market and sector criteria, driving high‑quality client outcomes and sustainable, long‑term growth.
What will I be doing?
You’ll maintain and regularly review a focused origination plan that reflects our target market and supports ambitious growth. You’ll use data, analytics, business insights and MI to shape your pipeline, track activity and refine your approach.
You’ll actively seek new opportunities from referrals, networking and sector insights, identifying prospects who could benefit from our Private Client solutions or the broader Investec and Rathbones capabilities. You’ll generate new business by embedding yourself in the ecosystems where founders and business owners spend their time: entrepreneur and investor communities (both business and lifestyle focused), sector‑specific events (property investor gatherings, tech and fintech founder meet‑ups, private capital and M&A conferences), invite‑only gatherings, and Investec’s own events, from intimate founder dinners to larger conferences.
Meeting prospective clients, understanding their business journeys and personal objectives, and progressing opportunities through to close will be core to your day‑to‑day.
Collaboration is key — you’ll work closely with Relationship Managers and product specialists to support new client acquisition and facilitate seamless introductions across the group. A strong commercial mindset is essential: you’ll stay close to Investec’s strategic priorities and understand how Private Client contributes to the wider business and our UK entrepreneur strategy, building deep knowledge of our propositions, the external environment and where opportunities exist across the group, including wealth opportunities with Rathbones
What do I need to bring?
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 CareersUK@investec.co.uk who will be happy to assist