Private Client Business Developer

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 selling the Private Client offering — and the wider Investec Group proposition — to prospective clients. The team focus on individuals and businesses that align with our target market and sector criteria, driving highquality client outcomes and sustainable commercial growth.

My Impact:

You'll maintain and regularly review an active sales plan that reflects the needs of our target market and supports business growth. This will include using data, analytics, Business Insights and MI to shape your pipeline, monitor activity and continually refine your approach.

You'll actively seek new opportunities — from referrals, networking and sector insights — identifying prospects who could benefit from Private Client solutions or broader Investec capabilities. Meeting prospective clients, understanding their objectives and progressing opportunities will be a core part of your daytoday work. Every interaction will be guided by our Consumer Duty responsibilities, ensuring the right outcomes for clients and the business.

You'll own and manage CRM data for all prospective clients, ensuring timely follow up and a consistent, forward looking pipeline. Collaboration is key — you'll work closely with Relationship Managers to support new client acquisition and facilitate seamless introductions across the group.

A strong commercial mindset is important. You'll stay connected to Investec's strategic priorities and understand how Private Client contributes to the wider business. You'll build deep knowledge of our proposition, the external environment and where opportunities exist across the group, including wealth opportunities with Rathbones.

Performance expectations will be set out in your performance framework, and you'll regularly review your outcomes to identify improvements — whether in contact strategy, pitching, referrals or conversion. With support from your leader, you'll take an active role in your ongoing learning and development.

What do I need to bring?

• Proven experience in sales, networking, origination and business development, especially with HNW (high net worth) clients
• The ability to influence effectively, progress conversations and close sales.
• Innovative in finding leads and new business
• Clear, confident communication skills and the ability to build trusted client relationships.
• A commitment to acting with integrity and treating customers fairly.
• Strong commercial acumen
• High emotional intelligence and empathy.
• Excellent time management and planning skills.
• Technical banking knowledge (desirable)

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