Relationship Manager

Investec – Where Out of the Ordinary Happens

At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

About the team:

Drive Growth. Build Relationships. Shape the Future.

Join us as a Private Client Sales & Relationship Manager and play a key role in the next stage of our growth journey. With ambitious targets to exponentially grow our UK Private Clients business over the next five years we are looking for exceptional people to help make it happen.

In this role, you will:

• Win new business and build a portfolio of high-net worth clients.
• Partner with clients to deliver solutions that meet their complex and evolving financial needs.

We're in growth mode — and are looking for driven, commercially minded professionals with a proven record of developing relationships and generating new business. You don't need to come from financial services; what matters most is your ability to connect, influence and deliver results.

What will I be doing?

Clients:

• Develop a client engagement plan for your portfolio that maximizes sales opportunities, income, and face-to-face interactions.
• Regularly review your engagement plan to identify missed opportunities for engagement and to strengthen client relationships.
• Create strategies that deliver an exceptional client experience, ensuring that Investec remains top-of-mind for any of their financial needs.
• Ensure all client outcomes are underpinned by our consumer duty responsibilities—what is right for the client will result in the right business outcomes.

Sales & Engagement:

• Maintain in-depth knowledge of Investec's proposition, including our Private Client products and our partnership with Rathbones Group, as well as the broader group offerings.

Performance:

• Meet the performance outcomes set out in your performance framework on both a quantitative and qualitative basis.
• Continuously assess and enhance performance to improve commercial outcomes, including contact strategies, pitching, asking for referrals, and converting opportunities into transactions.
• Engage in ongoing learning by working with your team leader to identify skills gaps and co-create development plans to address these.

Data, Analytics, and Market Insights:

• Take ownership of your client data and utilise CRM tools as a core aspect of your role. Use business insights to drive performance.
• Stay current with market trends and economic factors that may create sales opportunities and enhance client engagement.

What do I need to bring?

• Strong communication skills
• Excellent time management, attention to detail, and problem-solving abilities
• Energetic self-starter motivated by interaction with and problem-solving for clients
• Commercial acumen and the ability to influence
• Ability to build rapport with clients
• Resilience and a commitment to continuous learning and adaptation
• Empathy and emotional intelligence
• A good understanding of economic, geopolitical, and industry knowledge

What's in it for me?

At Investec, you'll be empowered to bring your authentic self, contribute new ideas, and grow alongside colleagues who share your drive for excellence. You will be part of a collaborative and creative culture where we encourage and are committed to sustainability across our global business. You will share in our purpose of creating enduring worth and together, we'll achieve things tomorrow that hardly seem possible today.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

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. You can find a list of our benefits here

Embedded in our culture is a sense of belonging and inclusion. 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. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you.

Your unique perspective and experience could be exactly what we are looking for. Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

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.