Relationship Manager - City Professionals Team

About the Role: 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:

Client Engagement:

• 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.

Sales Strategy & Execution:

• 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.

Performance Management:

• 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.

Data, Analytics, and Market Insights:

• 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 & 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 & Adaptability: Committed to continuous learning and adapting to changing market conditions.
• Empathy & Emotional Intelligence: Understanding client needs and responding appropriately.
• Market Knowledge: Good awareness of economic, geopolitical, and industry trends that impact clients.