Private Client - Intermediary Business Developer

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:

The Private Client team focuses on growing Investec's presence in the high‑net‑worth (HNW) segment by delivering bespoke, relationship‑led banking and lending solutions , supported by a transition toward a market‑leading digital platform that enables a seamless, fintech‑like client experience.

My Impact:

Within this broader remit, the objective of this vacancy is to drive growth specifically through our mortgage offering , using it as a key acquisition tool to attract new HNW clients. This includes day‑to‑day business development and sales account management of mortgage intermediaries to generate high‑quality mortgage originations, while ensuring intermediaries have a strong understanding of our mortgage proposition, target market, product suite and criteria.

The role involves proactively developing and growing relationships with mortgage intermediaries, ensuring each intermediary is appropriately authorised to promote our products and operates in line with the FCA's principles of Treating Customers Fairly and Consumer Duty requirements.

You will promote our mortgage offering to both new and existing brokers to win incremental business, while also identifying and developing new accounts to drive volume. The position includes organising and attending trade exhibitions, seminars and corporate events, as well as gathering market intelligence and competitor insights to support strategic and tactical decision‑making.

In addition, you will review all new enquiries, decline or issue Indicative Terms where appropriate, prepare the required case documentation, and complete a thorough handover to the lending specialist to progress each case through to completion. To ensure your responsibilities regarding Treating Customers Fairly, the Prevention of Financial Crime (including money laundering, identification and reporting of fraud) are carried out effectively and in accordance with the Company's internal policies.

What do I need to bring?

• Relevant selling experience in a business-to-business environment within financial services and mortgage space specifically
• Previous experience of managing IFA and other intermediary trading relationships, and a track record of successfully selling to intermediaries/third parties.
• Product knowledge - with the ability to describe them clearly to the personnel within the intermediary channel, as well as developing a clear understanding of Investec's policies and procedures.
• Presentation skills – able to construct and deliver sales presentations to individuals and/or groups of varying sizes with confidence, conviction and clarity of message.
• Report writing/diary management – ability to convey key messages in a clear and concise manner in written form, either in formal month end reports or ad-hoc reports as required.
• Financial understanding – ability to work with figures and numbers confidently.

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 [email protected] who will be happy to assist.