Relationship Manager Property Entrepreneurs Team

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.

Role Overview:

We are seeking a motivated and dynamic Relationship Manager to join our Property Entrepreneurs team at Investec. In this pivotal role, you will be responsible for driving relationships and client outcomes within an existing client portfolio, primarily focused on commercial and real estate transactions. You will also be expected to deliver ancillary targets across our Private Banking product set, supporting clients in achieving their financial objectives.

Key Responsibilities:

Client Engagement:

• Develop and implement a client engagement plan to maximise sales opportunities and enhance face-to-face interactions.
• Continuously review your engagement plan to identify missed opportunities for strengthening client relationships.
• Create strategies that provide exceptional client experiences, ensuring Investec remains top-of-mind for their financial needs.
• Uphold our consumer duty responsibilities, ensuring that what is right for the client results in optimal business outcomes.

Lending Turnover:

• Originate, assess risk, and appropriately price lending opportunities with a focus on:
  • Residential Investment Loans
  • Commercial Investment
  • Mixed-use residential & commercial
  • HMOs
  • Self-build and complicated ownership structures

Sales and Engagement:

• Maintain in-depth knowledge of Investec's offerings, including our Private Client products and partnerships with Rathbones Group.
• Develop expertise in the Real Estate market and private client lead transactions.
• Collaborate with your team leader to refine client engagement plans and drive growth through targeted sales campaigns.
• Work closely with offshore banking teams and other onshore core client groups to share best practices.
• Understand the regulatory and risk environment, ensuring adherence to responsibilities for the business and clients.

Performance Management:

• Meet performance outcomes outlined in your framework, focusing on both quantitative and qualitative aspects.
• Continuously assess performance to identify improvements in commercial outcomes, including contact strategies and referral generation.
• Engage in continuous learning by identifying skills gaps and co-creating development plans with your team leader.

Data, Analytics, and Market Insights:

• Take ownership of client data and leverage CRM tools to drive performance.
• Stay informed about market trends and economic factors that may create sales opportunities.

Core Skills and Knowledge:

• Strong credit risk knowledge and analysis specific to Real Estate transactions.
• Ability to understand complex income structures and underwrite property transactions.
• Proficiency in reviewing valuations, technical due diligence reports, and property-level reports.
• Knowledge of jurisdictional property risks and regulations.
• Excellent communication skills with strong time management and problem-solving abilities.
• Energetic self-starter motivated by client interactions and problem-solving.
• Commercial acumen with the ability to influence and build rapport with clients.
• Resilience and a commitment to continuous learning and adaptation.
• Good economic, geopolitical, and industry knowledge.

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.