At a Glance
- Tasks: Build genuine client relationships and support corporate clients with tailored banking solutions.
- Company: Join Investec, a leading international bank known for its innovative culture.
- Benefits: Enjoy a competitive salary, wellbeing benefits, and a flexible work schedule.
- Other info: Embrace a culture of inclusion and innovation while developing your career.
- Why this job: Make a real impact by delivering exceptional client experiences in a dynamic environment.
- Qualifications: Client-facing experience and strong communication skills are essential.
The predicted salary is between 34650 - 42350 £ per year.
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.
Investec are looking for a Corporate Client Services Associate within Corporate Banking to help deliver the high-touch, personal experience to our clients that sets us apart. Supporting UK and European corporate clients across foreign exchange, fund FX, commodities, rates, money markets, funding partnerships and lending activity, you will take ownership of clients' needs following a transaction and throughout the wider client lifecycle. This is not a traditional high-volume contact-centre position. It is an opportunity to build genuine client relationships, use your judgement and ensure every client feels understood, valued and genuinely looked after.
You will join the Corporate Treasury Client Services team, working closely with Relationship Directors, Service Managers, trading desks and specialist teams across the bank. The role offers broad exposure, meaningful responsibility and the opportunity to develop your career within Client Services.
What will I be doing?
- Take ownership of client enquiries from initial contact through to resolution, coordinating colleagues across the bank and keeping clients informed throughout.
- Build trusted relationships by understanding each client's business, looking beyond the immediate query and identifying what they genuinely need.
- Support clients with payment, platform and servicing queries across a broad range of corporate banking products and markets.
- Help clients use Investec's IX self-service platform confidently, including providing system demonstrations and practical guidance.
- Work closely with Relationship Directors, Service Managers, front-office teams and other specialists to deliver a joined-up client experience.
- Manage client requests, calls and emails effectively, prioritising activity according to urgency and client impact.
- Resolve matters such as non-receipt of funds, unsigned confirmations and client audit report requests accurately and promptly.
- Identify recurring issues, use client feedback to improve the service and escalate quickly when delivery or the client experience is at risk.
What are we looking for?
Personality and approach are central to success in this role. You do not need deep product or transactional banking knowledge. We are looking for someone who brings energy, confidence, empathy and curiosity, and who takes genuine ownership of delivering the right outcome for the client.
What's Essential?
- Experience in a genuinely client-facing service role eg. a junior Relationship Manager, with evidence of building rapport and going beyond simply processing customer queries.
- A strong sense of personal ownership, with the persistence to manage issues through to resolution and follow through on commitments.
- Clear, confident and adaptable communication skills, with the ability to build trusted relationships with clients and colleagues.
- Empathy and curiosity, including the ability to explore what sits behind a client's immediate request and understand what matters to them.
- Sound judgement, analytical thinking and practical troubleshooting skills, supported by strong attention to detail.
- The ability to remain calm under pressure and manage complex or competing client requirements effectively.
- An energetic, enthusiastic and self-motivated approach, with the ability to work independently and collaboratively.
- Integrity, risk awareness and a commitment to treating customers fairly, alongside proficiency in Microsoft Word, Excel, PowerPoint, Teams and Outlook.
What's Desirable?
- Experience within corporate banking, private banking, financial services customer servicing or relationship support.
- An understanding of financial services regulation and the importance of operational risk.
- The ability to explain information simply and clearly without relying on jargon.
- Confidence to challenge existing approaches constructively and suggest practical improvements.
- An outgoing, motivated approach and a willingness to take initiative.
- Strong organisation and multitasking skills, with a consistently detail-focused approach.
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.
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.
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.
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.
Corporate Client Services Associate in London employer: Investec
Investec is an exceptional employer that champions a culture of curiosity and collaboration, making it an ideal place for Financial Planning and Analysis professionals. With a commitment to employee wellbeing, a flexible working model, and a strong focus on diversity and inclusion, we provide ample opportunities for personal and professional growth in the vibrant city of London. Join us to be part of a team that not only drives financial performance but also fosters a sense of belonging and community.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Client Services Associate in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Investec. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Corporate Client Services Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Investec.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Investec's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Investec
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Investec.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Investec will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Investec employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.