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For Companies At a Glance
- Tasks: Engage clients, develop strategies, and drive sales for financial services.
- Company: Investec is a dynamic financial services company focused on client relationships and innovative solutions.
- Benefits: Enjoy perks like private medical cover, gym discounts, and a supportive work culture.
- Why this job: Join a team that values inclusion, creativity, and personal growth while making a real impact.
- Qualifications: Looking for energetic self-starters with strong communication skills and a knack for problem-solving.
- Other info: Continuous learning and development opportunities to enhance your career.
The predicted salary is between 36000 - 60000 £ per year.
Overview
The Relationship Manager will be responsible for developing sustainable commercial outcomes from a client portfolio, building trusted partner status with clients.
Responsibilities
- Have a client engagement plan for your client base which will maximise sales opportunities, income and face to face interactions.
- Ensure your engagement plan is constantly reviewed to understand where opportunities have been missed to engage with, and strengthen, relationships with our clients.
- Develop strategies that create an exceptional client experience and outcome for your clients, so we are front of mind for any of their financial needs.
- Ensure that all client outcomes are underpinned by our consumer duty responsibilities – what is right for the client will result in the right business outcomes.
- Have in depth knowledge of Investec\’s proposition – our Private Client products, how we partner with Rathbones group as well as the wider group offering.
- Actively work with your team leader to develop and continuously review your client engagement plans to ensure we are meeting as many of our clients as possible.
- Actively compete in and drive growth of your book through sales campaigns.
- Collaborate and share best practice with our offshore banking teams (IBCI, IBSAG) and other on-shore core client groups.
- Have a thorough understanding of the regulatory and risk environment and what responsibilities you have in adhering to the right outcomes for the business, yourself and your clients.
- Constantly review performance to find ways to improve commercial outcomes including contact strategies, pitching, asking for referrals, and converting opportunities into transactions.
- Continuous learning – work with your team leader to identify skills gaps and co-create development plans to close these.
Data, Analytics and Market Insights
- Data – ownership of your client data and use of CRM is a core aspect of this role. Use business insights to drive performance.
- Ensure you are up to date with market trends and economic factors that may create opportunities for sales and engagement with your clients.
- Strong communication skills
Qualifications & Skills
- Time management, attention to detail & problem solving abilities
- Energetic, self-starter motivated by time spent with, and solving problems for, clients
- Commercial acumen & ability to influence
- Ability to build rapport with clients
- Resilience, continuous learning and adaptation
- Empathy and emotional intelligence
- Good economic, geo-political and Industry knowledge
- 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.
Benefits
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.
- Pension
- Private Medical Cover
- Virtual GP
- Gym Discounts
- Psychologist Service
- Annual Leave
- Life Assurance
- Loading
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Relationship Manager - City Professionals Team (12403) employer: Investec
Contact Detail:
Investec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager - City Professionals Team (12403)
✨Tip Number 1
Familiarise yourself with Investec's Private Client products and their partnership with Rathbones group. Understanding these offerings will not only help you in interviews but also demonstrate your commitment to providing exceptional client experiences.
✨Tip Number 2
Stay updated on market trends and economic factors that could impact your clients. This knowledge will enable you to engage more effectively and position yourself as a trusted advisor, which is crucial for a Relationship Manager.
✨Tip Number 3
Develop your communication skills by practising active listening and empathy. Building rapport with clients is essential, and showcasing these skills during networking events or informal meetings can set you apart from other candidates.
✨Tip Number 4
Engage with current employees or alumni from Investec to gain insights into the company culture and expectations for the role. This can provide you with valuable information to tailor your approach and demonstrate your genuine interest in the position.
We think you need these skills to ace Relationship Manager - City Professionals Team (12403)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client relationship management and sales. Use specific examples that demonstrate your ability to build rapport and achieve commercial outcomes.
Craft a Compelling Cover Letter: In your cover letter, express your understanding of Investec's values and how they align with your own. Discuss your strategies for enhancing client engagement and your approach to delivering exceptional client experiences.
Showcase Your Knowledge: Demonstrate your understanding of Investec's products and the financial services industry. Mention any relevant market trends or economic factors that could impact client relationships and how you would leverage this knowledge.
Highlight Continuous Learning: Emphasise your commitment to continuous learning and development. Share examples of how you've identified skills gaps in the past and the steps you've taken to address them, showcasing your resilience and adaptability.
How to prepare for a job interview at Investec
✨Know Your Client Engagement Plan
Before the interview, make sure you have a solid understanding of how to develop and implement a client engagement plan. Be ready to discuss specific strategies you've used in the past to maximise sales opportunities and strengthen client relationships.
✨Demonstrate Your Knowledge of Investec's Offerings
Familiarise yourself with Investec's Private Client products and their partnership with Rathbones group. Showing that you understand their offerings will demonstrate your commitment and readiness to engage with clients effectively.
✨Showcase Your Communication Skills
As a Relationship Manager, strong communication is key. Prepare examples of how you've successfully built rapport with clients and resolved issues. This will highlight your ability to connect and empathise with clients.
✨Be Ready to Discuss Market Trends
Stay updated on current market trends and economic factors that could impact client engagement. Being able to discuss these insights during your interview will show that you're proactive and knowledgeable about the industry.
