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- Tasks: Drive growth by building relationships with high-net worth clients and delivering tailored financial solutions.
- Company: Join a dynamic team at a leading financial services firm focused on innovation and client success.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Shape the future of private client services while making a real impact in clients' financial journeys.
- Qualifications: Exceptional communication skills and a passion for building lasting client relationships.
- Other info: Be part of a growth-focused environment with continuous learning and development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Drive Growth. Build Relationships. Shape the Future. Join us as a Private Client Sales & Relationship Manager and play a key role in the next stage of our growth journey. With ambitious targets to exponentially grow our UK Private Clients business over the next five years, we are looking for exceptional people to help make it happen.
In this role, you will:
- Win new business and build a portfolio of high-net worth clients.
- Partner with clients to deliver solutions that meet their complex and evolving financial needs.
- Shape our proposition and influence how we serve the next generation of private clients.
We’re in growth mode — and are looking for driven, commercially minded professionals with a proven record of developing relationships and generating new business. You don’t need to come from financial services; what matters most is your ability to connect, influence and deliver results.
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.
Relationship Manager - Private Clients employer: Investec
Contact Detail:
Investec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager - Private Clients
✨Tip Number 1
Get networking! Attend industry events, seminars, and workshops where you can meet potential clients and other professionals. Building relationships face-to-face is key in this role, so don’t be shy – introduce yourself and start conversations!
✨Tip Number 2
Leverage social media to showcase your expertise and connect with high-net-worth individuals. Share insights about market trends and financial solutions that resonate with your target audience. This will help you position yourself as a go-to resource for their financial needs.
✨Tip Number 3
Practice your pitch! Whether it’s a casual chat or a formal meeting, being able to clearly articulate how you can help clients is crucial. Role-play with friends or colleagues to refine your approach and boost your confidence.
✨Tip Number 4
Don’t forget to follow up! After meeting someone, send a quick message to thank them for their time and express your interest in staying connected. This simple gesture can set you apart and keep you top-of-mind when they need financial advice.
We think you need these skills to ace Relationship Manager - Private Clients
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and share your passion for building relationships and driving growth.
Tailor Your Application: Make sure to customise your application for the Relationship Manager role. Highlight your experience in client engagement and sales strategies, and connect your skills to what we’re looking for. This shows us you’ve done your homework!
Be Specific with Examples: Use specific examples from your past experiences to demonstrate your skills. Whether it’s a successful client relationship or a sales campaign you led, concrete examples help us understand how you can contribute to our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Investec
✨Know Your Client Engagement Strategies
Before the interview, brush up on effective client engagement strategies. Be ready to discuss how you would develop and implement a proactive plan to maximise sales opportunities. Think about specific examples from your past experiences where you've successfully built relationships and driven sales.
✨Showcase Your Communication Skills
As a Relationship Manager, exceptional communication is key. Prepare to articulate your ideas clearly and persuasively. Practise answering common interview questions in a way that highlights your ability to connect with clients and influence their decisions.
✨Demonstrate Your Commercial Acumen
Familiarise yourself with Investec's product offerings and market trends. Be prepared to discuss how you can leverage this knowledge to meet client needs. Show that you understand the financial landscape and can identify new sales opportunities based on current economic factors.
✨Emphasise Your Resilience and Adaptability
In a growth-focused role, resilience and adaptability are crucial. Think of examples where you've had to adapt to changing circumstances or overcome challenges. Highlight your commitment to continuous learning and how you plan to stay informed about market trends that affect clients.
