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- Tasks: Drive client relationships and enhance outcomes in commercial and real estate transactions.
- Company: Join Investec, a leading financial services firm with a dynamic culture.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong credit risk knowledge and excellent communication skills required.
- Other info: Engage in continuous learning and thrive in a fast-paced environment.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Relationship Manager, Property Entrepreneurs Team role at Investec
About the Role: 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.
Qualifications: 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 regulation.
- 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.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Business Development
Industries: Financial Services and Investment Banking
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Relationship Manager, Property Entrepreneurs Team employer: Investec
Contact Detail:
Investec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager, Property Entrepreneurs Team
✨Tip Number 1
Network like a pro! Get out there and connect with people in the property and finance sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that Relationship Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, share your insights on market trends and client engagement strategies. This will demonstrate your knowledge and passion for the role, making you stand out from the crowd.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common questions related to client management and sales strategies. This will help you articulate your thoughts clearly and confidently, showcasing your ability to drive client outcomes effectively.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way. Plus, applying directly shows your enthusiasm for the role and gives you a better chance of being noticed by the hiring team.
We think you need these skills to ace Relationship Manager, Property Entrepreneurs Team
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Relationship Manager role. Highlight your experience in client engagement and any relevant knowledge of real estate transactions. We want to see how you can drive relationships and outcomes!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the Property Entrepreneurs team and how your skills align with our goals. Let us know what makes you the perfect fit for Investec.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples that demonstrate your success in sales and client management. We love seeing how you've made a difference in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on our radar. Don’t miss out on this opportunity!
How to prepare for a job interview at Investec
✨Know Your Stuff
Make sure you have a solid understanding of Investec's offerings, especially in the Private Banking sector. Brush up on your knowledge of commercial and real estate transactions, as well as the specific lending products you'll be dealing with. This will show that you're not just interested in the role but are genuinely prepared for it.
✨Engagement is Key
Prepare to discuss how you would develop and implement a client engagement plan. Think about strategies that enhance client experiences and how you can ensure Investec stays top-of-mind for clients. Be ready to share examples from your past where you've successfully built and maintained client relationships.
✨Show Your Analytical Side
Since the role involves assessing risk and pricing lending opportunities, be prepared to demonstrate your credit risk knowledge. You might be asked to analyse a hypothetical property transaction, so practice explaining your thought process clearly and confidently.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with questions that show your interest in the role and the company. Ask about the team dynamics, how success is measured, or what challenges the Property Entrepreneurs team is currently facing. This not only shows your enthusiasm but also helps you gauge if the role is right for you.
