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Investec – Where Out of the Ordinary Happens
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.
About the team
Investec Private Client delivers relationship-led banking and wealth solutions to high-net-worth and ultra-high-net-worth clients. Our clients benefit from an integrated offering across banking, lending, foreign exchange, investments and wealth management, supported by specialists who understand the complexity of their financial lives.
As part of our Private Client FX team, you'll play a key role in helping clients navigate currency markets and liquidity needs, providing tailored foreign exchange and deposit solutions that support their personal, business and investment objectives. You will work closely with colleagues across Private Banking, Treasury Risk Solutions, Central Treasury and Global Markets, helping to create exceptional client experiences and drive commercial growth.
What will I be doing?
As a Private Client FX Dealer, you will be responsible for protecting and growing foreign exchange and cash deposit revenues within our Private Client portfolio while building trusted, long-term relationships with clients.
You will:
- Develop strong relationships with high-net-worth clients and provide an exceptional, advice-led service.
- Support clients with their spot and forward foreign exchange requirements, clearly explaining product features, pricing and associated risks.
- Provide tailored FX and cash deposit solutions based on a thorough understanding of client needs.
- Actively manage pricing, margin revenue, client retention and FX trading volumes.
- Identify opportunities to increase wallet share across FX, deposits, lending and broader Investec capabilities.
- Build and maintain a strong pipeline through proactive client engagement, referrals and self-generated opportunities.
- Work collaboratively with colleagues across Private Banking, Treasury Risk Solutions, Global Markets and other specialist teams.
- Maintain accurate CRM records, client notes, pipeline activity and referral opportunities.
- Leverage client insight, data and management information to prioritise activity and improve conversion.
- Deliver against both commercial and client-focused performance objectives.
- Share market insight and FX expertise with colleagues to support broader team capability.
- Ensure all activities are conducted in line with regulatory, conduct and risk requirements.
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What do I need to bring?
- Strong knowledge of foreign exchange markets, including spot and forward FX products.
- Experience working in a client-facing financial services, FX, treasury or banking environment.
- Proven ability to build trusted relationships and deliver excellent client outcomes.
- A commercial mindset with the ability to identify and maximise business opportunities.
- Confidence managing client conversations both over the phone and face to face.
- Strong understanding of risk, compliance and conduct responsibilities.
- Experience managing client pipelines, opportunities and CRM activity.
- A passion for delivering outstanding service and building long-term client relationships.
- Commitment to Consumer Duty principles and treating customers fairly.
I am good at:
- Building credibility and trust with high-net-worth clients.
- Explaining complex financial concepts in a clear, jargon-free manner.
- Identifying client needs and providing tailored solutions.
- Relationship management and stakeholder engagement.
- Commercial thinking and revenue generation.
- Proactive business development and client acquisition.
- Influencing and collaborating across multiple teams.
- Listening, questioning and understanding client objectives.
- Prioritising effectively and managing competing demands.
- Maintaining high standards of professionalism, accuracy and attention to detail.
- Adapting to changing market conditions and continuously developing expertise.
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What's in it for me?
At Investec, you'll be empowered to bring your authentic self, contribute new ideas, and grow alongside colleagues who share your drive for excellence. You will be part of a collaborative and creative culture where we encourage and are committed to sustainability across our global business. You will share in our purpose of creating enduring worth and together, we'll achieve things tomorrow that hardly seem possible today.
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. You can find a list of our benefits here.
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. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.
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. Get in touch!
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.
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