Investec
Sales Associate
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About the Role
At Investec, we believe that extraordinary people create extraordinary outcomes. We're looking for a driven and relationship-focused Sales Associate to join our ambitious Corporate Banking sales team, helping us originate and develop new-to-bank clients across the UK.
This is an exciting opportunity to work with entrepreneurial and privately owned businesses, building new relationships and supporting their working capital needs. You'll play a key role in the growth of the business, acting as the bridge between business development and credit functions, while helping clients navigate their journey from initial engagement through to completion.
You'll join a collaborative, high-performing environment where client focus, entrepreneurial thinking and strong relationships are at the heart of everything we do.
What will I be doing?
- Driving new business origination directly with target customers within the working capital market.
- Identifying and developing new business opportunities with privately owned and entrepreneurial organisations.
- Building, onboarding and maintaining introducer relationships in partnership with Regional Sales Directors.
- Conducting initial engagement with prospective clients and introducers, developing strong and lasting relationships.
- Completing first-line evaluation of opportunities, including reviewing financial information and conducting background research on prospective clients.
- Managing opportunities through the underwriting process, ensuring submissions are accurate, complete and of a high quality.
- Working closely with Risk, Relationship Management and wider Corporate Banking teams to support successful client onboarding and identify additional opportunities across the Investec product suite.
- Managing sales administration and ensuring all documentation and processes are completed efficiently through to client completion.
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What are we looking for?
Essential skills and experience
- Strong communication skills, with the ability to explain complex concepts clearly and confidently without relying on jargon.
- Experience building and maintaining effective relationships with both internal stakeholders and external clients.
- A sound understanding of accounting and finance principles, with the ability to review and interpret financial statements.
- Strong written and verbal presentation skills.
- Excellent attention to detail and a commitment to producing high-quality work.
- Direct selling or business development experience.
- Integrity and a genuine commitment to treating customers fairly.
- Working knowledge of the regulatory requirements relevant to the role.
Desirable skills and experience
- Experience of cold calling, ideally within financial services.
- Knowledge of banking and banking products.
- Experience working in a sales environment focused on new business origination.
- Exposure to credit assessment or evaluating prospective client opportunities.
- Experience working with entrepreneurial, privately owned or mid-market businesses.
- Ability to identify trends and market insights that add value to client conversations.
- Experience managing opportunities through underwriting or approval processes.
- A collaborative approach and ability to work effectively across sales, risk and relationship management teams.
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Why Investec?
Our people share a passion for high performance, client focus and entrepreneurial thinking. We foster a culture built on respect, collaboration and accountability, creating an environment where talented individuals can thrive, develop and make a meaningful impact.
If you're motivated by building relationships, creating opportunities and being part of a dynamic team that supports ambitious businesses, we'd love to hear from you.
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.
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