About the position
Investec is a globally recognised specialist bank and wealth manager, delivering exceptional client experiences through innovative financial solutions and a culture grounded in entrepreneurship, professionalism, and long-term relationships
This is an exciting role for a client centric, experienced financial adviser to build a rewarding advisory career within the Private Banking division leveraging the Invest and Insure capability across Private Bankingand Wealth & Investment to deliver holistic seamless and comprehensive solutions to our clients
What makes this opportunity truly out of the ordinary
- Access to an established Private Banking client base with a strong internal referral flow
- The opportunity to advise high-net-worth and professional clients with complex financial needs
- A fully integrated platform across banking, investments, and insurance - enabling true holistic advice
- A collaborative working model with Private Bankers, Wealth & Investment, and specialist teams
- The ability to build and scale a sustainable advisory practice within a trusted, premium brand
- A long-term, relationship-led advice model (not transactional or product-driven)
Key responsibilities:
- Build, develop, and manage a successful financial advisory practice within a private client environment
- Deliver holistic financial planning, including:
- Risk and protection planning
- Retirement and pre-retirement planning
- Estate and intergenerational wealth planning
- Investment planning
- Develop and implement customised financial solutions for clients
- Conduct ongoing client engagement and regular financial reviews to ensure advice remains relevant
- Build strong relationships with Private Bankers and internal stakeholders to deliver seamless client experience
- Contribute to broader private client initiatives and collaborative team efforts
- Support and mentor junior team members where applicable
- Maintain accurate and compliant client records in line with regulatory requirements
- Uphold Investec's client-centric approach and professional standards
- Experience, skill and capability:
- Relevant tertiary qualification; CFP® designation or working towards, would be preferrable
- Minimum 5-7 years' experience in financial services, with a strong focus on financial advisory
- Proven experience in delivering holistic financial planning solutions
- Strong understanding of investment markets and long-term insurance products
- Sound knowledge of applicable taxation and estate planning principles
- Strong relationship management and client engagement capability
- Commercial awareness with the ability to grow and sustain a client base
- Consultative, client-centric approach to financial advice
- Strong communication and interpersonal skills
- Ability to work collaboratively within a high-performing team
- Self-driven, proactive, and adaptable
- High levels of professionalism and integrity
Investec culture
Our culture is grounded in collaboration, entrepreneurial thinking, and a commitment to delivering exceptional outcomes for our clients. We value individuals who are curious, adaptable, and client-focused, and who thrive in a dynamic, high-performing environment
Desired Skills:
- Private Banking
- CFP
- Financial Planning
