Internal Consultant (14127)
Investec
South AfricaPosted Posted 15 days ago
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excel
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Job description
Description
Interacting with high-net-worth private clients
Good interpersonal skills to maintain client relationships
Ensure all business rules and compliance regulations are carried out
Collating of information for ad-hoc projects
Provide an exceptionally high level of service
Ability to understand and manage complex transactions
Negotiating with internal and external stakeholders regarding the closing of deals which includes:
Credit
Legal Risk and Records Management
Legal and Technical
Property Risk
Accounts and Finance Admin
Panel Attorneys
Implementation of offshore foreign currency transactions which requires collaboration with stakeholders in other branches i.e. Johannesburg and the United Kingdom
Key Responsibilities
Proven track record of strong administrative skills
Computer literacy, Proven client service exposure
Excellent communication skills, Attention to detail
Self-starter, pro-active and self-management
Implementation of commercial, non-standard, secured and unsecured loans for the Structured Property Finance business which includes the following:
Onboarding of new clients - FICA and Company info collation
Manage deal from credit approval to implementation
Instruction of property valuations and obtaining all supporting documents from client
Reviewing of loan documents and liaising with Legal & Tech and external counsel
Facilitating signature of loan agreements
Liaise with external legal counsel and internal stakeholders on Property Release and Cancellation process
Covenant monitoring including communication of Margin Call breaches to client
Credit signoffs for change in collateral/security
Overall client book management on Periscope
Qualifications, Experience and Skills
B-Com OR property qualification or +8 years banking experience
At least four-year experience in banking / financial services
Proficiency in using AI-enabled productivity tools, such as Copilot, to improve efficiency, generate insight and support decision-making. Applies critical thinking and sound judgement when interpreting outputs, remains accountable for the quality and accuracy of their work