Job Description
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