The Role
The External Banker (Medical) will be responsible for managing and retaining a portfolio of high-value clients within the medical sector. The focus is on maintaining strong, lasting client relationships while cross-selling the full range of Private Banking products and services. The role also includes positioning the broader Investec Group as a trusted partner in clients' financial journeys.

Key Responsibilities

Sales Management

• Drive the marketing and sales of Private Banking products to meet and exceed budgeted targets

• Source deals across all product areas based on business strategy and client behavior analysis

• Meet specific sales targets across areas such as Lending, Treasury, and Forex

• Present banking products and services in a clear and compelling manner

• Identify client needs and structure suitable financial solutions

• Conduct financial statement analysis and apply first-line credit assessments

• Structure deals and present them to the Credit forum

• Offer strategic input to improve the client experience for High Net Worth individuals

• Manage proactive client contact and ensure client expectations are met

Client Management & Experience

• Deliver professional, efficient service to both internal and external stakeholders

• Retain and service the existing medical client base with a high level of engagement and responsiveness

• Act as a connector to other Investec divisions (e.g., Capital Markets, Asset Management, Wealth & Investment) to meet broader client needs

• Proactively manage and exceed client expectations through consistent follow-up and communication

Risk & Compliance

• Serve as the first line of credit in mitigating lending risk

• Ensure adherence to compliance and regulatory standards in all client interactions

• Maintain strict confidentiality in all dealings

Requirements

• Bachelor’s degree in Commerce (Accounting II) or BCom Honours

• Minimum of 3–4 years’ experience in the financial services industry

• Proven track record in client service and sales

• Strong understanding of banking products and financial analysis

• Excellent interpersonal, communication, and presentation skills

• Proactive, self-managed, and capable of handling a portfolio of high-value clients