Accounting & Finance

Associate Relationship Manager

Investec

London · Greater London · United Kingdom

Overview

As an Associate Relationship Manager, you support Relationship Directors to grow mid-market corporate client relationships by delivering tailored financial solutions. You will conduct client research, analyse financials, and help prepare governance-aligned recommendations and risk assessments. You’ll work with product teams to provide integrated lending, treasury, and advisory services, while continuously seeking process improvements. This role suits a proactive professional who thrives in a collaborative, ambitious, and client-driven environment.

Pay / Benefits
  • wellbeing benefits
  • 4-day in-office week + 1 remote day
  • focus on inclusion and belonging
Responsibilities
  • Support 1–2 Relationship Directors in a fast-moving mid-market portfolio to grow client relationships and opportunities
  • Conduct in-depth client and sector research; analyse business models and financials to prepare recommendations
  • Assist in preparing client presentations, credit papers, and risk assessments with governance alignment
  • Monitor portfolios, track performance, flag risks, and maintain robust documentation
  • Collaborate with product specialists and internal stakeholders to deliver integrated lending, treasury, cash management, risk, and advisory solutions
  • Continuously seek process improvements and apply feedback to enhance client materials and research quality
Key requirements
  • Several years' experience in corporate/commercial banking or a client-focused service role
  • Bachelor's degree in finance, business, economics, or related; professional qualifications (ACA, CFA, etc.) advantageous
  • Strong numeracy, analytical skills, and excellent communication; high integrity and organizational ability
  • Demonstrated regulatory awareness and commitment to ongoing professional development
  • Curious, adaptable, and excited by using AI, GPT, and CRM tools to enhance client service
  • Genuine commitment to Investec's culture, client focus, collaboration, and Consumer Duty principles
  • curiosity
  • adaptability
  • communication
  • analytical skills
  • numeracy
  • CRM tools

Reference: WJ-747_31198860

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