Associate Relationship Manager
Investec
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
- 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
- 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