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Internal Banker; Medical Team

Job in Cape Town, 7100, South Africa
Listing for: Travelbyinvestec
Full Time position
Listed on 2026-07-14
Job specializations:
  • Finance & Banking
    Banking & Finance
Job Description & How to Apply Below
Position: Internal Banker (Medical Team)

Description

Working in partnership with an External Banker by being pro-actively involved in the facilitation, administration and implementation, of clients' deals and requests. Working with credit proposals, and cross selling full product offering. All underpinned by service excellence to clients at all touch points.

Key Responsibilities

Investec is looking for an individual who is commercially minded, and passionate about client service, in turn supporting Investec's business strategy through an out of the ordinary Private Banking offering. An individual who is mature, tenacious and entrepreneurial. A critical thinker and problem solver with a can-do attitude, and client-centric view.

  • Drafting of loan documents
  • Credit for complex lending deals
  • Focus on growing the Treasury book
  • Dealing with forex (investment allowances)
  • Responsibility for Basel (IB) Ratings
  • Potentially meeting clients with your Private Banker
  • Maintain stakeholder relationships
  • Leverage internal relationships
  • Cross sell within banking
  • Responsible for data quality & continuous clean-up
  • Participation in Forums/UAT/Projects
  • Responsibility for analytics regarding the client base
  • Mine existing base/increase share of wallet
  • Running with non-standard guarantees
Qualifications, Experience and Skills
  • B.Com Degree
    - B.Com (Accounting I or II) OR

    B.Com Law preferred
  • This role requires a minimum of 3 years' proven experience in an Internal Banker role, with demonstrated responsibility for supporting client portfolios and partnering with Bankers to deliver an exceptional client experience
  • Understand deal implementation (process)
  • Strong operational understanding & skills
  • Client Value Proposition knowledge
  • Strong understanding of the Competitor landscape
  • Ability to build strong relationships across the value chain
  • Cross-selling ability
  • Excellent knowledge and understanding of the financial services industry, and global market trends
  • Excellent interpersonal, communication and written skills
  • High attention to detail
Investec Culture

At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity. We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment.

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