Internal Consultant (14127)

Investec

Location
Durban, KwaZulu-Natal
Closing date

First listed . Last checked at source .

In brief

**Overview** Investec is seeking an Internal Consultant to manage complex financial transactions and client relationships within their Structured Property Finance business. The role involves extensive client interaction, stakeholder negotiation, and ensuring compliance with financial regulations, focusing on high-net-worth private clients. **What you will do** * Interact with high-net-worth private clients. * Ensure all business rules and compliance regulations are carried out. * Collate information for ad-hoc projects. * Provide an exceptionally high level of service. * Negotiate with internal and external stakeholders regarding the closing of deals, which includes: Credit, Legal Risk and Records Management, Legal and Technical, Property Risk, Accounts and Finance Admin, and Panel Attorneys. * Implement offshore foreign currency transactions, requiring collaboration with stakeholders in other branches (e.g., Johannesburg and the United Kingdom). * Implement commercial, non-standard, secured and unsecured loans for the Structured Property Finance business, which includes the following: * Onboarding of new clients – FICA and Company info collation. * Manage deal from credit approval to implementation. * Instruct property valuations and obtain all supporting documents from client. * Review loan documents and liaise with Legal & Tech and external counsel. * Facilitate signature of loan agreements. * Liaise with external legal counsel and internal stakeholders on Property Release and Cancellation process. * Monitor covenants including communication of Margin Call breaches to client. * Obtain Credit signoffs for change in collateral/security. * Overall client book management on Periscope. **Requirements (from the original advert)** * B-Com OR property qualification OR +8 years banking experience. * At least four-year experience in banking / financial services. * Proficiency in using AI-enabled productivity tools, such as Copilot, to improve efficiency, generate insight and support decision-making. Applies critical thinking and sound judgement when interpreting outputs, remains accountable for the quality and accuracy of their work. * Proven track record of strong administrative skills. * Computer literacy. * Proven client service exposure. * Excellent communication skills. * Attention to detail. * Self-starter. * Pro-active. * Self-management. * Good interpersonal skills (to maintain client relationships). * Ability to understand and manage complex transactions. **Who should apply** Candidates with a strong financial or property background, proven client service experience, and excellent administrative and communication skills are encouraged to apply. The ideal candidate will be a self-starter who is proactive, detail-oriented, capable of managing complex transactions, and proficient in using AI-enabled productivity tools with critical thinking. They should possess good interpersonal skills to maintain client relationships with high-net-worth private clients. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/internal-consultant-14127-investec Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

  • At least 8 years of experience.

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

Description * Interacting with high-net-worth private clients * Good interpersonal skills to maintain client relationships * Ensure all business rules and compliance regulations are carried out * Collating of information for ad-hoc projects * Provide an exceptionally high level of service * Ability to understand and manage complex transactions Negotiating with internal and external stakeholders regarding the closing of deals which includes: * Credit * Legal Risk and Records Management * Legal and Technical * Property Risk * Accounts and Finance Admin * Panel Attorneys * Implementation of offshore foreign currency transactions which requires collaboration with stakeholders in other branches i.e. Johannesburg and the United Kingdom Key Responsibilities * Proven track record of strong administrative skills * Computer literacy, Proven client service exposure * Excellent communication skills, Attention to detail * Self-starter, pro-active and self-management Implementation of commercial, non-standard, secured and unsecured loans for the Structured Property Finance business which includes the following: * Onboarding of new clients – FICA and Company info collation * Manage deal from credit approval to implementation * Instruction of property valuations and obtaining all supporting documents from client * Reviewing of loan documents and liaising with Legal & Tech and external counsel * Facilitating signature of loan agreements * Liaise with external legal counsel and internal stakeholders on Property Release and Cancellation process * Covenant monitoring including communication of Margin Call breaches to client * Credit signoffs for change in collateral/security * Overall client book management on Periscope Qualifications, Experience and Skills * B-Com OR property qualification or +8 years banking experience * At least four-year experience in banking / financial services * Proficiency in using AI-enabled productivity tools, such as Copilot, to improve efficiency, generate insight and support decision-making. Applies critical thinking and sound judgement when interpreting outputs, remains accountable for the quality and accuracy of their work

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