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Service and Entrenchment Banker

Company

Investec

Location

Sandton, Gauteng

Posted

July 14, 2026

Position Overview

Description


The Service and Entrenchment Banker is responsible for day-to-day servicing, client relationship management, and proactive entrenchment within the existing base of Affluent clients. The role ensures seamless client experience, deepening product penetration, cross-selling opportunities, and driving operational excellence across all service touch-points.

Key Responsibilities


Sales Management

  • Marketing and sales of all Private Banking products as per budget, requires in-depth knowledge and understanding of the Banking products and broader Private Bank Client Value proposition.

  • Meeting specified targets per activity (including Lending, Treasury, Forex, etc)

  • Driving proactive client contact and managing client expectations.

    • Client Service & Relationship Management

  • Serve as the central point of contact for all existing client needs and service requests.

  • Provide high-quality, re...

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