Investec - Where Out of the Ordinary Happens



At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.




Money Market Dealer




Investec - Where Out of the Ordinary Happens



At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.




About the team:



The Bank Funding Group is responsible for raising, managing and optimising the funding required to support Investec Bank plc's balance sheet and lending activities. It brings together deposit gathering, funding strategy, treasury, liquidity management and related change programmes within one function.



Within the Bank Funding Group, the Client Group Funding dealing team provides proactive cash management services to a portfolio of approximately 800 corporate and institutional clients. The team takes a personal, relationship-led approach, helping clients manage liquidity, identifying relevant solutions and cross-sell opportunities, and balancing competitive pricing with the bank's funding requirements. The team also supports the Funding Partnerships desk through trade bookings and identifies opportunities to originate and onboard new-to-bank clients.




What will I be doing?

• Manage and develop business across a key, relationship-driven corporate deposit channel, contributing to the bank's corporate liability strategy.


• Deliver agreed budgets and KPIs, including cost of funds, book granularity, client referrals and increased share of clients' cash balances.


• Respond quickly and professionally to calls and emails from new and existing clients, providing a high-quality, client-centric service.


• Manage clients proactively across maturities, notices and new opportunities, recommending suitable money market solutions.


• Explain money market products clearly and position Investec's strengths and differentiators effectively.


• Identify relevant broader banking solutions and referral opportunities across your client portfolio.


• Originate and support the onboarding of new-to-bank business, including opportunities for Funding Partnerships.


• Manage the desk inbox and allocate or complete ad hoc tasks so client queries are resolved promptly.


• Use the dealing system for trade monitoring, reporting and responses to internal and client requests.


• Maintain complete and accurate client records in the CRM and build strong working relationships across the bank.


• Support Funding Partnerships through trade bookings and other operational activity where required.

What do I need to bring?

• Experience in a client-facing dealing, treasury, deposits, cash management or closely related financial services environment.


• A sound understanding of money market products and how they can support clients' liquidity needs.


• A proactive, commercial approach, with the confidence to develop existing relationships and originate new business.


• Strong client service skills and the ability to communicate clearly across telephone and email channels.


• Excellent attention to detail, with the ability to complete tasks accurately and manage competing priorities.


• An understanding of wider liability-raising channels and how they influence deal pricing and funding requirements.


• A strong commitment to integrity, Consumer Duty principles, treating customers fairly and applying relevant regulatory requirements.


• FCA registration and the CISI Regulations and Derivatives examinations, or the willingness and ability to complete the required qualifications. This is a Certified Person role and requires an FCA qualification.

I am good at:

• Building trusted, long-term relationships with corporate and institutional clients.


• Listening carefully, understanding liquidity requirements and translating them into suitable solutions.


• Acting with pace while maintaining accuracy, control and excellent service standards.


• Spotting opportunities, making relevant referrals and increasing client engagement.


• Working collaboratively across dealing, funding, sales, operations, onboarding and control functions.


• Learning quickly and contributing positively within an agile, commercially important funding team.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.



Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. You can find a list of our benefits here



Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.



We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.




If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for. Get in touch!




At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.




Be part of something Out of the Ordinary.




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