July 2025
Role Profile
Role Project Manager
Reporting to Caroline Read
Team Projects & Change Delivery
Division Investec Bank (Channel Islands) Limited
Key relationships
• Business stakeholders across all teams and at all levels within Investec Bank Channel Islands and wider Investec Group (UK, SA, IBSAG etc)
• Key suppliers / vendors
Description of role and key responsibilities
Who are we? Investec is a distinctive financial services group serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues that bring out of the ordinary thinking, and we put them in environments where they'll flourish. We combine an accessible structure with a focus on internal mobility. The role demands an entrepreneurial spirit and a desire to learn and collaborate to help the business grow and to drive profitability; to deliver a commercial impact for the business. Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves. This, in turn, helps to drive innovation, creativity and ultimately business performance. 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 The role: Investec Bank (Channel Islands) is building a Project and Change Delivery function to support business transformation and deliver strategic initiatives across the organisation. As an experienced Project Manager and Change professional, you will play a central role in driving change by bridging the gap between the current and future state of the business and be key to the bank delivering on its strategy. You will partner with the business to deliver on strategic initiatives throughout the entire project lifecycle, starting at feasibility, mobilisation and through delivery and ensuring that solutions meet the needs of the business while complying with regulatory and internal and Group standards. Key responsibilities: Project Planning & Requirements Definition:
• Lead the planning, initiation, and scoping of projects by working closely with stakeholders to define objectives, scope, deliverables, and success criteria.
• Facilitate workshops and meetings to gather requirements, assess current processes, and identify project risks and dependencies.
July 2025
• Translate business needs into comprehensive project plans, timelines, and milestones, ensuring clarity of direction for all involved parties.
Process Optimisation & Solution Design: • Oversee the analysis and mapping of existing (“as-is”) business
processes and champion the design of improved (“to-be”) workflows. • Identify, recommend, and implement opportunities for process
automation, efficiency improvements, and innovation. • Work collaboratively to ensure solutions align with business goals and
deliver measurable benefits.
Project Execution & Delivery Management: • Direct and coordinate project activities throughout the delivery
lifecycle, managing project schedules, budgets, and resource allocation.
• Ensure the successful delivery of projects by monitoring progress, proactively addressing risks and issues, and maintaining strong communication with stakeholders and senior management.
• Liaise with cross-functional teams, including technical teams and external suppliers, to guarantee alignment and timely execution.
Testing, Implementation & Change Management: • Oversee the development and execution of test plans and user
acceptance testing (UAT) to validate solutions meet business requirements.
• Manage the operational implementation of changes, including coordinating training, updating documentation, and ensuring effective communication across the organisation.
• Facilitate smooth transitions to new systems or processes, supporting staff and clients throughout the change process.
Governance, Reporting & Documentation: • Ensure projects comply with Investec Group's Change Control
processes, governance frameworks, and regulatory requirements. • Maintain accurate, comprehensive project documentation, including
project plans, status reports, risk logs, and change records. • Deliver regular progress updates to stakeholders and escalate issues
when necessary to ensure transparency and accountability. Continuous Improvement & Professional Development:
• Promote a culture of continuous improvement within the project team by identifying lessons learned and implementing best practices.
• Stay informed of industry trends, emerging methodologies, and new technologies to drive innovation in project delivery.
• Encourage professional growth through ongoing training, certification, and active participation in knowledge sharing within the organisation.
Essential Criteria
Core Skills and Knowledge: • Extensive experience in Project Management within financial services,
ideally in a change delivery or transformation function. • Excellent communication skills both written and verbal, and an ability
to communicate clearly and concisely. • The ability to lead, control, motivate and focus people within all levels
of the business. • Strong objective facilitation skills that encourage collaboration,
energises; maintains participation across the project teams and is comfortable to step in to actively resolve conflict – with the emotional intelligence to read the room or have difficult / challenging conversations if required to move the project forward.
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We agree that this document accurately reflects the key responsibilities and associated skills, knowledge
and attributes required for ______________________________ to perform this role at this time. We acknowledge
that it is our responsibility to update this profile as things change.
__________________________________________ __________________________________ Line Manager’s signature Date
__________________________________________ __________________________________ Employee’s signature Date
Other attributes that would be helpful, but not essential for the role
• Proficient in Microsoft Office Apps (Outlook, Teams, Word, Excel, PowerPoint, Project)
• Azure Dev Ops, Miro and SharePoint Management
About Investec What’s our culture like? Our company culture is unique amongst our peers and other banks. A vibrant and colourful culture built upon an integrated purpose and with Belonging, Inclusion and Diversity at our heart… a place to bring your best self to work and where you can be truly yourself. Where will you be working? Located in the St Peter Port, Guernsey, our IBCI Head Office boasts a highly flexible office space, changing & showering facilities and an enviable terrace overlooking the marina. Hybrid Working We have a flexible working environment and a unique culture, meaning that colleagues and teams are asked to spend the majority of time in the office. We see great benefit in teams being together, connecting and spending time face to face. The specific working pattern options for this role should be discussed with the line manager.