Investment Assistant - CSO

EFG International AG; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading private bank in London is seeking an Investment Assistant to support Client Relationship Officers and enhance client satisfaction. The ideal candidate will be proactive and possess strong communication skills, with a commitment to high-quality service. Key responsibilities include facilitating client transactions and assisting in acquiring new clients. Join us to thrive in a collaborative environment with opportunities for professional development.

Qualifications

• Fit & Proper competent status required.
• Experience in client administration and support is preferred.
• Ability to stay informed about industry trends.

Responsibilities

• Facilitate client transactions including transfers and payments.
• Assist CROs in acquiring new clients and nurturing relationships.
• Ensure accurate due diligence for new accounts.

Skills

Proactive and solution-driven

Strong communication skills

Reliable and thorough

Education

CISI Level 3 Qualification or working towards

Membership of CISI

Job description

General Info

• Department: Harris Allday
• WorktimePercentage: 100%Location: London - Mayfair

Our Company

EFG Harris Allday is part of EFG Private Banking UK with headquarter based in Birmingham, UK

EFG Bank is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG Bank offers a stimulating and dynamic work environment and strives to be an employer of choice.

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission

Empowering entrepreneurial minds to create value - today and for the future.

We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Job Description

EFG Harris Allday, is seeking a highly motivated Investment Assistant. This role is integral in supporting our Client Relationship Officers (CROs) with client-related administration, ensuring smooth operations and fostering strong client relationships.

Key Responsibilities

Client Administration and Support

• Facilitate client transactions including transfers, payments, and foreign exchange operations.
• Engage with clients and internal stakeholders to ensure seamless service delivery.
• Promote and arrange banking and investment products and services.

Proposition & Productivity

• Assist CROs in acquiring new clients and nurturing existing relationships through cross-selling and marketing initiatives.
• Stay informed about industry trends and regulatory changes to provide insightful support.
• Contribute innovative ideas to enhance business operations and client satisfaction.

Process & Platform

• Ensure accurate and complete due diligence for new account openings.
• Prepare essential documents such as suitability letters and Investor Profiles.
• Maintain comprehensive client records and support administrative tasks.
• Develop and manage client relationships, ensuring high-quality service delivery.
• Assist with corporate events and client communications.

People

• Maintain certification fitness and support a collaborative team environment.
• Participate in training and development opportunities to enhance skills and knowledge.

Skills and experience

Qualifications

• Fit & Proper competent status.
• CISI Level 3 Qualification or working towards (desirable).
• Membership of CISI.

Personal Attributes

• Reliable and thorough, with a commitment to high-quality work.
• Proactive and solution-driven, delivering exceptional client service.
• Passionate about service innovation and embracing change.
• Strong communication skills and a collaborative mindset.

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
• Hands-on: Being proactive to rapidly deliver high-quality results
• Passionate: Being committed and striving for excellence
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.