Senior Investment Assistant

EFG International; Birmingham; On-site; GBP 35,000 - 50,000; Full time

Job summary

A global private banking group in Birmingham is seeking a Senior Investment Assistant to support Client Relationship Officers with complex client administration and enhance client relationships. The ideal candidate will have a CISI Level 4 Qualification and extensive experience in investment assistance. Join a dynamic team committed to innovation and excellence in client service.

Benefits

Equitable and inclusive working environment

Professional development opportunities

Supportive team culture

Qualifications

• Demonstrated Fit & Proper competent status.
• CISI Level 4 Qualification with ambition for Level 6.
• Extensive experience in investment assistance.

Responsibilities

• Oversee complex client transfers and payments.
• Engage with clients to resolve queries.
• Support CROs in acquiring high-value clients.
• Conduct thorough due diligence for new account openings.
• Monitor client portfolios for optimal investment strategies.

Skills

Investment assistance

Client relationship management

Proactive problem-solving

Effective communication

Education

CISI Level 4 Qualification

Job description

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Job Description

General Info

• Department: Harris Allday
• Work time Percentage: 100%
• Location: Birmingham UK

Our Company
EFG Harris Allday is part of EFG Bank International and based in Birmingham, UK

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International 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 Senior Investment Assistant. This senior role is integral in supporting our Client Relationship Officers (CROs) with advanced client-related administration, ensuring smooth operations and fostering strong client relationships.

Key Responsibilities

Client Administration and Support

• Advanced Transaction Management: Oversee complex client transfers, payments, and foreign exchange operations with a high level of accuracy.
• Strategic Client Interaction: Engage with clients and internal stakeholders such as Operations, Compliance, and offshore entities to ensure seamless service delivery and resolve advanced queries.
• Product Promotion: Promote, recommend, and arrange sophisticated banking and investment products and services within the scope of your certification.

Proposition & Productivity

• Strategic Relationship Development: Support CROs in acquiring high-value clients and nurturing existing relationships through targeted cross-selling, strategic marketing campaigns, and exclusive events.
• Market Expertise: Stay at the forefront of industry, socio-economic, and regulatory developments to provide expert advice and support.
• Innovative Leadership: Lead the contribution of ideas to enhance business operations and client satisfaction, driving continuous improvement.
• Customer Commitment: Ensure fair treatment of clients, acting in their best interest and providing transparent, efficient, and professional service.

Process & Platform

• Account Management: Conduct thorough due diligence for new account openings, ensuring accuracy and completeness in client documents.
• Client Instructions: Execute complex client instructions and prepare comprehensive documentation for credit applications.
• Portfolio Monitoring: Oversee client portfolios to ensure optimal investment strategies, compliance with regulations, and prompt responses to market changes.
• Administrative Leadership: Lead report writing, consolidate meeting notes, and develop advanced investment proposals.
• Research: Conduct in-depth company research and regularly update investment write-ups.
• Event Communication: Research significant corporate events and compose strategic client communications.
• Relationship Management: Support the CRO team in managing high-value client relationships and addressing advanced day-to-day requirements and queries.

People

• Collaborative Leadership: Foster a 'one team' approach by leading cross-departmental and cross-location collaboration.
• Professional Development: Maintain certification fitness, attend advanced training, and actively drive personal career and development plans.

Skills and experience
Qualifications

• Demonstrated Fit & Proper competent status in the most recent certified role.
• CISI Level 4 Qualification - with an ambition to reach Level 6 qualification within 24 months of starting supported by EFG
• Membership of CISI.
• Extensive experience in investment assistance and client relationship management.

Personal Attributes

• Accountable: Highly reliable and thorough, with a commitment to delivering high-quality work.
• Hands-on: Proactive in delivering results rapidly, with a deep understanding of financial markets.
• Passionate: Committed to service innovation and embracing change.
• Solution-driven: Expert in delivering bespoke client service and applying regulation in daily decisions.
• Partnership-oriented: Supportive of respectful, ethical, and creative work environments.

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.

We at EFG are a family and want everyone to be proud of what we achieve as a team. Our rich variety of backgrounds, talents and perspectives means we've built a culture of respect where people are able to grow and be fairly recognised for what they bring. We have a range of support and benefit options and welcome open discussions about how we can help each person achieve their ambitions.

This job description is a guide which can change from time to time according to business and regulatory direction and needs. As such, it does not have contractual status and we appreciate cooperation through taking on new or different duties beyond those listed where reasonable and appropriate.
Application
Join EFG Harris Allday in Birmingham, UK, and be part of a team that values collaboration, innovation, and excellence in client service. Apply today to contribute to our ongoing success and growth.

Should you wish to apply for this position use this link to apply.