Senior Investment Assistant: Strategic Client Relationships

EFG International AG; Birmingham; On-site; GBP 45,000 - 65,000; Full time

Job summary

A global private banking group in Birmingham is looking for a highly motivated Senior Investment Assistant. This role involves supporting Client Relationship Officers with advanced client administration, enhancing client relationships, and managing complex transactions. The ideal candidate has extensive investment assistance experience, holds a CISI Level 4 qualification, and is eager to develop further. EFG offers a dynamic work environment focused on innovation and service excellence.

Benefits

Supportive work environment

Continuous professional development

Diversity and inclusion initiatives

Qualifications

• Demonstrated experience in investment assistance and client relationship management.
• Ability to achieve CISI Level 6 qualification within 24 months.
• Fit & Proper competent status in the most recent certified role.

Responsibilities

• Oversee complex client transfers and payments accurately.
• Engage with clients and internal stakeholders for seamless service delivery.
• Support CROs in acquiring and nurturing high-value clients.

Skills

Proactive delivery of results

Client relationship management

Expertise in financial markets

Education

CISI Level 4 Qualification

Membership of CISI

Job description

A global private banking group in Birmingham is looking for a highly motivated Senior Investment Assistant. This role involves supporting Client Relationship Officers with advanced client administration, enhancing client relationships, and managing complex transactions. The ideal candidate has extensive investment assistance experience, holds a CISI Level 4 qualification, and is eager to develop further. EFG offers a dynamic work environment focused on innovation and service excellence.