Bank of Wales is seeking an Investment Executive in Cardiff to source and appraise investment proposals, mainly unsecured, with a focus on cashflow assumptions and risk assessment. You will conduct thorough due diligence, prepare necessary reports and complete legal documentation, while building steady relationships with introducers and ensuring regulatory compliance.
The role requires strong negotiation and communication skills, familiarity with FCA regulations, and experience in investment or
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Cardiff SME Investment Executive – Due Diligence & Growth employer: Bank of Wales
As a leading player in the investment sector, we pride ourselves on fostering a dynamic and supportive work environment that empowers our employees to excel. Located in South East Wales, we offer competitive benefits, a strong focus on professional development, and a culture that values collaboration and innovation. Join us to be part of a team that not only drives financial success but also prioritises meaningful relationships within the local SME community.
