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- Tasks: Source and assess investment proposals while minimising risks for the Group.
- Company: Join a dynamic Micro Loans Team in a supportive environment.
- Benefits: Competitive salary up to £37,000 and opportunities for career growth.
- Why this job: Make impactful decisions in a regulated environment and build valuable relationships.
- Qualifications: Experience in investing or lending, with strong analytical and communication skills.
- Other info: Ideal for those with a network in the Welsh SME space.
The predicted salary is between 30000 - 41000 £ per year.
We’re looking for an Investment Executive to join our Micro Loans Team to source and appraise investment proposals, most of which will be unsecured, so you will understand cashflow assumptions and assess the risks.
Working to and exceeding targets will come naturally, as you consider the investment opportunities and risks, conducting detailed due diligence that minimises risks to the Group. Analytical and meticulous, you will be accustomed to conducting thorough and robust management, financial and commercial due diligence when considering investment opportunities and assess the risks attendant to each investment, preparing necessary reports and completing legal documentation.
You’ll be a good negotiator and confident communicator, who can confirm the terms and conditions for placing investments and build good working relationships with key business introducers and intermediaries. Working in a FCA regulated environment, you will ensure compliance with all relevant legislation and regulations.
With experience in investing or lending to SMEs and credit report preparation, you will have financial analysis experience and demonstrate an understanding of risk assessment and investment processes. We’re on the lookout for someone who’s a strong communicator, confident in making decisions, with great attention to detail. You’ll have an established network of introducers within the Welsh SME space and ideally, an understanding of the regional business environment.
If this sounds like you, we’d love to meet you. And we’d love to help your career really take off.
Investment Executive in Llandudno employer: Bank of Wales
Contact Detail:
Bank of Wales Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Executive in Llandudno
✨Tip Number 1
Network like a pro! Reach out to your contacts in the Welsh SME space and let them know you're on the lookout for opportunities. Building relationships can lead to referrals that might just land you that Investment Executive role.
✨Tip Number 2
Prepare for those interviews by brushing up on your financial analysis skills. Be ready to discuss cashflow assumptions and risk assessment in detail. We want you to show off your analytical prowess and how you can minimise risks for the Group.
✨Tip Number 3
Practice your negotiation skills! As an Investment Executive, you'll need to confidently confirm terms and conditions. Role-play with a friend or mentor to get comfortable with discussing investment proposals and building rapport with introducers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job.
We think you need these skills to ace Investment Executive in Llandudno
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Executive role. Highlight your experience in financial analysis, risk assessment, and any relevant achievements that showcase your ability to exceed targets. We want to see how you fit into our Micro Loans Team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment and how your skills align with our needs. Don’t forget to mention your understanding of the Welsh SME space and your network of introducers.
Showcase Your Analytical Skills: Since this role requires meticulous attention to detail, make sure to highlight your analytical skills in your application. Provide examples of how you've conducted due diligence or assessed risks in previous roles. We love seeing those real-life applications!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Bank of Wales
✨Know Your Numbers
As an Investment Executive, you'll need to be comfortable with financial analysis. Brush up on your cashflow assumptions and risk assessment techniques before the interview. Be ready to discuss specific examples of how you've conducted due diligence in the past.
✨Showcase Your Negotiation Skills
Since this role involves negotiating terms and conditions, prepare to share instances where you've successfully negotiated deals. Think about what strategies worked for you and how you built relationships with key stakeholders.
✨Understand the Regulatory Landscape
Familiarise yourself with the FCA regulations relevant to investment and lending. Being able to discuss compliance confidently will show that you’re serious about the role and understand the importance of adhering to legal standards.
✨Connect with the Local Scene
Having an established network in the Welsh SME space is a big plus. If you can, mention any local contacts or introducers you have during the interview. This demonstrates your proactive approach and understanding of the regional business environment.
