Senior Investment Assistant: Strategic Client Relationships in Birmingham
Senior Investment Assistant: Strategic Client Relationships

Senior Investment Assistant: Strategic Client Relationships in Birmingham

Birmingham Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Client Relationship Officers and manage complex transactions to enhance client relationships.
  • Company: Global private banking group in Birmingham with a focus on innovation.
  • Benefits: Dynamic work environment and opportunities for professional development.
  • Why this job: Join a team that values service excellence and innovation in finance.
  • Qualifications: Extensive investment assistance experience and CISI Level 4 qualification required.
  • Other info: Ideal for motivated individuals looking to grow in the finance sector.

The predicted salary is between 36000 - 60000 Β£ per year.

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.

Senior Investment Assistant: Strategic Client Relationships in Birmingham employer: EFG International AG

EFG is an exceptional employer that fosters a dynamic work environment in Birmingham, where innovation and service excellence are at the forefront. Employees benefit from comprehensive professional development opportunities, a supportive culture that values collaboration, and the chance to make a meaningful impact in client relationships. With a commitment to employee growth and a focus on enhancing skills, EFG stands out as a rewarding place to advance your career in private banking.
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Contact Detail:

EFG International AG Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Senior Investment Assistant: Strategic Client Relationships in Birmingham

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance sector, especially those who work in private banking. A friendly chat can lead to insider info about job openings or even a referral.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their approach to client relationships and be ready to discuss how your experience aligns with their values. We want you to shine!

✨Tip Number 3

Showcase your skills! During interviews, highlight your CISI Level 4 qualification and any relevant experience. Use specific examples of how you've enhanced client relationships or managed complex transactions in the past.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.

We think you need these skills to ace Senior Investment Assistant: Strategic Client Relationships in Birmingham

Client Administration
Client Relationship Management
Transaction Management
Investment Assistance
CISI Level 4 Qualification
Communication Skills
Attention to Detail
Problem-Solving Skills
Adaptability
Service Excellence
Innovation

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your experience in investment assistance and client relationship management. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a perfect fit. We love seeing enthusiasm and a personal touch!

Showcase Your Qualifications: Since the ideal candidate holds a CISI Level 4 qualification, make sure to mention this prominently in your application. If you have any additional qualifications or training, we’d love to hear about those too!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at EFG International AG

✨Know Your Investment Stuff

Make sure you brush up on your investment knowledge, especially around the products and services offered by the company. Being able to discuss recent market trends or specific investment strategies will show that you're not just qualified but genuinely interested in the field.

✨Showcase Your Client Relationship Skills

Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you enhanced a client's experience or resolved a complex issue. This will demonstrate your ability to support Client Relationship Officers effectively.

✨Highlight Your CISI Level 4 Qualification

Since the role requires a CISI Level 4 qualification, be ready to discuss how this has prepared you for the position. Share insights from your studies or any practical applications of what you've learned that relate to the job.

✨Embrace the Company Culture

Research the company's values and culture, especially their focus on innovation and service excellence. Be prepared to discuss how your personal values align with theirs and how you can contribute to their dynamic work environment.

Senior Investment Assistant: Strategic Client Relationships in Birmingham
EFG International AG
Location: Birmingham
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  • Senior Investment Assistant: Strategic Client Relationships in Birmingham

    Birmingham
    Full-Time
    36000 - 60000 Β£ / year (est.)
  • E

    EFG International AG

    100-200
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