Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Client Relationship Officers with advanced client administration and transaction management.
- Company: Join EFG Harris Allday, a global private banking group based in Birmingham, UK.
- Benefits: Enjoy a supportive work environment with opportunities for professional development and diverse team collaboration.
- Why this job: Be part of a dynamic team that values innovation, client satisfaction, and personal growth.
- Qualifications: CISI Level 4 qualification required; experience in investment assistance and client management is essential.
- Other info: This role offers a chance to lead initiatives and contribute to a culture of respect and teamwork.
The predicted salary is between 43200 - 72000 £ per year.
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, and 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.
#J-18808-Ljbffr
Senior Investment Assistant employer: EFG International AG
Contact Detail:
EFG International AG Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Assistant
✨Tip Number 1
Familiarise yourself with the latest trends in investment management and client relationship strategies. This will not only help you during interviews but also demonstrate your commitment to staying informed about the industry.
✨Tip Number 2
Network with professionals in the finance and investment sectors, especially those who work at EFG Harris Allday or similar firms. Attend industry events or webinars to make connections that could provide valuable insights and potentially refer you for the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships or complex transactions in the past. Highlighting your hands-on experience will show that you're ready to take on the responsibilities of a Senior Investment Assistant.
✨Tip Number 4
Research EFG Harris Allday's values and culture thoroughly. Be ready to articulate how your personal attributes align with their commitment to accountability, partnership, and innovation, as this will resonate well during the interview process.
We think you need these skills to ace Senior Investment Assistant
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Senior Investment Assistant position. Understand the key responsibilities and required qualifications to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in investment assistance and client relationship management. Use specific examples that demonstrate your ability to handle complex transactions and support client needs effectively.
Showcase Your Qualifications: Mention your CISI Level 4 qualification and any relevant certifications. If you have plans to achieve Level 6 within 24 months, include this ambition to show your commitment to professional development.
Personalise Your Application: Craft a personalised cover letter that reflects your passion for the role and the company. Discuss how your values align with EFG Harris Allday's commitment to accountability, partnership, and client service excellence.
How to prepare for a job interview at EFG International AG
✨Understand the Company Culture
Before your interview, take some time to research EFG Harris Allday's values and culture. They emphasise collaboration, innovation, and respect, so be prepared to discuss how your personal values align with theirs.
✨Showcase Your Client Relationship Skills
As a Senior Investment Assistant, you'll be supporting Client Relationship Officers. Be ready to share specific examples of how you've successfully managed client relationships in the past, highlighting your proactive and solution-driven approach.
✨Demonstrate Market Knowledge
Stay updated on current market trends and regulatory changes. During the interview, you might be asked about recent developments in the financial sector, so showcasing your expertise will demonstrate your commitment to the role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle complex client situations. Think of examples where you've had to navigate challenges and how you ensured client satisfaction.
