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.
- Benefits: Enjoy a dynamic work environment with opportunities for professional development and collaboration.
- Other info: Opportunity to grow within a diverse and inclusive workplace.
- Why this job: Be part of a supportive team that values innovation and client satisfaction.
- Qualifications: CISI Level 4 qualification and experience in investment assistance required.
The predicted salary is between 36000 - 60000 £ per year.
Senior Investment Assistant
EFG International Birmingham, United KingdomEFG International Birmingham, United Kingdom
Job Description
General Info
- Department: Harris Allday
- Work time Percentage: 100%
- Location: Birmingham UK
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.
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.
- Accountability: Taking ownership for tasks and challenges, as well as 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.
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Find thousands of job opportunities by signing up to eFinancialCareers today. #J-18808-LjbffrSenior Investment Assistant | Birmingham, UK employer: EFG International
EFG Harris Allday in Birmingham offers a dynamic and inclusive work environment where employees are valued and encouraged to grow. With a strong commitment to professional development, competitive benefits, and a culture that promotes collaboration and innovation, EFG is an excellent employer for those seeking meaningful careers in private banking and investment assistance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Assistant | Birmingham, UK
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like EFG International, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like EFG International.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like EFG International.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including EFG International, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Investment Assistant | Birmingham, UK
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like EFG International want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to EFG International.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at EFG International will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to EFG International. Numbers speak louder than words!
How to prepare for a job interview at EFG International
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like EFG International want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withEFG International.
