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- Tasks: Support Client Relationship Officers with advanced client administration and transaction management.
- Company: EFG Harris Allday is a global private banking group based in Birmingham, UK.
- Benefits: Enjoy a dynamic work environment with opportunities for professional development and collaboration.
- Why this job: Join a supportive team that values innovation and client satisfaction while making a real impact.
- Qualifications: CISI Level 4 qualification required; experience in investment assistance and client management preferred.
- Other info: This role offers a chance to grow within a diverse and inclusive workplace.
The predicted salary is between 36000 - 60000 £ per year.
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Job Description
General Info
- Work time Percentage : 100%
- Location : Birmingham UK
Our Company
EFG Harris Allday is part of EFG Private Bank UK 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, 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.
Seniority level
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Finance and Sales
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Industries
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Senior Investment Assistant employer: EFG
Contact Detail:
EFG Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Assistant
✨Tip Number 1
Familiarise yourself with EFG Harris Allday's values and mission. Understanding their commitment to client service and innovation will help you align your responses during interviews, showcasing how your personal values match theirs.
✨Tip Number 2
Network with current employees or alumni who work at EFG Harris Allday. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations for the Senior Investment Assistant role.
✨Tip Number 3
Stay updated on the latest trends in investment management and financial regulations. Being knowledgeable about current market conditions will not only impress during interviews but also demonstrate your proactive approach to professional development.
✨Tip Number 4
Prepare specific examples of how you've successfully managed client relationships and complex transactions in the past. Highlighting your hands-on experience will show that you're ready to take on the responsibilities of the Senior Investment Assistant role.
We think you need these skills to ace Senior Investment Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment assistance and client relationship management. Use specific examples that demonstrate your skills in advanced transaction management and strategic client interaction.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company. Mention how your values align with EFG Harris Allday's commitment to collaboration, innovation, and client service excellence.
Showcase Relevant Qualifications: Clearly state your qualifications, such as your CISI Level 4 status and any plans for further certification. Highlight your extensive experience in the financial sector and how it prepares you for this senior role.
Demonstrate Industry Knowledge: In your application, mention your understanding of current market trends and regulatory developments. This shows that you are proactive and well-informed, which is crucial for the Senior Investment Assistant position.
How to prepare for a job interview at EFG
✨Showcase Your Client Relationship Skills
As a Senior Investment Assistant, your ability to manage and nurture client relationships is crucial. Be prepared to discuss specific examples of how you've successfully supported clients in the past, highlighting your communication skills and proactive approach.
✨Demonstrate Market Knowledge
Stay updated on current market trends and regulatory changes that impact investment strategies. During the interview, share your insights on recent developments in the financial sector and how they could affect EFG Harris Allday's clients.
✨Highlight Your Problem-Solving Abilities
The role requires a solution-driven mindset. Prepare to discuss scenarios where you've effectively resolved complex client issues or streamlined processes, showcasing your analytical skills and ability to think on your feet.
✨Emphasise Team Collaboration
EFG values a collaborative work environment. Be ready to talk about your experiences working in teams, particularly how you've contributed to cross-departmental projects or initiatives that enhanced client service and satisfaction.
