Negotiable
Social network you want to login/join with:EFG Harris Allday is part of EFG Private Banking UK with headquarters based in Birmingham, UK.EFG Bank is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG Bank 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 founded on mutual respect. Joining our team means experiencing a supportive environment where your contributions are valued and recognized. We believe that the diversity of our teams gives us a competitive advantage through better decision-making and greater innovation.Our Purpose and MissionEmpowering entrepreneurial minds to create value – today and for the future.We are a private bank offering personalized solutions globally to private and institutional clients. Our success is based on our talents and how we partner with clients and communities to create lasting value.Job DescriptionGeneral InfoDepartment: Harris AlldayWorktime Percentage: 100%Location: London - MayfairEFG Harris Allday
is seeking a highly motivated Investment Assistant. This role supports our Client Relationship Officers (CROs) with client-related administration, ensuring smooth operations and strong client relationships.Key ResponsibilitiesClient Administration and SupportFacilitate client transactions including transfers, payments, and foreign exchange operations.Engage with clients and internal stakeholders for seamless service delivery.Promote and arrange banking and investment products and services.Proposition and ProductivityAssist CROs in acquiring new clients and nurturing existing relationships through cross-selling and marketing initiatives.Stay informed about industry trends and regulatory changes to provide insightful support.Contribute innovative ideas to enhance business operations and client satisfaction.Process and PlatformEnsure accurate due diligence for new account openings.Prepare essential documents such as suitability letters and Investor Profiles.Maintain comprehensive client records and support administrative tasks.Develop and manage client relationships, ensuring high-quality service.Assist with corporate events and client communications.PeopleMaintain certification fitness and support a collaborative team environment.Participate in training and development to enhance skills and knowledge.Skills and ExperienceQualificationsFit and Proper competent status.CISI Level 3 Qualification or working towards it (desirable).Membership of CISI.Personal AttributesReliable and thorough, committed to high-quality work.Proactive and solution-driven, delivering exceptional client service.Passionate about service innovation and embracing change.Strong communication skills and a collaborative mindset.Our ValuesAccountability: Taking ownership and seeking continuous improvement.Hands-on: Being proactive to deliver high-quality results rapidly.Passionate: Committed to excellence.Solution-driven: Focusing on client outcomes with a risk-aware mindset.Partnership-oriented: Promoting collaboration and teamwork with an entrepreneurial ..... full job details .....
Negotiable