Investment Assistant - CSO

Job Description

EFG Harris Allday is seeking a highly motivated Investment Assistant. This role is integral in supporting our Client Relationship Officers (CROs) with client-related administration, ensuring smooth operations and fostering strong client relationships.

Key Responsibilities

• Client Administration & Support
  • Facilitate client transactions including transfers, payments, and foreign exchange operations.
  • Engage with clients and internal stakeholders to ensure seamless service delivery.
  • Promote and arrange banking and investment products and services.
• Proposition & Productivity
  • Assist 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 & Platform
  • Ensure accurate and complete 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 delivery.
  • Assist with corporate events and client communications.
• People
  • Maintain certification fitness and support a collaborative team environment.
  • Participate in training and development opportunities to enhance skills and knowledge.

Skills and Experience

Qualifications

• Fit & Proper competent status.
• CISI Level 3 Qualification or working towards (desirable).
• Membership of CISI.

Personal Attributes

• Reliable and thorough, with a commitment 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 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.