Senior Investment Assistant

Job description

General information

• Department: Harris Allday
• Proportion of working time: 100%
• Location: Birmingham, UK

Tasks

Client Administration & Support

• Advanced transaction management: Monitoring complex customer transfers, payments, and foreign exchange transactions with a high degree of accuracy.
• Strategic customer interaction: Engagement with customers and internal stakeholders such as Operations, Compliance and offshore entities to ensure smooth service delivery and resolve advanced requests.
• Product promotion: Recommendation, promotion, and arrangement of sophisticated banking and investment products and services within the scope of certification.

Proposition & Productivity

• Strategic relationship development: Supporting customer relationship officers in acquiring high-value customers and maintaining existing relationships through targeted cross-selling campaigns, strategic marketing campaigns, and exclusive events.
• Market expertise: Stay abreast of industry, socio-economic and regulatory developments to provide expert advice and support.
• Innovative leadership: Leading the contribution of ideas to improve business processes and customer satisfaction to drive continuous improvement.
• Customer loyalty: Ensuring fair treatment of customers, acting in their best interests, and providing transparent, efficient, and professional services.

Process & Platform

• Account management: Performing thorough due diligence checks for new account openings, ensuring accuracy and completeness in customer documents.
• Customer instructions: Execution of complex customer instructions and preparation of comprehensive documentation for loan applications.
• Portfolio monitoring: Monitoring of client portfolios to ensure optimal investment strategies, compliance with regulations and timely responses to market changes.
• Administration: Drafting reports, consolidating meeting notes, and developing advanced investment proposals.
• Research: Conducting in-depth company research and regularly updating investment reports.
• Event communication: Researching significant corporate events and creating strategic customer communications.
• Relationship management: Supporting the customer relationship team in managing high-value customer relationships and handling advanced daily requirements and inquiries.

People

• Collaborative leadership: Promoting a 'one team' approach by leading cross-functional and cross-location collaboration.
• Professional development: Maintaining certification fitness, participating in advanced training and actively promoting personal career and development plans.

Requirements

Qualifications

• Proven Fit & A: Competent status in the most recent certified role.
• CISI Level I qualification * with the goal of achieving Level 6 qualification within 24 months of starting, supported by EFG.
• Membership of CISI *.
• Extensive experience in investment assistance and customer relationship management.

Personal characteristics

• Sense of responsibility: Highly reliable and thorough, with a commitment to delivering high-quality work.
• Hands-on: Proactive in delivering results, with a deep understanding of financial markets.
• Passionate: Committed to service innovation and embracing change.
• Solution-oriented: Expert in delivering customized customer services and applying regulations in day-to-day decisions.
• Partnership: Supporting respectful, ethical and creative working environments.

We offer

• A supportive environment, in