Senior Investment Assistant

Job description

General information

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

Tasks

Client administration and support

• Advanced transaction management: monitoring of complex customer transfers, payments and foreign exchange operations 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: Promotion, recommendation and arrangement of sophisticated banking and investment products and services as part of the certification process.

Proposition & Productivity

• Strategic relationship development: Supporting CROs 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: conducting thorough due diligence on new account openings, ensuring accuracy and completeness in client documentation.
• Customer instructions: Execute complex client instructions and prepare 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.
• Administrative management: management of reporting, consolidation of meeting notes and development of 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: Support the CRO team in managing high value customer relationships and handling advanced day-to-day requests and inquiries.

People

• Cooperative leadership: promoting a "one team" mentality by leading cross-divisional and cross-location cooperation.
• Professional development: Maintaining certification fitness, participating in advanced training and actively promoting personal career and development plans.

Requirements

Qualifications

• Proven FR and Proper Competent status in the most recent certified role.
• CISI level qualification - with the aim of achieving a Level 6 qualification within 24 months of starting, supported by EFG.
• Membership of the CISI.
• Extensive experience in investment assistance and customer relationship management.

Personal characteristics

• A 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

• One