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 and 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 1 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.