Investor Relations - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Investor Relations / Client Service / ISA / SIPP / Real Estate / FinTech / Wealth Management

The Company:

A multi-award winning, VC backed, FCA regulated, innovative, property investment platform, which was set up with a clear mission: To shake up the real estate investment industry, by providing investors easy and direct access, to real estate investments ofthe finest quality, that generate excellent returns.

The Role:

Customers are at the heart of everything we do, we always strive to provide them with exceptional customer service.

We believe to deliver the best customer service we need to bring on-board exceptional people.

As part of our investor relations team, you will be responsible for ensuring the investment processing runs smoothly and we are providing the best customer experience.

You will be:

First point of contact for all our members, assisting from initial enquiry, explaining our exciting investment opportunities, and providing support throughout the entire investment cycle from onboarding (KYC/AML etc.) to repayment.
Support the Head of Investor Relations, by being the first point of contact, maintaining and developing relationships with our customers and any other operational and acquisition requirements.
Prepare investor communications and website content for new investment opportunities and keep investors informed of the status of their current investments via written quarterly updates.
Work closely with the entire team to ensure we are delivering a market leading customer experience, by providing us with your observations and change suggestions (your voice really does matter)
Feed into the product development roadmap with suggestions of how to improve the product to improve the customer experience and to improve operational efficiency.
Investors range from Individual High net worth or Sophisticated investors to Family Offices and Financial Institutions.

You Will Need:

2 years' experience in a client service / investor relations role ideally within asset management, wealth management, Fintech or Proptech sectors
Knowledge of ISAs, SIPPs or Real Estate would be very beneficial
Excellent telephone manner and written communication skills
Exceptional attention to detail
To be confident, presentable and able to interact directly and autonomously with a wide variety of investors and stakeholders.
Account manager experience would be a bonus.
Good listening skills
To be a strong team player
Familiar with working in an FCA regulated business.
The ability to keep delivering under pressure and have excellent attention to detail.
Good knowledge of business finance and investments would be advantageous.
A passion for delivering excellent service.
Excellent writing skills, as well as the ability to communicate and collaborate effectively.
Able to prioritise workload and juggle high volumes.

About You:

A great communicator
With entrepreneurial spirit
Happy to learn and stretch yourself.
Customer focused and enjoy helping others.
Fast learner who is willing and able to learn about an exciting financial product.
Selfmotivated and likes to make things happen
Are well organised and great with people.
Prior experience of working in a FCA regulated environment and real estate investment experience would be an advantage.