Investment Officer - 12 Month Fixed Term Contract

Bristol, United Kingdom

Investment Officer - 12 Month Fixed Term Contract

Bristol, United Kingdom

The Business

Join us as an Investment Officer in Bristol

  • Come and join our highly motivated team within Private Banking Operations, serving clients of the prestigious Coutts brand
  • Working in this dynamic and client focused environment, you’ll utilise your skills and experience whilst building our reputation for service excellence
  • At Coutts, we offer modern banking based on traditional values, so although our name may be steeped in history, our products and services are very much for today
  • These roles are based in Bristol Trinity Quay and the offices are situated in an accessible location within a five minute walk from Bristol Temple Meads train station
  • This role is available for a 12 month period

What you'll do

Attention to detail and accuracy is key in this role and there is an emphasis on composing concise correspondence conveying necessary information and professionally managing client and colleagues expectations. This includes working with data analysis tools and in turn communicating effectively via reports with other colleagues. Contributing to the continuous improvement of our processes and workflows, you’ll proactively work with colleagues to identify areas for improvement. You’ll also assist with risk mitigation by implementing effective controls and establishing any shortfalls.

You'll also:

  • Work on your own initiative to resolve problems
  • Support the wider team, and provide support for your colleagues on projects and system testing as required
  • Continually help develop a network of internal and external stakeholders

The skills you'll need

To be successful, you’ll be extremely organised and possess the ability to work in a fast paced environment, adapting quickly to an ever changing work schedule. With a strong communication style, you’ll work well in a team but be equally as efficient working on your own initiative.

You'll also need:

  • Experience in a investments environment and a natural problem solving capability
  • Strong numeracy capabilities
  • Proficiency in Microsoft Office applications

How we'll reward you

In return, we offer a competitive salary and you'll also join our retirement savings plan. You can also choose from a selection of protection, healthcare or lifestyle extras from RBSelect, our fully flexible reward programme.

Visit our reward and benefits page for more information on the benefit packages we offer.


At Coutts, we want everyone to feel welcome, regardless of your background or needs. If you need adjustments making to your working environment, we’ll do everything we can to support you. As part of this commitment, we offer flexible working options for some of our roles - find out more.

Apply for one of our graduate programmes or internships and find out how you can be part of our story.

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