Private Banking Assistant
3 weeks ago
SALARY: 35-50K - dependent on salary
Client
A respected Private Wealth Management firm based in London.
The Role
The Private Banking Assistant role that requires someone who can speak Italian
This is a great opportunity for an ambitious individual keen to help assist in the day to day of Private Banking.
The Private Banking Assistant will work alongside the Portfolio Team in assisting with the analysis of Investments.
The Private Banking Assistant will assist the Portfolio Team in executing trades and checking settlements.
The Private Banking Assistant will help to produce periodic client reporting and will produce client portfolio performance data and analysis.
The Private Banking Assistant will prepare the investment presentations.
The Private Banking Assistant will take minutes from the Investment Committee meeting and external meetings and will update charts and model performance data quarterly in preparation of same.
The Private Banking Assistant will contribute to Ad-hoc research reports.
The Candidate
Must Speak Italian
+ 2 years minimum experience within trading or a portfolio management, private banking environment
Strong communication and numerical skills.
Strong IT skills – Excel/Word.
Beneficial if you had a IAD or qualification or IMC – or a willingness to study for this.
-
Private Banker Uhnw Nri
2 days ago
London, United Kingdom Redstone Private Banking Full timeRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
-
Private Banking Associate
7 months ago
London, United Kingdom Weatherbys Banking Group Full time**PRIVATE BANK ASSOCIATE** Are you looking to step into the world of Private Banking? Do you have a passion to develop and build client relationships? Are you looking to grow and develop in a business that will invest in you? We are currently looking for Private Banking Associate to join us a on a full time, permanent basis at our offices in London. You...
-
Private Banking Executive
7 months ago
London, United Kingdom Weatherbys Banking Group Full time**PRIVATE BANKING EXECUTIVE** **LONDON (HYBRID)** We are recruiting for a Private Banking Executive to work closely with a Private Banker, an exceptional level of service to clients at all times. The role is based in our Mayfair, and offers hybrid working with a requirement to be onsite 3 days per week (Monday and Friday as anchor days). **WHY JOIN...
-
Private Banking Assistant
2 days ago
London, United Kingdom Société Générale Full time**Responsibilities**: **Description of the Business Line or Department** The Client Services Team (CST) sits within the Commercial Department which is responsible for the profitable management and strategic direction of the Private Banking Teams in the UK, CI and GIB. CST is a key frontline function with a core focus to provide a high level of client...
-
Private Banking Assistant
1 week ago
London, United Kingdom Market Talent Ltd Full timePrestigious International bank is seeking Private Banking Assistant to join their existing team. You will be supporting Private Banking Relationship Managers in their day-to-day activities: account opening, amendments and closing, follow up on debit cards/internet banking, AML, and credit tasks. **You must be able to read and speak Arabic fluently** **Key...
-
Private Banking Assistent
1 week ago
London, United Kingdom Market Talent Ltd Full timePrestigious International bank is seeking Private Banking Assistant to join their existing team. You will be supporting Private Banking Relationship Managers in their day-to-day activities: account opening, amendments and closing, follow up on debit cards/internet banking, AML, and credit tasks. **You must be able to read and speak Arabic fluently** **Key...
-
Private Banking Assistant
6 days ago
London, United Kingdom eFinancial Careers Full time**Description of the Business Line or Department** The Client Services Team (CST) sits within the Commercial Department which is responsible for the profitable management and strategic direction of the Private Banking Teams in the UK, CI and GIB. CST is a key frontline function with a core focus to provide a high level of client service for our HNW and...
-
Private Banking Assistant
6 days ago
London, United Kingdom eFinancial Careers Full time**Description of the Business Line or Department** The Client Services Team (CST) sits within the Commercial Department which is responsible for the profitable management and strategic direction of the Private Banking Teams in the UK, CI and GIB. CST is a key frontline function with a core focus to provide a high level of client service for our HNW and...
-
Private Banking Assistant
1 week ago
London, United Kingdom Société Générale Full time**Responsibilities**: **Description of the Business Line or Department** Our commercial strategy focuses on three main areas: - Ensure growth through our key client segments: KCS (Key Client Segment), FIM (Financial Intermediaries), Core Segment, International and Privilege teams; - Tighten our global sales management, notably by combining our indicators...
-
Client Lifecycle Management
7 months ago
London, United Kingdom Redstone Private Banking Full timeRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
-
Director Private Banking
6 days ago
London Area, United Kingdom Ateca Consulting Full timeExciting Opportunity: Director of Private Banking – LondonA prestigious Swiss private bank is seeking Directors of Private Banking for their London office. This is a remarkable chance to lead and grow within a forward-thinking institution that values and rewards success.🎯 Why Consider This Opportunity?✔️ Previous hires have experienced a 20% to 40%...
-
Director Private Banking
6 days ago
London Area, United Kingdom Ateca Consulting Full timeExciting Opportunity: Director of Private Banking – LondonA prestigious Swiss private bank is seeking Directors of Private Banking for their London office. This is a remarkable chance to lead and grow within a forward-thinking institution that values and rewards success.🎯 Why Consider This Opportunity?✔️ Previous hires have experienced a 20% to 40%...
-
Director Private Banking
6 days ago
London Area, United Kingdom Ateca Consulting Full timeExciting Opportunity: Director of Private Banking – London A prestigious Swiss private bank is seeking Directors of Private Banking for their London office. This is a remarkable chance to lead and grow within a forward-thinking institution that values and rewards success. Why Consider This Opportunity? ✔️ Previous hires have experienced a 20% to...
-
Private Banking Assistant
1 week ago
London, UK, United Kingdom JJ Search Full timeSALARY: 35-50K - dependent on salary Client A respected Private Wealth Management firm based in London. The Role The Private Banking Assistant role that requires someone who can speak either Italian. This is a great opportunity for an ambitious individual keen to help assist in the day to day of Private Banking. The Private Banking Assistant will...
-
Private Banking Assistant
2 weeks ago
London, United Kingdom JJ SEARCH LIMITED Full timeSALARY: 35-50K - dependent on salary Client A respected Private Wealth Management firm based in London. The Role The Private Banking Assistant role that requires someone who can speak Italian This is a great opportunity for an ambitious individual keen to help assist in the day to day of Private Banking. The Private Banking Assistant will work...
-
Private Banking Assistant
3 weeks ago
London, United Kingdom JJ SEARCH LIMITED Full timeSALARY: 35-50K - dependent on salaryClient A respected Private Wealth Management firm based in London.The Role The Private Banking Assistant role that requires someone who can speak ItalianThis is a great opportunity for an ambitious individual keen to help assist in the day to day of Private Banking.The Private Banking Assistant will work alongside the...
-
Private Banking Assistant
3 weeks ago
London, United Kingdom JJ SEARCH LIMITED Full timeSALARY: 35-50K - dependent on salaryClient A respected Private Wealth Management firm based in London.The Role The Private Banking Assistant role that requires someone who can speak ItalianThis is a great opportunity for an ambitious individual keen to help assist in the day to day of Private Banking.The Private Banking Assistant will work alongside the...
-
Private Banking Assistant
3 weeks ago
London,, UK, United Kingdom JJ SEARCH LIMITED Full timeSALARY: 35-50K - dependent on salaryClient A respected Private Wealth Management firm based in London.The Role The Private Banking Assistant role that requires someone who can speak ItalianThis is a great opportunity for an ambitious individual keen to help assist in the day to day of Private Banking.The Private Banking Assistant will work alongside the...
-
Head of Compliance and Mlro
1 week ago
London, United Kingdom Redstone Private Banking Full timeRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
-
Private Banking Assistant with fluent Italian
4 weeks ago
Central London, United Kingdom Angela Mortimer Plc - International Division Full timeSALARY: 35-50K - Italian speaking Private Banking Assistant required in Central LondonA respected Private Wealth Management firm based in London.The Role Italian speaking Private Banking Assistant required for a bilingual Italian speaking Assistant.This is a great opportunity for an ambitious individual keen to help assist in the day to day of Private...