Private Banking Assistant

3 weeks ago


London Area, United Kingdom JJ SEARCH LIMITED Full time

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.



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