Private Banking Assistant

1 month ago


London, Greater London, United Kingdom JJ Search Ltd Full time

Job Title: Private Banking Assistant

Company: A well-established Private Wealth Management firm based in London.

  • Fluency in Italian or French required
  • Assist Portfolio Team with investment analysis and execution
  • Produce client reports and portfolio performance analysis
  • Prepare investment presentations
  • Take minutes in meetings and update performance data
  • Contribute to research reports

Requirements:

  • Minimum 2 years experience in trading or portfolio management
  • Strong communication and numerical skills
  • Proficient in Excel/Word
  • Desirable to have IAD or IMC qualification


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