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Private Banking Assistant
2 months 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 either Italian or French
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 or French
+ 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.