Italian Speaking Private Wealth Management Professional

5 days ago


London, Greater London, United Kingdom Angela Mortimer Plc - International Division Full time

**About Angela Mortimer Plc - International Division**

A leading global player in the private wealth management industry, we are seeking an Italian speaking professional to join our Central London team.

We offer a competitive salary of £45,000 per annum, commensurate with experience, and benefits that include excellent client relationship management skills development opportunities.

The **Job Description**

We are looking for an Italian speaking Private Banking Assistant to assist our Portfolio Team in the following areas:

  • Analysis of investments and execution of trades
  • Settlements and preparation of client reporting
  • Investment presentations and quarterly updates
  • Ad-hoc research reports and minute-taking

The ideal candidate will have strong communication and numerical skills, with minimum 2 years of experience in trading or portfolio management within a private banking environment.

**Required Skills and Qualifications**

We require a candidate who speaks fluent Italian, has strong Excel/Word IT skills and is willing to study for IAD qualification or IMC. A strong understanding of investment analysis and portfolio performance data is essential.

**Benefits**

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is passionate about delivering exceptional client service, and we strive to maintain the highest standards in our industry.



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