Job Description
SALARY:
35-50K - dependent on salary Client:
A respected Private Wealth Management firm based in London. The Role: The Private Banking Assistant role requires someone who can speak Italian. This is a great opportunity for an ambitious individual keen to assist in the day-to-day operations 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 client portfolio performance data and analysis. The Private Banking Assistant will prepare 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 for the same. The Private Banking Assistant will contribute to ad-hoc research reports. The Candidate: Must speak Italian. Minimum of 2 years experience within trading or a portfolio management, private banking environment. Strong communication and numerical skills. Strong IT skills – Excel/Word. Beneficial if you have an IAD or qualification or IMC – or a willingness to study for this.
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SALARY:
35-50K - dependent on salary Client:
A respected Private Wealth Management firm based in London. The Role: The Private Banking Assistant role requires someone who can speak Italian. This is a great opportunity for an ambitious individual keen to assist in the day-to-day operations 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 client portfolio performance data and analysis. The Private Banking Assistant will prepare 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 for the same. The Private Banking Assistant will contribute to ad-hoc research reports. The Candidate: Must speak Italian. Minimum of 2 years experience within trading or a portfolio management, private banking environment. Strong communication and numerical skills. Strong IT skills – Excel/Word. Beneficial if you have an IAD or qualification or IMC – or a willingness to study for this.
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