Private Banking Assistant with fluent Italian

SALARY: 35-50K

Italian Speaking Private Banking Assistant Required in Central London

A respected Private Wealth Management firm based in London is seeking an Italian speaking Private Banking Assistant.

The Role

The Italian speaking Private Banking Assistant will assist the Portfolio Team in the following:

1. Assist in the analysis of investments.
2. Execute trades and check settlements.
3. Produce periodic client reporting and client portfolio performance data and analysis.
4. Prepare investment presentations.
5. Take minutes from the Investment Committee meeting and external meetings.
6. Update charts and model performance data quarterly.
7. Contribute to ad-hoc research reports.

Excellent client relationship management skills are required.

The Candidate

Must Speak Italian.

Minimum of 2 years experience within trading or a portfolio management, private banking environment as a Private Banking Assistant.

Strong communication and numerical skills.

Strong IT skills – Excel/Word.

Beneficial to have an IAD qualification or IMC, or a willingness to study for this.