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- Tasks: Assist the Portfolio Team with investment analysis and client reporting.
- Company: Join a respected Private Wealth Management firm in Central London.
- Benefits: Competitive salary of 35-50K and opportunities for professional growth.
- Why this job: Perfect for ambitious individuals wanting to thrive in private banking and finance.
- Qualifications: Fluent Italian speaker with 2+ years in trading or portfolio management.
- Other info: Strong IT skills required; IAD or IMC qualification is a plus.
The predicted salary is between 28000 - 42000 £ per year.
SALARY: 35-50K – Italian speaking Private Banking Assistant required in Central LondonA respected Private Wealth Management firm based in London.The Role Italian speaking Private Banking Assistant required for a bilingual Italian speaking Assistant.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. Italian speaking 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 Italian speaking 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 Italian speaking Private Banking Assistant will contribute to Ad-hoc research reports as well and have excellent client relationship management skills.The Candidate Must Speak Italian+ 2 years minimum 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 if you had a IAD or qualification or IMC – or a willingness to study for this.
Private Banking Assistant with fluent Italian employer: Angela Mortimer Plc - International Division
Contact Detail:
Angela Mortimer Plc - International Division Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Assistant with fluent Italian
✨Tip Number 1
Make sure to highlight your experience in trading or portfolio management during your conversations. Be ready to discuss specific examples of how you've contributed to investment analysis or client reporting in your previous roles.
✨Tip Number 2
Since this role requires strong communication skills, practice articulating your thoughts clearly and confidently. Consider preparing a few key points about your experience that demonstrate your ability to manage client relationships effectively.
✨Tip Number 3
Familiarize yourself with the latest trends in private banking and investment strategies. Being knowledgeable about current market conditions can help you stand out during discussions with the hiring team.
✨Tip Number 4
If you have any relevant certifications like IAD or IMC, be sure to mention them. If not, express your willingness to pursue these qualifications, as it shows your commitment to professional development in the field.
We think you need these skills to ace Private Banking Assistant with fluent Italian
Some tips for your application 🫡
Highlight Language Skills: Make sure to emphasize your fluency in Italian prominently in your CV and cover letter. Mention any relevant experiences where you used your language skills, especially in a professional context.
Showcase Relevant Experience: Detail your experience in private banking or portfolio management. Use specific examples to demonstrate your understanding of trading, client reporting, and investment analysis.
Demonstrate IT Proficiency: Since strong IT skills are essential for this role, highlight your proficiency in Excel and Word. Consider mentioning any specific projects or tasks where you utilized these tools effectively.
Tailor Your Application: Customize your CV and cover letter to align with the job description. Use keywords from the job listing to show that you understand the role and its requirements, making it clear why you are a great fit.
How to prepare for a job interview at Angela Mortimer Plc - International Division
✨Showcase Your Language Skills
Since the role requires fluent Italian, be prepared to demonstrate your language proficiency during the interview. You might be asked to conduct part of the interview in Italian or discuss your experience working with Italian clients.
✨Highlight Relevant Experience
Make sure to emphasize your previous experience in private banking or portfolio management. Discuss specific tasks you handled, such as executing trades or preparing client reports, to show that you understand the role's requirements.
✨Prepare for Technical Questions
Expect questions related to investment analysis and trading. Brush up on your knowledge of financial instruments and market trends, and be ready to discuss how you've applied this knowledge in past roles.
✨Demonstrate Strong Communication Skills
As a Private Banking Assistant, you'll need excellent client relationship management skills. Prepare examples of how you've successfully communicated with clients or resolved issues in the past to showcase your interpersonal abilities.
