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- Tasks: Assist in daily operations of Private Banking and support the Portfolio Team.
- Company: Join a respected Private Wealth Management firm based in London.
- Benefits: Competitive salary between 35-50K and opportunities for professional growth.
- Why this job: Perfect for ambitious individuals looking to make an impact in finance.
- Qualifications: Must speak Italian and have at least 2 years of relevant experience.
- 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 – 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 Italian
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
+ 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.
Private Banking Assistant , Italian speaking employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Assistant , Italian speaking
✨Tip Number 1
Make sure to highlight your Italian language skills during networking events or conversations. Being able to communicate fluently in Italian is a key requirement for this role, so don't hesitate to showcase your proficiency.
✨Tip Number 2
Familiarize yourself with the latest trends in private banking and investment analysis. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 3
Connect with professionals already working in private banking or wealth management on platforms like LinkedIn. Engaging with them can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Prepare to discuss your experience with trading and portfolio management in detail. Be ready to share specific examples of how you've contributed to previous teams, as this will set you apart from other candidates.
We think you need these skills to ace Private Banking Assistant , Italian speaking
Some tips for your application 🫡
Highlight Language Skills: Make sure to emphasize your Italian language proficiency in your CV and cover letter. Mention any relevant experiences where you used Italian, especially in a professional context.
Showcase Relevant Experience: Detail your experience in trading or portfolio management. Use specific examples to demonstrate your skills and how they relate to the responsibilities of the Private Banking Assistant role.
Demonstrate IT Proficiency: Since strong IT skills are required, highlight your proficiency in Excel and Word. Consider including examples of how you've used these tools in previous roles, particularly for data analysis or reporting.
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 are a good fit for the company.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Language Skills
Since the role requires fluency in Italian, be prepared to demonstrate your language skills during the interview. You might be asked to conduct part of the conversation in Italian or discuss your experience working with Italian clients.
✨Highlight Relevant Experience
Make sure to emphasize your previous experience in trading or portfolio management. Be ready to discuss specific examples of how you've assisted in these areas and any relevant achievements that showcase your capabilities.
✨Prepare for Technical Questions
Expect questions related to investment analysis and trade execution. Brush up on your knowledge of financial instruments and market trends, as well as your proficiency in Excel and other IT tools that are essential for the role.
✨Demonstrate Strong Communication Skills
As a Private Banking Assistant, effective communication is key. Practice articulating your thoughts clearly and concisely, and be prepared to discuss how you handle client interactions and team collaborations.
