A respected Private Wealth Management firm based in London.
The Role
The Junior Portfolio Manager / Investment Client Support role requires someone who can speak Italian - this is essential.
The Junior Portfolio Manager / Investment Client Support will work alongside a Senior Investment Director / Client Relationship Manager and assist with managing Client Investment Portfolios, checking and executing trades and checking settlements.
The Junior Portfolio Manager / Investment Client Support will help to produce periodic client reporting and will produce client portfolio performance data and analysis.
The Junior Portfolio Manager / Investment Client Support will prepare the investment presentations and 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 Candidate
Must Speak Italian
+ 2 years minimum experience within trading or a portfolio management, private banking, investment management environment
Strong communication and numerical skills.
Beneficial if you had a IAD or qualification or IMC - or a willingness to study for this.
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Junior Portfolio Manger , Investment Client Support , Italian speaking employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
