Are you an Italian speaking, Finance, Economics or Business Management Graduate with a few years experience in the Private Banking sector looking for the next step in your career?
--- we will only consider those who can be in the office at Bond Street 5 days per week and have a background in KYC, Private Banking ---
A unique opportunity has arisen to join an independent, international financial services boutique in the heart of London.
This could be a fantastic opportunity for a self-driven, motivated individual to become the newest member of our fast-growing wealth management family.
Duties will include:
- Producing client reports, performance, and analysis
- Updating client files on our system
- Checking trade settlements and reconciling within portfolio management system
- Invoicing
- Minute-taking
The successful candidate will have:
- Minimum 2-year relevant work experience
- Strong attention to detail, organisational skills, and ability to multi-task
- Degree in Finance, Economics, Business Management, or related field
- Investment-related skills
- Strong IT skills including Excel and Word
- Strong awareness of risk and compliance
- Language skills (Italian essential; French preferable)
Desirable (not compulsory):
- analytical skills, Finance knowledge, and Portfolio Management, Minimum Level 4 Investment Management Qualification; experience with trading