JJ SEARCH LIMITED
Scaleup · Agency
Junior Portfolio Manger , Investment Client Support , Italian speaking
Client
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.
Strong IT skills – Excel/Word.
Beneficial if you had a IAD or qualification or IMC – or a willingness to study for this.
About JJ SEARCH LIMITED
JJ SEARCH specialises in recruitment for the Investment Management & Private Banking industry within the UK, covering all levels. JJ SEARCH offers a contingency recruitment solution with a proactive and ‘search like’ mentality within the Investment Management and Private Banking sector. With 10 years of industry expertise, our clients and candidates can be assured that our approach is thorough, e
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