A start- up private family office in Mayfair is seeking a Private Banking Assistant, preferably with fluency in Italian. The company is an international financial servies boutique assisting with Financial, Business and Family needs based in Mayfair.
Responsibilities include assisting in keeping client files up to date, managing compliance including client on-boarding, chekcing on trade settlements as well as the production of monthly and quarterly client reporting and invoicing.
Administrative tasks include diary and travel arrangements, taking minutes at internal and external client meetings and managing client operations. You will participate in project management both on an administrative and operational capacity.
Key skills in MS Office Packages is key as well as Advanced Excel. You will assist the CEO focussing on administrative task as well as implementing investment decisions via the portfolio management system.
Previous work experience within private banking is highly desirable. The role offers an immediate start on an exciting fast-growing International environment.