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About us
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £22 billion in funds under management and circa 500 staff.
Your challenge
Brief Role Objective:
To provide general and administrative support to Investment Managers to ensure that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and timely manner. Will have some contact with our client base, dealing with their enquiries and providing support at client meetings where appropriate.
Key Responsibilities:
- Working closely with the administration team on the desk to ensure account opening is fully and accurately completed and that all necessary documentation is provided
- Assist in preparing Investment Policy Statements ensuring that information around client’s objectives, risk profile and financial situation is accurately recorded
- Monitor the progress and timeliness of account opening and asset/cash transfers to meet our client service standards and keep all relevant internal and external parties informed
- Provide regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable
- Deal directly with clients and their advisers to support them in resolving general queries regarding their portfolios or account opening
- Correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding
- Maintain internal management information, ensuring that it is informative, accurate, consistent and up to date
- Assist in preparing internal management information, ensuring that data is accurate, consistent and up to date.
- Assisting with preparing materials for meetings with clients.
- Keep comprehensive client records and ensure that these are accurate and up to date at all times liaising effectively with colleagues in other departments, platforms & external custodians as necessary
- Execute the trading activity (when able), ensuring that trades are input accurately and within both regulatory and internal deadlines
- Liaise effectively with external custodians and providers to obtain information required for clients and their advisers
- Proficient in the use of all internal and external systems and information feeds
Your profile
Market, clients and competitors - Essential:
- Keeps abreast of all relevant developments in the financial services industry and any regulatory changes which may affect the team.
- Generates new ideas/initiatives to help promote firm to potential clients.
- Keeps accurate client records and ensures these are held in the appropriate format on the relevant database.
Other skills, competencies and attributes - Essential:
- Takes initiative for their own work within an understood framework of scope and authority.
- Acts at all times in a professional manner.
- Deals with all matters promptly, professionally and effectively without being reminded.
- Conducts role in accordance with LGT Wealth Management’s procedures, within individual authorisation levels and in a compliant manner.
- Readily assists the team and the Firm in achieving its objectives.
- Undertakes other tasks or specific project work as and when requested by the Investment Managers.
- Makes effective use of time in order to carry out tasks to the appropriate standard.
- Adhere to all company-wide policies, procedures and compliance requirements.
IT:
- Good working knowledge of the Microsoft Office suite of products.
Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.
Contact
Alex Johnson
Senior Recruitment Advisor+44 (20) 38399213
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