Jobs at LGT Private Banking

Provide administrative and client support to Partners and Investment Managers, managing account openings, client communications, payments, meeting packs, investment policy statements, liaising with custodians, and assisting trainee managers with reports and analysis.

The PMO Analyst role involves monitoring and reporting on projects, managing RAID logs, coordinating governance processes, and supporting the Change Portfolio. The candidate will also facilitate meetings and maintain stakeholder relationships, while possibly managing smaller initiatives.

Support Investment Partners and Managers in servicing HNW/UHNW clients by preparing reports, analytics, portfolio monitoring, corporate actions, client/adviser correspondence, and assisting with investment research and meeting preparation. Maintain client data, liaise with operations and custodians, produce presentations/valuations, and ensure compliance and professional development.

Support and execute testing from the annual Compliance Monitoring Plan. Perform data gathering, carry out tests to deadlines, document findings and recommendations, agree responses with business areas, track remediation, and suggest improvements to test scripts. Provide ad-hoc support to the wider Legal and Compliance team.

Provide administrative support to the Wealth Planning team, including client data maintenance, communication with clients, and general administrative tasks.

Provide administrative and client-facing support to Partners and Investment teams: manage account opening packs and asset transfers, maintain accurate client records, prepare reports and MI, handle email queries, book meetings, manage diaries and expenses, liaise with custodians and internal teams to ensure timely, accurate client service.

Provide administrative and operational support to Investment Partners and Managers serving HNW/UHNW clients. Manage client and adviser communications, reporting, trade settlement liaison, corporate actions, performance analytics, portfolio monitoring, and report/presentation preparation. Assist with research, attend meetings and seminars, maintain client records, and ensure compliance and accurate data management.

Provide high-quality investment, administrative and client-service support to two Investment Managers. Manage reporting, CRM, workflow, trade processing, corporate actions, analytics and client correspondence. Prepare client materials, attend meetings, support business development and maintain accurate account data while developing investment knowledge and professional qualifications.

Provide telephone-based support to Business Development Directors to promote LGT Wealth Management to IFAs and intermediaries, generate AUM, build and maintain intermediary relationships, coordinate introductions to Investment Managers, support onboarding, research market and competitor activity, and assist with business development initiatives aligned with team targets.

Support Business Development communications targeting Financial Advisers by coordinating literature and website updates, managing email distributions and events (webinars, conferences), assisting video production and presentation creation, handling white-labeling and merchandise logistics, and ensuring brand and compliance standards are maintained.