Jobs at LGT Private Banking

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.

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.

Support digital and communications, manage website updates, produce social media and client communications, maintain internal comms, assist event delivery and webinar programme, act as brand guardian, manage printed merchandise and client gifting, and support campaigns and marketing administration.

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.