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, Jersey, Leeds, Birmingham, Bristol and Manchester. 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 £30 billion in funds under management and circa 700 staff.
Job DescriptionBusiness Unit:
Our business is responsible for managing client portfolios on a bespoke basis. We are involved in a broad range of activities including portfolio management, investment analysis and relationship management. Each team prides itself on the quality of service it provides their clients ensuring that they have adopted a robust investment process to best manage the investment interests of their clients. We have developed long standing relationships with our clients, some over 20 years and are seen by many as trusted advisors to them and their families.
The foundations of the team are built on technical excellence and integrity to ensure that our clients receive the best possible service. The team pools its wealth of knowledge from the individuals within it who are experts in their field and have many years experience, to ensure that the client receives a first class service in terms of investment advice.
Brief Role Objective:
Be part of a team that provides general and administrative support to the Partners, Investment Managers/Assistants to ensure that the client receives a first class service. Responsible for ensuring that client related, administrative and organisational tasks are completed accurately, efficiently and in a timely manner.
Key Responsibilities:
- Collate & distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided.
- 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.
- Assist the Investment Assistants in providing regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable.
- Assist in resolving client queries regarding their portfolios or account opening.
- Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding.
- Assist in preparing internal management information, ensuring that data is accurate, consistent and up to date.
- 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.
- Liaise effectively with external custodians and providers to obtain information required for clients and their advisers.
- Monitor and assist with email query’s and requests.
- Proficient in the use of all internal and external systems and information feeds.
- Assist on collating LGT Lombard Lending account opening and credit documentation.
- To assist the Investment Assistants and carry out ad-hoc administration tasks for the team as required
- Attend regular forums to ensure knowledge of the business and industry is keep up to date.
- Manage your team’s diary and book meetings as and when requested.
- Monitor and deal with expenses where requested to do so.
Key Skills and Technical Requirements:
- Generates new ideas/initiatives to ensure the effectiveness of the Team. Looks for ways to improve current processes.
- Good working knowledge of the Microsoft Office suite of products, in particular, Excel but also Outlook and Word.
- Understanding of front office systems is desirable.
Other Skills and Attributes:
- Takes initiative for own work, but also works well as part of a team.
- Acts at all times in a professional manner.
- Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner.
- Accuracy and attention to detail and will take time to double check work.
- Strong communication skills; both verbal and written.
- Strong numeracy skills
- Flexibility with a willingness to learn and take on new tasks and learn fast
- Deals with all matters promptly, professionally and effectively without being reminded.
- Readily assists the team in achieving its objectives.
- Ability to prioritise and manage workload whilst responding to urgent requests as they arise. Follows tasks through to the end.
- Makes effective use of time in order to carry out tasks to the appropriate standard.
- Willingness to work towards qualifications in line with the firms policies and procedures.
We are looking forward to receiving your online application.
For any further information please do not hesitate to contact us.
LGT Wealth Management UK LLPHuman Resources
Alex Johnson
