Trainee Investment Manager

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.

Business Unit:

The primary goal is to service HNW/UHNW clients enhance their wealth through direct relationships as well as through intermediaries. We are involved in a broad range of activities including Investments, Strategy and Planning/Structuring. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice

Business Unit:

The primary goal is to service HNW/UHNW clients enhance their wealth through direct relationships as well as through intermediaries. We are involved in a broad range of activities including Investments, Strategy and Planning/Structuring. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice

Key responsibilities

• Directly supporting three Investment Managers with all aspects of client and adviser contact, including ongoing regular and ad hoc reporting requirements.
• Dealing with client and adviser correspondence and queries.
• Assisting the Investment Managers with investment research and assessment of new opportunities.
• Monitoring portfolio performance and asset allocation for Investment Managers.
• Acting as the liaison with the Dealers and Back Office on the settlement of deals and keeps the team abreast of any irregularities.
• Maintaining client lists and information including spreadsheets/databases, as well as supporting the Investment Manager and Partner with the preparation of book-wide trading.
• Review and advise on corporate actions i.e. looking at open offers and rights issues. Instruct the Corporate Actions team accordingly.
• Provide all analytics for the team, including performance, asset allocation reports, and capital gains.
• Ensures that all current/new client account data is complete, up-to-date, and accurate at all times.
• Responsible for the production of reports and presentations for existing and prospective clients including the collating and distribution of valuations and end of year packs.
• Ensure all prospects are stored on the relevant database and all client correspondence on file.
• May attend client meetings with Investment Managers where appropriate, with all review meetings and reports produced to a high standard and delivered on time
• Attendance of seminars and functions as required.
• Monitor external custodians for accuracy and timeliness of processing.
• Maintain effective working relationships with key external contacts, including private clients, third-party advisers, intermediaries, and external asset managers.

Key Skills and Technical Requirements:

• Good working knowledge of the Microsoft Office suite of products.
• Some experience of working with AI systems (e.g. ChatGPT, Claude etc.) would be beneficial although not necessary.
• Previous work experience in a Front Office environment in a Trainee Investment Manager position, ideally within Wealth Management, would be beneficial although not necessary.
• Investment Diploma Advice (IAD) is advantageous, with a willingness to proactively work towards professional qualifications in line with internal requirements.
• Undertakes sufficient professional development for the role including CPD (log to be maintained).

Other Skills and Attributes:

• 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.
• 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’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.
• Excellent verbal and written communication skills.

Excellent attention to detail.

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us.

Human Resources