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:

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.

Brief Role Objective (Trainee Investment Manager):

To provide general and administrative support to and the 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 in a timely manner. Will have regular contact with HNW client base, dealing with their enquiries and providing support at client meetings where appropriate.

Key Responsibilities:

• To assist the team with all aspects of client contact, including ongoing and regular reporting requirements and ad-hoc reporting requirements
• To act as the liaison with the Dealers and Back Office on the settlement of deals, keeping the team abreast of any irregularities
• To maintain client lists and information, including spreadsheets/databases and Bloomberg sheets.
• To review and advise on corporate actions
• To provide all analytics for the team, including performance, asset allocation reports and capital gains
• To ensure that all current/new client account data is complete, up-to-date and accurate at all times
• To produce reports and presentations for existing and prospective clients including the collating and distribution of valuations and end of year packs
• To deal with client correspondence and queries
• To monitor portfolios content and performance for Investment Managers
• To ensure all prospects are stored on the relevant database and all client correspondence on file
• To preparing and collate research and stock recommendations for the Investment Managers, including purchase and sale paragraphs
• To monitor external custodians for accuracy and timeliness of processing
• Maintain and update Investment Policy Statements (IPS)
• Execute required dealing activity under instruction to implement strategic and tactical asset allocation decisions in client portfolios

Key Skills and Technical Requirements:

• This role is open to those who have previously worked in a Front Office environment in a similar role, e.g. an Investment Assistant
• Appropriate Level 4 qualification e.g. Investment Advice Diploma (IAD)
• Good working knowledge of the Microsoft Suite of Products
• 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
• Strong interpersonal skills; ability to build relationships with different teams
• 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 policies and procedures, within individual authorisation levels and in line with compliance requirements
• 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
• Excellent verbal and written communication skills
• Organised approach to work, with close attention to detail so that records (including client files) are maintained in line with the Firm’s policies and procedures

We are looking forward to receiving your online application.

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

Human Resources