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About the Role

This role supports the lead Business Development Directors in promoting LGT Wealth Management UK LLP to the intermediary market, aiming to increase Assets under Management (AUM). The position acts as an ambassador, proactively developing and maintaining intermediary relationships through telephone contact, handling inquiries, and supporting business development activities aligned with the firm’s strategic objectives.

Responsibilities

Promote and communicate LGT Wealth Management UK LLP’s business development strategy to intermediaries through proactive telephone contact, structured follow-up and ongoing relationship management.
Present the firm’s proposition clearly, maintaining regular contact with priority intermediary firms and aligning discussions with the wider Business Development team’s objectives.
Proactively support the generation of Assets under Management (AUM) from the intermediary sector, in line with targets agreed with the Head of Business Development.
Assist the Business Development Director in generating new business opportunities and developing new intermediary contacts through outbound calling and relationship-building activity.
Support the Business Development Director in promoting LGT Wealth Management UK LLP to IFAs and other intermediaries who influence the buying decision.
Introduce Investment Managers to relevant intermediary contacts and refer opportunities internally or externally where appropriate.
Coordinate follow-up activity, ensuring introductions are timely and appropriate.
Research market developments, competitor activity and intermediary feedback to identify potential areas of growth and support the development of new business initiatives.

Requirements

Thorough understanding of internal and external systems.
Proficient levels of Microsoft Office skills, especially Excel, Word & PowerPoint.
Keep abreast of developments in the financial industry along with any regulatory changes.
Comply with LGT Wealth Management UK’s policies and procedures.
Work towards an approved level 4 qualification to gain diploma status.
Understand Clients’ objectives and strategic intent.
Maintain close control during the pitch process and on occasion run Client accounts directly.
Contribute constructively to discussions and meetings as appropriate.
Ensure that all account relationships, activities or management of Client relationships do not expose LGT Wealth Management UK LLP to unacceptable levels of legal, regulatory, operational or reputational risk.
Act at all times in a professional manner.
Keep accurate records of all meetings attended and follow up on leads as and when appropriate.
Entrepreneurial, self-motivated and target driven.
Actively participate in and promote the sharing of knowledge.
Excellent networking, presentation and communication skills.
Ensure all tasks are conducted in an accurate, efficient and timely manner in accordance with LGT Wealth Management UK's procedures.
Ensure that all entertainment is cost effective and expenses are kept to a reasonable level.
Actively assist others when required to ensure that the team meets its objectives.

Skills

Microsoft Office (Excel, Word, PowerPoint)
Networking
Presentation
Communication

Location

London

Work Type

Full-time

Experience Level

Not specified

Education Level

Level 4 qualification

About the Company

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.
Established in 2008 with a fresh approach to wealth management.
Offers a transparent service designed around client needs.
Provides a flexible, bespoke service adapted to each client’s needs by drawing together in-depth knowledge and experience.
Mission is to create long-term value for all stakeholders.
Culture encourages individuals to generate, develop and implement ideas.
Core values: Belonging, respect, integrity, conviction and entrepreneurship.
Becoming an employer of choice in its sector with over £30 billion in funds under management and circa 700 staff.
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family.
As the family office of the Princely House of Liechtenstein, LGT has years of experience in the management of sizeable sums of assets.