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About the Role

The primary goal is to service HNW/UHNW clients and enhance their wealth through direct relationships and intermediaries. We are involved in investments, strategy, and planning/structuring, built on technical excellence and integrity to ensure a holistic wealth management service.

Responsibilities

• Assist the team with all aspects of client and adviser contact, including ongoing and ad-hoc reporting.
• Act as the liaison with operational teams on deal settlement and report irregularities.
• Maintain client lists and information, including spreadsheets and databases.
• Support the Investment Manager and Partner with book-wide trading preparation.
• Review and advise on corporate actions, instructing the Corporate Actions team.
• Provide analytics for the team, including performance, asset allocation, and capital gains reports.
• Ensure all current and new client account data is complete, up-to-date, and accurate.
• Produce reports and presentations for existing and prospective clients, including valuations and end-of-year packs.
• Handle client and adviser correspondence and queries.
• Monitor portfolios for content and performance for Investment Partners/Investment Managers.
• Ensure all prospects are stored on the relevant database and client correspondence is filed.
• Assist the Investment Manager and Partner with investment research and assessment.
• Attend client meetings with Investment Partners/Investment Managers, ensuring reviews and reports are scheduled, produced to a high standard, and delivered on time.
• Attend 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.

Requirements

• Good working knowledge of the Microsoft Office suite.
• Some experience with AI systems (e.g., ChatGPT, Claude) is beneficial but not necessary.
• Previous work experience in a Front Office environment in a Trainee Investment Manager position, ideally within Wealth Management, is beneficial but not necessary.
• Investment Diploma Advice (IAD) is advantageous.
• 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).
• Keeps abreast of all relevant developments in the financial services industry and regulatory changes.
• Generates new ideas/initiatives to help promote the firm to potential clients.
• Keeps accurate client records and ensures they 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 authorization 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 requested by Investment Managers.
• Makes effective use of time to carry out tasks to the appropriate standard.
• Adheres to all company-wide policies, procedures, and compliance requirements.
• Excellent verbal and written communication skills.
• Excellent attention to detail.

Skills

• Microsoft Office Suite
• AI systems (e.g., ChatGPT, Claude)
• Wealth Management
• Investment Diploma Advice (IAD)
• Professional qualifications
• CPD
• Financial services industry knowledge
• Regulatory changes awareness
• Client record keeping
• Verbal communication
• Written communication
• Attention to detail

Location

• London

Work Type

• Full-time

Experience Level

• Trainee

Education Level

• Investment Diploma Advice (IAD)

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.
• Operates entities focusing on US and Jersey-based clients.
• Head office in London with presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol, and Manchester.
• Offers a transparent service designed around client needs.
• Provides flexible, bespoke services by drawing on in-depth industry knowledge and experience.
• Mission to create long-term value for all stakeholders.
• Culture encourages idea generation, development, and implementation.
• 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 owned by an entrepreneurial family.
• As the family office of the Princely House of Liechtenstein, has years of experience in managing sizeable assets.