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About the Role

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.

Responsibilities

• Collate and distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided.
• Provide regular and ad-hoc information and to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable.
• 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 in resolving client queries regarding their portfolios or account opening.
• Making payments for clients
• Preparing meeting packs for clients ensuring all data is accurate and up to date
• Prepare Investment Policy Statements ensuring that information around client’s objectives, risk profile and financial situation is accurately recorded and that any discrepancies are investigated and resolved.
• Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding
• Liaise effectively with external custodians and providers to obtain information required for clients.
• Carry out ad-hoc administration tasks for the team as required.
• Proficient in the use of all internal and external systems and information feeds.
• Support for the Trainee Investment Managers on presentations, reports and analysis

Requirements

• 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.
• 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.
• A knowledge of private equity investments is beneficial

Skills

• Microsoft Office Suite
• Excel
• Outlook
• Word
• Front office systems
• Communication skills
• Numeracy skills
• Private equity investments

Location

• London

Work Type

• Full-time

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.
• 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.
• The team manages globally diversified portfolios for domestic and international clients, building enduring relationships with UHNW and HNW private clients, their families, trustees and directors.
• With broad experience across private clients, trusts, charities and corporates, we provide holistic wealth management advice spanning investments, strategy and structuring, underpinned by technical excellence and integrity.
• 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, we have years of experience in the management of sizeable sums of assets.