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About the Role

LGT Wealth Management UK LLP is seeking a professional to join their team, focusing on client service and administrative tasks related to account opening and portfolio management. The role involves ensuring accuracy, timeliness, and clear communication with clients and internal/external stakeholders.

Responsibilities

• Collate and distribute account opening packs, ensuring accuracy and completeness of documentation.
• Collate and distribute LGT Lombard Lending account opening and credit documentation.
• Monitor the progress and timeliness of account opening and asset/cash transfers to meet client service standards.
• Keep internal and external parties informed of progress.
• Provide regular and ad-hoc information to clients, ensuring accuracy, consistency, and adherence to timetable.
• Assist in resolving client queries regarding portfolios or account opening.
• Ensure correspondence and reporting is clear, not misleading, technically accurate, and tailored to the client's knowledge level.
• Maintain internal management information, ensuring it is informative, accurate, consistent, and up-to-date.
• Assist in preparing internal management information, ensuring data accuracy, consistency, and timeliness.
• Maintain comprehensive and accurate client records.
• Liaise effectively with colleagues in other departments, platforms, and external custodians.
• Liaise effectively with external custodians and providers to obtain required information.
• Utilize all internal and external systems and information feeds proficiently.

Requirements

• Takes initiative for own work and collaborates effectively within a team.
• Acts professionally at all times.
• Handles all matters promptly, professionally, and accurately without prompting.
• 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 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 and follows tasks through to completion.
• Adheres to all company-wide policies, procedures, and compliance requirements.
• Generates new ideas and initiatives to enhance team administration effectiveness.
• Seeks opportunities to improve current processes.

Skills

• Good working knowledge of the Microsoft Office suite.
• Understanding of front office systems is desirable.

Location

• London
• Edinburgh
• Jersey
• Leeds
• Birmingham
• Bristol
• Manchester

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.
• 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 client needs by drawing on in-depth industry knowledge and experience.
• Mission is to create long-term value for all stakeholders.
• Culture encourages idea generation, development, and implementation.
• Core values include 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.