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About the Role

This role involves promoting LGT Wealth Management UK LLP's business development strategy to intermediaries through proactive communication and relationship management, aiming to generate Assets under Management (AUM) and new business opportunities.

Responsibilities

Promote and communicate the business development strategy to intermediaries through proactive telephone contact, structured follow-up, and ongoing relationship management.
Present the firm’s proposition clearly and maintain regular contact with priority intermediary firms.
Align 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.
Assist in generating new business opportunities and developing new intermediary contacts through outbound calling and relationship-building activity.
Support the promotion of LGT Wealth Management UK LLP to IFAs and other intermediaries.
Introduce Investment Managers to relevant intermediary contacts and refer opportunities internally or externally.
Coordinate follow-up activity, ensuring introductions are timely and appropriate.
Research market developments, competitor activity, and intermediary feedback to identify potential growth areas and support new business initiatives.
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.
Ensure all account relationships, activities, or management of Client relationships do not expose the firm to unacceptable levels of risk.
Act at all times in a professional manner.
Keep accurate records of all meetings attended and follow up on leads.
Actively participate in and promote the sharing of knowledge.
Ensure all tasks are conducted accurately, efficiently, and timely.
Actively assist others when required to ensure team objectives are met.

Requirements

Thorough understanding of Internal & External Systems.
Proficient levels of Microsoft Office skills, especially Excel, Word & PowerPoint.
Keep abreast of developments in the financial industry and any regulatory changes.
Comply with LGT Wealth Management UK’s policies and procedures.
Work towards an approved level 4 qualification to gain diploma status.
Entrepreneurial, self-motivated, and target-driven.
Excellent networking, presentation, and communication skills.

Skills

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

Location

London
Edinburgh
Jersey
Leeds
Birmingham
Bristol
Manchester

Work Type

Full-time

Experience Level

Mid-level

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.
Focuses on UK, US, and Jersey-based clients.
Head office in London with a presence in multiple UK cities.
Offers a transparent service designed around client needs, drawing on in-depth industry knowledge and experience.
Provides a flexible, bespoke service adapted to each client’s needs.
Mission is 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.