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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 operational efficiency. This role involves ensuring accurate account opening, preparing investment policy statements, and managing client communications and reporting.

Responsibilities

Ensure account opening is fully and accurately completed with all necessary documentation.
Assist in preparing Investment Policy Statements, accurately recording client objectives, risk profile, and financial situation.
Monitor the progress and timeliness of account opening and asset/cash transfers to meet client service standards.
Keep all relevant internal and external parties informed of progress.
Provide regular and ad-hoc information to clients, ensuring documents and reports are accurate, consistent, and dispatched on time.
Deal directly with clients and their advisers to resolve general 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 with preparing materials for client meetings.
Keep comprehensive and accurate client records, liaising effectively with colleagues, platforms, and external custodians.
Assist the team with trading activity and FX, ensuring accurate input within regulatory and internal deadlines.
Liaise effectively with external custodians and providers to obtain required information.
Be proficient in the use of all internal and external systems and information feeds.

Requirements

Willingness to work towards Level 4 Investment Advice Diploma.
Takes initiative for own work and works well as part of a team.
Acts at all times in a professional manner.
Conducts role in accordance with LGT Wealth Management’s procedures, within individual authorization levels and in a compliant manner.
Demonstrates accuracy and attention to detail, taking time to double-check work.
Strong communication skills, both verbal and written.
Flexibility with a willingness to learn and take on new tasks.
Deals with all matters promptly, professionally, and effectively without being reminded.
Readily assists the team in achieving its objectives.
Ability to prioritize and manage workload while responding to urgent requests.
Follows tasks through to the end.
Makes effective use of time to carry out tasks to the appropriate standard.

Skills

Communication skills
Attention to detail
Teamwork
Initiative
Professionalism
Accuracy
Flexibility
Time management
Client service

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.
Established in 2008 with a fresh approach to wealth management.
Has two other entities focusing on US and Jersey based clients.
Head office is based in London with a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester.
Offers a transparent service designed around client needs.
Provides a flexible, bespoke service adapted to client 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.