Investment Assistant - 12 month FTC at LGT Wealth Management UK LLP

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.

Job Description

Business Unit:
The teams’ primary goal is to help UHNW clients enhance their wealth. We are involved in a broad range of activities including Investments, Strategy and Planning/Structuring. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice.

Brief Role Objective
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.

Key Responsibilities:

• Collate and distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided.
• Collate & distribute LGT Lombard Lending account opening and credit documentation
• 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.
• 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.
• Provide regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable.
• Assist in resolving client queries regarding their portfolios or account opening.
• Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding
• Assist in preparing and also maintaining internal management information, ensuring that it is informative, accurate, consistent and up to date.
• 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.
• Assist in managing the team's private equity and other illiquid investments, including making capital calls, maintaining accurate records and reporting to clients
• Experience with Microsoft Excel is particularly useful as the role will involve oversight of the private equity investment and fee records
• Liaising across the firm with other teams who have clients investing in private equity
• Assisting the private equity team with investment memos
• Support for the Trainee Investment Managers on presentations, reports and analysis

Requirements

Key Skills and Technical 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.

Other Skills and Attributes:

• 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

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us.

Human Resources