Asset Transfers Analyst (15 month FTC) | London, UK

LGT Group; London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading wealth management firm in London is seeking a dedicated professional for their Custody Services Team. The role involves managing client asset transfers, ensuring accuracy and compliance, and collaborating with various teams to enhance processes. Ideal candidates will have strong asset transfer experience, excellent communication skills, and a proactive approach to problem-solving. Join a dynamic team committed to delivering exceptional service to clients.

Qualifications

• Strong asset transfer experience with a UK Wealth Manager or Stockbroker.
• Good team player with strong organization skills.

Responsibilities

• Provide support for client account transfers ensuring timely and accurate processing.
• Liaise with stakeholders to resolve transfer issues and delays.
• Assist in technology/systems changes and process improvements.

Skills

Asset transfer experience

ISA knowledge

Communication skills

Numeracy skills

Analytical skills

Problem solving

Organizational skills

Self-motivation

Tools

Microsoft Office

FNZ Wealth Asset Management

Equisoft (Altus)

Job description

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 established 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 focusing on US and Jersey-based clients.

Our head office is in London, with additional presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol, and Manchester.

Our mission is to create long-term value for all stakeholders. We foster a culture of innovation, respect, integrity, conviction, and entrepreneurship. As our brand grows, we are becoming an employer of choice in our sector. We currently manage over £30 billion in funds with approximately 700 staff.

Job Description

Business Unit:

The Custody Services Team includes 36 staff providing support for the Firm's Investment/Wealth Asset Managers, their teams, and clients. The team comprises Trade Support (Settlements, Transfers, Treasury), Data Management, Corporate Actions, and Tax and Operations Control. The Transfers Team manages client transfer processes for all product types and onboarding/subscription processes for ISAs/JISAs.

Role Objectives:

• Support all aspects of client account transfers ensuring timely and accurate processing.
• Manage asset transfers across products such as GIA, ISA, SIPP, OIB.
• Monitor transfer progress and liaise with stakeholders to resolve issues.
• Assist the Front Office to manage client assets promptly.

Key Responsibilities:

• Arrange transfers ensuring records are accurate and reflect the assets transferred.
• Coordinate with Settlements and Client Services to ensure compliance and accuracy of valuations and tax calculations.
• Keep the Front Office informed of transfer statuses.
• Assist in recording and distributing management information.
• Support the Transfers Manager and participate in system improvements.
• Contribute to process improvements and troubleshoot issues as needed.

Requirements:

Skills and Competencies:

• Asset transfer experience with a UK Wealth Manager or Stockbroker.
• ISA knowledge and experience.
• Team player with good organisational skills.
• Excellent communication skills.
• Strong numeracy and analytical abilities.
• Proactive problem-solving skills.
• Process improvement mindset.
• Self-motivated.

IT Skills:

• Proficient in PC and Microsoft Office.
• Experience with FNZ Wealth Asset Management platform (Figaro) is desirable.
• Experience with Equisoft (Altus) platform is desirable.

Contact:

We look forward to your online application. For further information, please contact us:

LGT Wealth Management UK LLP
Human Resources
Alex Johnson

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