Hybrid Trainee Investment Manager na LGT

LGT Wealth Management; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading company in wealth management is seeking a Hybrid Trainee Investment Manager. This role involves providing administrative support to Investment Partners and Managers, ensuring excellent client service through various organizational duties and client communications.

Qualifications

• Stay updated on industry developments and regulations.
• Maintain accurate client records.

Responsibilities

• Assist with client contact, reporting, and ad-hoc requests.
• Coordinate with Dealers and Back Office on deal settlements.
• Generate analytics, reports, and presentations.

Skills

Communication

Attention to Detail

Job description

Hybrid Trainee Investment Manager na LGT

Join to apply for the Hybrid Trainee Investment Manager na LGT role at LGT Wealth Management.

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, 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 offices 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, and entrepreneurship. With over £30 billion in funds under management and approximately 700 staff, we are recognized as a growing employer of choice in our sector.

Job Description

Business Unit

The team aims to help HNW/UHNW clients grow their wealth through tailored, transparent, and trust-based relationships. Activities include Investments, Strategy, and Planning/Structuring, serving a diverse client base including individuals, trustees, and corporate entities. We prioritize technical excellence and integrity to ensure first-class service.

Role Objective

Provide administrative support to Investment Partners and Managers to ensure excellent client service. Tasks include organizational duties, client communication, and support during meetings.

Key Responsibilities

• Assist with client contact, reporting, and ad-hoc requests.
• Coordinate with Dealers and Back Office on deal settlements.
• Maintain client data and review corporate actions.
• Generate analytics, reports, and presentations.
• Handle client correspondence and monitor portfolios.
• Support research and attend client meetings.
• Monitor external custodians for accuracy.

Requirements

Skills and Technical Requirements

• Stay updated on industry developments and regulations.
• Propose initiatives to promote the firm.
• Maintain accurate client records.
• Work proactively within scope and authority.
• Communicate effectively in writing and verbally.
• Adhere to policies and demonstrate attention to detail.

Other Attributes

Conduct role in compliance with LGT procedures and standards.

Additional Information

We look forward to your online application. For further information, please contact Human Resources.

Seniority Level

• Internship

Employment Type

• Contract

Job Function

• Finance and Sales

Industries

• Investment Banking

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