Investment Assistant

LGT – Private Banking und Asset Management; Bristol; On-site; GBP 30,000 - 40,000; Full time

Job summary

A private banking firm in Bristol is seeking an Administrative Support professional to assist Investment Managers. Responsibilities include managing client inquiries, ensuring accurate documentation, and maintaining records. Ideal candidates will have a Level 4 Investment Advice Diploma or be willing to achieve it, along with prior experience in a Front Office wealth management setting. The role requires initiative, professionalism, and proficiency in Microsoft Office.

Qualifications

• Desirable to have Level 4 Investment Advice Diploma or willingness to work towards it.
• Experience in a Front Office environment, ideally in Wealth Management.
• Ongoing professional development is required.

Responsibilities

• Provide administrative support to Investment Managers.
• Assist in collating and distributing account opening packs.
• Monitor account opening and asset transfers to meet service standards.
• Resolve client queries regarding their portfolios.
• Maintain comprehensive and accurate client records.

Skills

Initiative

Teamwork

Professionalism

Attention to detail

Client communication

Education

Level 4 Qualified (Investment Advice Diploma)

Tools

Microsoft Office

Front office systems

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 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.

Job Description

Brief Role Objective

Be part of a team providing general and administrative support to our Investments Managers to ensure that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. Will assist with responding to client enquiries where appropriate.

Key Responsibilities

• Collate & distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided
• 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
• Maintain internal management information, ensuring that it is informative,, consistent and up to date
• Assist in preparing internal management information, ensuring that data is accurate, consistent and up to date
• Keep comprehensive client records and ensure that these are accurate and up to date at all times liaising effectively with colleagues in other departments, platforms & external custodians as necessary
• Liaise effectively with external custodians and providers to obtain information required for clients and their advisers
• Proficient in the use of all internal and external systems and information feeds
• Personally develop to add breadth to role, value to your team and the wider business and contribute to continued business improvement

Requirements

Technical Requirements

• Level 4 Qualified (Investment Advice Diploma) is desirable or support to work towards whilst in role considered
• Previous experience in Front Office environment, ideally within Wealth Management, with a good understanding of Back Office functions.
• Undertakes sufficient professional development for the role including CPD (log to be maintained).

Other skills, competencies and attributes

• Takes initiative for their own work, but also works well as part of a team.
• Acts at all times in a professional manner.
• Deals with all matters promptly, professionally and accurately without being reminded.
• Conducts role in accordance with LGT Vestra’s procedures, within individual authorisation levels and in a compliant manner.
• Readily assists the team and the Firm in achieving its objectives.
• Undertakes other tasks or specific project work as and when requested by the Investment Managers.
• Makes effective use of time in order to carry out tasks to the appropriate standard.
• Adheres to all company-wide policies, procedures and compliance requirements.

IT

• Good working knowledge of the Microsoft Office suite of products.
• Proficient in front office systems.

Contact Information

We are looking forward to receiving your online application.

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

LGT Wealth Management UK LLP

Human Resources

Alex Johnson