Investment Assistant

LGT Crestone Wealth Management Limited; Greater London; On-site; GBP 28,000 - 36,000; Full time

Job summary

LGT Wealth Management UK LLP in London seeks a meticulous administrator to support front‑office operations for client accounts, focusing on accurate documentation, timely reporting and smooth account openings.

You will collate account opening packs, prepare investment policy statements, liaise with custodians and assist the Trainee Investment Managers with presentations and analyses, while pursuing professional qualifications in line with internal policies.

Qualifications

• Strong proficiency with Excel, Word and Outlook.
• Knowledge of front office systems desirable.
• Willing to work towards professional qualifications under policy.

Responsibilities

• Collate and distribute account opening packs with complete documentation.
• Provide timely information to clients; ensure reports are accurate and dispatched to timetable.
• Assist in resolving client queries about portfolios or account opening.
• Make payments for clients.
• Prepare investment policy statements recording client objectives and risk.
• Ensure clear, accurate, tailored correspondence and reporting.
• Liaise with custodians and providers for client information.
• Carry out ad-hoc administration for the team.
• Support Trainee Investment Managers with presentations and analyses.
• Proficient in internal and external systems and feeds.

Skills

Microsoft Excel

Microsoft Outlook

Microsoft Word

Front office systems

Intermediary relationships

Professional qualifications

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.

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

Key Responsibilities:

• Collate and distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided.
• Provide regular and ad-hoc information and to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable. 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.
• Assist in resolving client queries regarding their portfolios or account opening.
• Making payments for clients
• Preparing meeting packs for clients ensuring all data is accurate and up to date
• 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.
• Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding
• 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.
• 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.
• Understanding of intermediary and cross border relationships and account opening would be beneficial
• Willing to work towards professional qualifications in line with the firms internal policies and processes.

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

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

LGT Wealth Management UK LLP

Human Resources

Anna Lyden