Investment Assistant

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

Job summary

LGT Wealth Management UK LLP, based in London with offices across the UK, is seeking a highly organized administrative professional to support account opening and client service processes.

In this role you will collate and distribute opening packs, monitor progress, respond to client queries, and liaise with custodians and providers to ensure accurate, timely documentation in line with our service standards.

Qualifications

• Proficient in Microsoft Office, especially Excel, Outlook and Word.
• Strong communication skills, both written and verbal.
• Good numeracy and attention to detail.

Responsibilities

• Collate and distribute account opening packs and ensure complete documentation.
• Provide regular and ad-hoc information to clients, ensuring accuracy and timeliness.
• Monitor progress of account openings and transfers to meet client service standards.
• Assist in resolving client queries regarding portfolios or accounts.
• Make payments for clients and prepare meeting packs with up-to-date data.
• Prepare Investment Policy Statements with accurate client objectives and risk profiles.
• Ensure clear, accurate client correspondence and reporting tailored to client knowledge.
• Liaise with external custodians and providers to obtain required information.

Skills

Excel

Strong communication

Numeracy

Attention to detail

Tools

Outlook

Word

Excel

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.

LGT Wealth Management UK LLP Human Resources Anna Lyden LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.