Investment Assistant

LGT Crestone Wealth Management Limited; Leeds; On-site; GBP 28,000 - 40,000; Full time

Job summary

LGT Wealth Management UK LLP in the United Kingdom seeks an Investment Assistant to support client onboarding, statements and portfolio administration. You will help ensure timely account openings, prepare Investment Policy Statements, and maintain accurate client records while liaising with custodians and advisers.

You will provide regular client communications and assist with trading support and reporting, contributing to a compliant, efficient service that meets our standards and deadlines.

Qualifications

• Excellent written and verbal communication skills.
• High accuracy and attention to detail in all tasks.
• Able to prioritise and manage a busy workload.
• Professional, compliant with procedures and deadlines.
• Experience with front office systems is desirable.

Responsibilities

• Ensure account opening is fully and accurately completed.
• Prepare Investment Policy Statements with client objectives and risk profile.
• Monitor progress of account opening and asset transfers to meet service standards.
• Provide regular client information and timely reports.
• Deal directly with clients and advisers to resolve queries about portfolios.
• Maintain accurate client records and coordinate with custodians and teams.
• Assist with trading activity and FX respecting regulatory deadlines.
• Prepare meeting materials for client meetings.
• Mentor Administrative Assistant and support their development.
• Liaise with external custodians for required client information.
• Proficient with internal/external systems and information feeds.

Skills

Initiative

Teamwork

Professionalism

Attention to detail

Communication skills

Time management

Multitasking

Deadline awareness

Tools

MS Office

Outlook

Excel

Word

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:

• Ensure account opening is fully and accurately completed and that all necessary documentation is provided
• Assist in preparing Investment Policy Statements ensuring that information around client’s objectives, risk profile and financial situation is accurately recorded
• 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
• Deal directly with clients and their advisers to support them in resolving general queries regarding their portfolios or account opening
• 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, accurate, consistent and up to date
• Assisting with preparing materials for meetings with clients.
• 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
• Assist the team with trading activity and fx (when able), ensuring that trades are input accurately and within both regulatory and internal deadlines
• Assist in tasks such as maintaining the KPIs and Portfolio Risk matters.
• 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
• Become an active member of the Investment Assistants forum.
• Help mentor the Administrative Assistant and assisting with their development.

Requirements

Key Skills and Competency Requirements:

Market, clients and competitors - Essential:

• Generates new ideas/initiatives to ensure the effectiveness of the Team. Looks for ways to improve current processes.

Other skills, competencies 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 Wealth Management’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.
• Flexibility with a willingness to learn and take on new tasks.
• 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.

IT:

• Good working knowledge of the Microsoft Office suite of products, in particular, Outlook, Excel and Word.
• Understanding of front office systems is desirable.

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

Nicola Swatton