Investment Assistant

LGT Wealth Management UK LLP; Leeds; On-site; GBP 30,000 - 40,000; Full time

Job summary

LGT Wealth Management UK LLP is seeking an Investment Assistant to support the client handling process and investment operations from its Leeds presence. You will help open accounts, prepare statements, and keep client records up to date.

You will liaise with clients, advisers, and custodians, supporting portfolio administration and reporting. A strong eye for detail and proactive teamwork are essential for success.

Qualifications

• Clear and concise communication, both written and verbal.

Responsibilities

• Process account openings accurately with complete documentation.
• Prepare Investment Policy Statements reflecting client objectives and risk profile.
• Monitor progress of account openings and asset Transfers to meet service standards.
• Provide regular and ad-hoc information to clients and ensure timely reporting.
• Deal with clients and advisers to resolve queries about portfolios or accounts.
• Maintain accurate client records and internal management information.
• Assist with meetings preparation and support colleagues across departments.
• Aid in trading activity and FX tasks when possible, within deadlines.

Skills

Strong communication

Attention to detail

Team player

Professional demeanour

Time management

Tools

Microsoft Office

Outlook

Excel

Word

Front office systems

Job description

About LGT Wealth Management UK LLP

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 assist with their development

Requirements

• Generates new ideas/initiatives to ensure the effectiveness of the Team
• Looks for ways to improve current processes
• 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
• Good working knowledge of the Microsoft Office suite of products, in particular, Outlook, Excel and Word
• Understanding of front office systems is desirable