Investment Assistant: Client Onboarding & Support

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 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.